•Built trustworthy relationships with affluent and private customers in portfolio.•Assessed clients’ financial needs in order to develop tailor made investment strategy.•Monitored performance and appropriateness of client’s overall investment portfolio. •Analyzed investment financial products based on KID, Factsheet, semi and annual reports, asset-allocation, risk-adjusted return, benchmark and tax advantages.•Shielded client wealth transmitting risk through non-life insurance products.•Created reports on the aggregated asset allocation of managed clients.•Developed sales strategies to increase clients' share of wallet.•Opened for private clients’ small/medium business various credit lines and performed cross-selling activities of life and non-life insurance products.

•Participated in structured finance projects for distressed financial companies, supporting the restructuring process.•Developed comprehensive financial statement projection models.•Analyzed industry performance and trends for strategic business planning.•Assessed the value of businesses using DCF, ratios, and book value models.•Audited financial statements (P&L, balance sheet and cash flow statements).

•Collaborated on digital solutions for managerial reporting to integrate various stages of business processes into new accounting software (Ex, SAP, Oracle).•Mapped clients' accounting processes to identify inefficiencies.•Created KPI-based reporting for the creation and monitoring of corporate budgets.•Developed managerial accounting memorandum for IPOs.

• Edited business plans to Introduce to potential new distributors our portfolio of brands• Analysed sales data of our brands through Excel and created presentation to besubmitted at the team• Implemented retail and brand awareness strategies through events and leveragingcommercial networks• Managed marketing communications plans for Texere Advisors and selected clients

Seasonal work (summer) 2017, 2018, 2019• Regulated the flow of raw materials entering the production process.• Coordinated the work activities of the team responsible for unloading goods.• Prepared analyses on unloading times and quantities of materials processed.