Analysed and invested in securities that explicitly acknowledges the relevance to Environmental, Social and Governance factors ∘ Assessed risk and financially material ESG factors in the investment decisions across different asset classes

SENIOR INVESTMENT ADVISOR / RELATIONSHIP MANAGER 2006-2020Advised domestic / foreign retail and corporate clients on stocks, corporate bonds, investment funds, ETFs, foreign exchange/FX, sustainable investments, future/forward deals, investment loans, warrants, alternative investments and government securities on European, Asian and US markets ∘ Constructed, managed, re-assessed and monitored portfolios and allocated assets for tactical/strategic decisions that best met clients objectives ∘ Coordinated customer recruitment and maintained a strong and sustainable relationship with clients through regular visit and contacts ∘ Researched and analyzed the performance of world’s leading stocks, indices, bonds: recommended investments options and presented them to the team/clients ∘ Negotiated terms and conditions of contracts, supported transaction implementation processes to meet the necessary compliance requirements ∘ Organized contract signatures and follow-ups ∘ Worked together with corporation’s CFOs to manage short and long term liquidity, invest liquid funds, FX and hedging ∘ Assessed and managed risk ∘ Involved in FX swaps and REPO agreementsCHIEF WEALTH MANAGER, PRIVATE WEALTH MANAGEMENT 2016-2020Acquired a number of UHNW private and corporate clients. Informed customers personally of noteworthy investment opportunities in the capital markets, portfolio standings and local/ global economical and political events on a regular basis (monthly, quarterly). Advising on Tax matters

LIQUIDATED DAMAGES ANALYSTAnalyzed the features and requirements of liquidated damages as well as define the established laws that are written on liquidated clauses. Helped shift the financial burden when there was a failure to meet contractual obligations.

Identified organizational challenges, gather and analyze information, and develop and implement solutions for companies in various sectors

Handled customer and stakeholder engagement, also managed customer relationship, building confidence and trust. Reported on project status and performance against budget

PROJECT COORDINATOR, SALES/FINANCE DEPARTMENT Handled customer and stakeholder engagement, also managed customer relationship, building confidence and trust. Reported on project status and performance against budget. Performed financial analysis on companies using key performance indicators.

Internship