Ksenia Yudina, Cfa Email and Phone Number
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Ksenia Yudina is a Co-Founder of Mostt, the first family-centric investment advisor, powered by AI. Previously, Ksenia founded UNest, a startup that was helping parents save & invest money for their kids' future. Ksenia is an entrepreneur and financial expert with over fifteen years of experience in the financial industry. As Founder and CEO of UNest she has spearheaded the development of the breakthrough fintech solution and raised funding from leading venture capital funds including Northwestern Mutual, Anthos Capital, The Artemis Fund, Group 11, Draper Dragon, Unlock Ventures, and Vested Ventures. She has also been featured in The Wall Street Journal, TechCrunch, New York Times, Forbes, Business Insider, American Banker, Inc. Magazine, USA Today, and US News & World Report. Ksenia was recognized as 40 Under 40 by Fortune and Investment News and received a Rising Star Award from the Los Angeles Business Journal.
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Co-FounderMostt May 2024 - PresentThe first family-centric investment advisor, powered by AI. Sign up: https://mostt.co/
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Member (Hollywood Chapter)Ypo May 2021 - PresentIrving, Texas, UsYPO 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. -
FounderUnest Mar 2018 - PresentNorth Hollywood , California, UsUNest 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/ -
Vice PresidentCapital Group | American Funds Apr 2017 - Mar 2018Los 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%. -
Assistant Vice PresidentCapital Group | American Funds Jun 2014 - Apr 2017Los 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.
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Private Banking Summer AssociateJ.P. Morgan Jun 2013 - Aug 2013New 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. -
BrokerExodus Real Estate Jun 2009 - Aug 2013• 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.
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Independent Portfolio Manager/ AnalystIndependent Portfolio Manager/ Analyst Jan 2011 - Jun 2013
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Portfolio Manager/ Lead Of Tactical Asset Allocation StrategyAnderson Student Asset Management Fund Mar 2012 - May 2013
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Loan ProcessorFinance Connection Jan 2005 - Jun 2009• Reviewed loan applications and other financial documentation, verified compliance, and submitted loan packages to competitive lenders
Ksenia Yudina, Cfa Skills
Ksenia Yudina, Cfa Education Details
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Cfa InstituteCfa Charterholder -
Ucla Anderson School Of ManagementFinance/ Investment Management
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California State University, NorthridgeFinance
Frequently Asked Questions about Ksenia Yudina, Cfa
What company does Ksenia Yudina, Cfa work for?
Ksenia Yudina, Cfa works for Mostt
What is Ksenia Yudina, Cfa's role at the current company?
Ksenia Yudina, Cfa's current role is Fintech Founder & Investor | Fortune 40 Under 40 | Forbes Contributor.
What is Ksenia Yudina, Cfa's email address?
Ksenia Yudina, Cfa's email address is ks****@****hoo.com
What is Ksenia Yudina, Cfa's direct phone number?
Ksenia Yudina, Cfa's direct phone number is +131092*****
What schools did Ksenia Yudina, Cfa attend?
Ksenia Yudina, Cfa attended Cfa Institute, Ucla Anderson School Of Management, California State University, Northridge.
What skills is Ksenia Yudina, Cfa known for?
Ksenia Yudina, Cfa has skills like Investments, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Investment Management, Investment Strategies, Finance, Equities, Strategy, Equity Research, Equity Valuation.
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