Adi Turjeman Email & Phone Number

Tel Aviv, Israel

Tandem Capital is a well-established, privately owned investment house that specializes in global portfolio management. Our motto, “your gateway to global markets” is based on our being Israel’s leading firm in managing global investments. Tandem Capital’s unique approach is to provide a personal and quality relationship to our customers. Our experienced.

Israel

Rehovot, Hamerkaz (Central) District, Israel

• Works with ultra high net worth individuals and families, as well as institutions to evaluate, analyze, and optimize potential investment opportunities.
• Provides holistic financial planning and strategic asset allocation recommendations specific to client goals and constraints.
• Monitors markets and portfolio performance and risk in order to recommend tactical adjustments to asset allocation in a timely and effective manner.
• Providing different investment solutions according to customer needs, building cash flow portfolios, Structure Products, Hedge funds, P2P, ETFs, Funds and other different assets types.

Tel Aviv, State Square

• Investment advising using the wealth management and holistic method.
• Development of a platform for the analysis of a comprehensive portfolio (for several investment portfolios together) linked to stock exchange data for management examinationRisks to all advisers at the bank
• Teamwork, marketing and recruiting customers, creating personal contact, understanding the client's needs, adjusting and building an investment portfolio according to the client's needs, risk management.
• Courses and training: advanced banking coursewealth management course

Ramat Gan, Israel

• Lighthouse Financial Solutions specializes in the provision of Family Office services to financially wealthy families and high net worth individuals.
• Manager of a back office staff of 4 employees
• Performing exposure and risk analyzes, buying and selling securities in Israel and abroad in front of trading rooms in accordance to conditions.
• Continuous work with senior units in various banks in the country, such as Platinum Poalim, Leumi Private Banking, leading investment houses (such as Psagot, Yellin Lapidot, IBI... and foreign banks such as HSBC, UBS.
• Establishment of a hardware and software computer system that includes data reception from various banks in Israel and around the world. Work in "Denal", "Prime", "Gold Stripe", "Direct Access", "Mint" and "Mini Bank.

Central, Israel

• The job includes:
• Establishment & definition of marketing strategy for a new product.
• Management & founding marketing setup for a product, including enlistment, training & guiding of new workers.
• Marketing & publishing management, product exposure & working by objectives.
• Customers service management, including customers preservation & dealing public complaints
• Working continuously with the company's general manager & controlling limited budget.

Israel

Guidance & supervision in military drills.Learning & managing military software. team work

M.A, Political Science Strategies And Security, 88

B.A, Businens Management

Activities and Societies: Training and mentoring disadvantaged students in Economics, Maths and Stats Experience in marketing and tried to.

Bachelor Of Arts - Ba, Business, Management, Marketing, And Related Support Services

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

Bachelor Of Arts - Ba, Business, Management, Marketing, And Related Support Services

Mathematics For Engineering (B.E.), Mechanical Engineering

Activities and Societies: learning hi level matematics for computer engineering B.E Learned mathematics for first year electronic.

Technology Certificate, Computer Science

Activities and Societies: Computer programming studies in collaboration with Intel Kiriyat Gat Volunteering Magen David Adom as a medical.