Ksenia Yudina, Cfa Email & Phone Number

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Irving, Texas, Us

YPO is the world’s largest leadership community with over 34k chief executives across 150+ countries. YPO member-run companies generate over $9T in revenue and employ over 22M individuals globally.

North Hollywood , California, Us

UNest helps parents build a better future for their kids by providing guidance and access to cost-effective financial solutions designed for families. Visit our website: https://unest.co/

Los Angeles, Ca, Us

• Managed $1.2 Billion book of business, while establishing the key client relationships, developing business plan and influencing the overall business strategy in collaboration with Investment Counselor.• Initiated and executed a variety of firm-level projects including the transfer of multiple retirement accounts with a potential increase in annual revenues for the department of $200,000.• Collaborated with Senior Management to build and led a team of 12 associates accomplishing eight projects of the department-wide importance that increased the effectiveness of the national Client Relationship Team (CRT) by 20%.

Los Angeles, Ca, Us

• Managed and coordinated activities on 200 individual accounts and participated in executing business strategy using analytical tools achieving business growth of $110 Million/ year. • Created the custom Portfolio Summary and Investment Proposal templates to be used by the national team in the client review books resulting in total cost savings for the company. • Went through the rigorous training on the Monte Carlo Simulation modeling to generate Wealth Strategy Analyses (WSA) for the clients and prospective clients and won the 1st place at a National WSA Case Study Competition.

New York, Ny, Us

• Completed an investment proposal for a $100MM client and developed a plan on new business acquisition in LA area.• Analyzed over 100 clients to identify investment and credit solutions for the clients resulting in $25M allocation.• Researched and conducted eight formal presentations on topics including a CCMP III Private Equity Fund, a Mexican Structured Note, a Double Line Leveraged Hedge Fund, and the Outlook for the US Dollar.

• Operated Real Estate brokerage company specializing in residential short sales and managed team of six employees. • Negotiated short pays of the mortgage loans on homes of $500,000- $1,500,000 value with settlements of 40%-75% on the first liens and 10% on the second liens.• Prepared and audited real estate transaction related documents such as purchase agreements, disclosures, escrow instructions, trust deeds, and lease agreements and analyze real estate market trends.

• Reviewed loan applications and other financial documentation, verified compliance, and submitted loan packages to competitive lenders

Cfa Charterholder

Master Of Business Administration - Mba, Finance/ Investment Management

Ba, Finance