Anna K. Email and Phone Number

- Provided comprehensive wealth management services to high-net-worth individuals, families, and institutional clients.- Conducted in-depth financial analysis and goal-setting sessions to understand clients' objectives, risk tolerance, and financial constraints.- Developed and implemented personalized investment strategies, monitor portfolio performance, and made adjustments as needed to optimize outcomes.

- Partnered with clients to develop customized investment strategies aligned with their financial goals and objectives.- Conducted rigorous investment research and analysis to identify opportunities and mitigate risks, ensuring optimal portfolio performance.- Provided ongoing financial guidance and education to empower clients to make informed decisions and achieve financial success.- Made investment proposals for institutional clients: swap lines, bonds, currency hedging; for HNWI: shares, bonds, funds, structured products.

- Provided administrative support to the CFO, managing schedules, coordinating meetings, and handling confidential information with discretion.- Assisted in financial analysis, budget preparation, and variance analysis, contributing to the development of strategic financial plans and initiatives.- Collaborated with cross-functional teams to execute financial projects and initiatives, ensuring alignment with organizational objectives and regulatory standards.