Or Perry Email & Phone Number

Ramat Gan, Israel, Il

o Part of the executive management and partner in making strategic decisions for the growth and development of the company.o Lead and manage the professional operations and development of five departments in the company (information systems, HR, operations, marketing, customer service and administration) and the managers within them.o Construct a stable and coherent infrastructure for the operation of the company in various aspects; safety, logistics, procurement, projects, suppliers, customers and leading the field of service experience.o Manage and promote the company's information systems and work procedures in compliance with changing regulations, implementing innovative systems to create automation.o Improve and streamline processes through the construction of a data base that enables easy data retrieval and the creation of dashboards that facilitate learning and trends.o Implement optimal procedures while maintaining regulations, enabling the expansion of the company's activities.o Manage regulatory processes, perform compliance controls, investment marketing procedures and report to the authorities in cooperation with lawyers.o Matrix management of processes with banks, insurance companies, investment houses and investment agents.

Tel Aviv, Israel, Il

o Led and manages the professional development of three departments; mutual funds, portfolio management and insurance agency.o Participation in company meetings, presenting data, protocols and materials to board members and official committees of the company.o Managed the areas of regulation, portfolio management, trust funds and insurance. Upkeeping direct ties and cooperation with regulatory bodies whilst ensuring full compliance. o Directed the operational risks in the field of credit corrections of the company and performing controls regarding the reliability of the banks.o Managed and analyzed the company's reports as well as examining the company's development methods; customer portfolios, cash flow, investment avenues, etc.o Responsible for the development and implementation of new procedures and the improvement of existing procedures while maintaining compliance of regulations and implementing innovative work methods on a quarterly and annual level, saving time and money. o Approval of agreements and management of negotiations with insurance companies, investment houses, banks and suppliers.

Petach Tikva, Il

o Matrix management of processes with internal and external organizational entities.o Evaluation of oversees funds, analysis of variables and parameters for examining the yield.o Management of loans with banks and companies to increase the profitability of the company.o Analysis and construction of fund prospectuses according to the various variables as well as completing reports to authorities.o Management of refunds of management fees and trust fees for ETFs and working with a number of issuers Q3

o Client management for various entities regarding areas of pension, provident funds and disability claims. o Led and managed the professional development of the business and private customer service teams.