Ilan Cohen personal email
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Ilan Cohen phone numbers
Hi, I am Ilan, an Entrepreneur with 17 years of experience within multilingual business environments. I worked as a Portfolio Manager for a major financial institutions in Switzerland and the US, and currently managing my own Startup in Israel for more than 2 years. My expertise covers Finance and Private Banking with strong emphasis on Tax optimization. I also specialize in Entrepreneurship and Operations.I bring an added value to my clients by having leadership, communication and management skills with high self organization and an acute sense of optimization. I am Fluent in French, Hebrew, and English, and can have a conversation in Spanish and Italian.
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Chief Executive OfficerLamapGeneva, Switzerland -
Founder & CeoPatronim.Com Apr 2017 - PresentFounder & CEO at Partonim.com, a housekeeping rental service for Airbnb properties.I launched the Startup in April, 2017 which currently manages 450+ properties providing them with Swiss quality cleaning services and house amenities supplement.Among my experience:* Developing operations system for new business (online & offline)* Managing full technological project from scratch* Assignment and managing a team: Front & Back offices, remote team of developers, 35+ cleaners* Developing and managing an application (now on PlayStore & AppStore)* Managing sales, cash-flow and ticket system on the application (+25% monthly growth within 24 months)* Managing Client relationship & Fundraising
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Portfolio ManagerNutrimenta Finance & Investments Ltd. Nov 2013 - Oct 2014* Discretionary portfolio management.* Advisor to Senior Level Clients.* In-house fund reconciliation and external fund screening.* Allocate and assess investment vehicles to match client profiles.. * FATCA resolution and miscellaneous compliance tasks.
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Relationship ManagerHsbc Private Bank (Suisse) Sa Jan 2010 - Oct 2012Maintained a significant 2.5% return on the portfolio, after a major data theft, which resulted in a yearly increase of 15%. I was assigned to, and successfully worked on, client retention and regularization.* Client acquisition through referrals and individual sourcing.* Implement international compliance standards (FBAR, withholding taxes).* Studied markets, screened portfolios and advised clients.* Dealt with Diamond Industry Clients from Israel and Belgium. “DIAMO” is a consistent top-performer at HSBC Private Bank Switzerland.* After a global team departure I was part of a task force for HSBC Israel Desk in Zurich, working on client retention and negotiation.* Worked on portfolio settlements with regard to the Bernie Madoff case. -
Relationship Manager AssistantBarclays Bank (Suisse) Sa Apr 2008 - Dec 2008* Perform financial operations including execution, loan processing, fiduciary deposits for investment in precious metal instruments.* Administration of new accounts for modifications and fiscal optimization.* Managed portfolios of physical and scriptural stocks, executed checks, and oversaw bank to bank money transfers.* Client communications in the UK and France. Mid-sized portfolios GBP 250k – 5 mio.
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Operation SpecialistAcm (Usa) Llc Jan 2008 - Jul 2008Geneva Area, Switzerland* P & L analysis for the Nostro account. Provided financial statements, performance reports, accounting reports, customer ledger, cash movement, and opening and activation of new accounts.* Improved internal processes and worked on the internal trading platform.
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Variety - 3 Different Jobs Within The BankHsbc Private Bank (Suisse) Sa Oct 2002 - Oct 2007Geneva Area, SwitzerlandPOSITION 1 OF 3: Wealth Management Assistant – Front Office* Execute financial operations, loan processing, managed fiduciary deposits, precious metal investments.* Managed portfolios of physical and scriptural stocks, executed checks, and oversaw bank to bank money transfers.* Dealt with UHNW clients from Israel, Belgium, Turkey, and France. Worked with a high percentage of Diamond Business, Forex traders, commercial and private individuals.POSITION 2 of 3: Bank Relations - Back Office* Handled administrative and legal correspondence between HSBC Private Banking and other banking industry concerns.POSITION 3 of 3: Alternative Advisory Group -Middle Office* Updated term sheets and reviewed performance for bank funds/hedge funds on a quarterly and yearly basis, measuring performance, issue price, size and date and ISIN number.* Classification and updating of issuer's contact details.
Ilan Cohen Skills
Ilan Cohen Education Details
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Webster UniversityBusiness + Psychology -
Association Of Certified Financial Crime SpecialistsFatca Essentials & Fatca Online Training -
International Baccalaureate, Bilingual, Emphasize In Economics And Spanish.
Frequently Asked Questions about Ilan Cohen
What company does Ilan Cohen work for?
Ilan Cohen works for Lamap
What is Ilan Cohen's role at the current company?
Ilan Cohen's current role is Chief Executive Officer.
What is Ilan Cohen's email address?
Ilan Cohen's email address is il****@****ail.com
What is Ilan Cohen's direct phone number?
Ilan Cohen's direct phone number is +181837*****
What schools did Ilan Cohen attend?
Ilan Cohen attended Webster University, Association Of Certified Financial Crime Specialists, International School Of Geneva, Gvahim.
What are some of Ilan Cohen's interests?
Ilan Cohen has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.
What skills is Ilan Cohen known for?
Ilan Cohen has skills like Portfolio Management, Private Banking, Hedge Funds, Financial Markets, French, Equities, Wealth Management, Asset Management, Derivatives, Structured Products, Fx Options, Banking.
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