AeroLeads people directory · profile

Oren Aviv Email & Phone Number

Team Leader, Financial Advisor and Marketer (Mutual Funds - Bank Hapoalim) at Altshuler Shaham
Location: Tel Aviv-Yafo, Tel Aviv District, Israel 5 work roles 2 schools
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Team Leader, Financial Advisor and Marketer (Mutual Funds - Bank Hapoalim)
Location
Tel Aviv-Yafo, Tel Aviv District, Israel
Company size

Who is Oren Aviv? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Oren Aviv is listed as Team Leader, Financial Advisor and Marketer (Mutual Funds - Bank Hapoalim) at Altshuler Shaham, a with 529 employees, based in Tel Aviv-Yafo, Tel Aviv District, Israel. AeroLeads shows a matched LinkedIn profile for Oren Aviv.

Oren Aviv previously worked as Team Leader, Financial Advisor & Marketer (Mutual Funds - Bank Hapoalim) at Altshuler Shaham and Financial Advisor & Marketer - Mutual Funds & ETF’s - Bank Hapoalim at Psagot Investment House. Oren Aviv holds Master Of Business Administration - Mba, Finance & Investments from The Academic College Of Tel-Aviv, Yaffo.

Company email context

Email format at Altshuler Shaham

This section adds company-level context without repeating Oren Aviv's masked contact details.

Altshuler Shaham

Review company-level records connected to Oren Aviv before choosing the right outreach path.

Profile bio

About Oren Aviv

I am a motivated and ambitious finance professional with a keen interest in the world of finance. Equipped with a diverse skill set, I am well-suited for roles such as Financial Analyst, Investor Relations Manager, Client Management and Middle Office Manager, and Corporate Financier.My expertise lies in analyzing data and recognizing evolving trends within both Israeli and global markets. Through my strong interpersonal communication skills and a persuasive sales approach, I am able to foster meaningful connections with stakeholders and clients. My creative and flexible mindset encourages innovative problem-solving, enabling me to approach challenges with a fresh perspective.One of my key strengths is the ability to identify customer needs and effectively match products and services to meet those requirements. Additionally, I possess experience in managing and updating information systems and efficiently handling large data sets, making me an asset when it comes to data-driven decision-making.With a passion for excellence and a meticulous attention to detail, I am eager to contribute my expertise and drive tangible results in a dynamic and challenging environment. I firmly believe that my analytical skills and dedication to excellence will make me a valuable addition to any finance team.If you are looking for a dedicated and driven finance professional with a demonstrated track record of achieving goals, I invite you to connect with me. Let's explore opportunities to collaborate and create meaningful impact together.I am always open to hearing about a new and exciting opportunity, so feel free to connect via LinkedIn, email, or telephone:📧 orentabib82@gmail.com☎ +972-52-6535033

Current workplace

Oren Aviv's current company

Company context helps verify the profile and gives searchers a useful next step.

Altshuler Shaham
Altshuler Shaham
Team Leader, Financial Advisor and Marketer (Mutual Funds - Bank Hapoalim)
Tel Aviv-Yafo, IL
Website
Employees
529
AeroLeads page
5 roles

Oren Aviv work experience

A career timeline built from the work history available for this profile.

Team Leader, Financial Advisor And Marketer (Mutual Funds - Bank Hapoalim)

Tel Aviv-Yafo, Il

Team Leader, Financial Advisor & Marketer (Mutual Funds - Bank Hapoalim)

Current

⭐Built and nurtured strong relationships with investment advisors at Bank Hapoalim, including regional, platinum, and branch advisors. Drive consistent monthly investments of over NIS 100 million by leveraging professional sales skills and market insights.⭐ Crafted compelling and engaging marketing messages through weekly email and text campaigns, effectively reaching and engaging the target audience.⭐ Orchestrated the seamless execution of six annual professional conferences, each hosting up to 80 consultants.⭐Proactively managed client relationships, providing tailored investment recommendations based on meticulous market analysis. Ensured optimal solutions, customer retention, and portfolio growth.⭐Conducted comprehensive competitor analysis, assessing returns, risk indicators, costs, and market forecasts. This analysis led to the identification of new investment prospects and suitable products through in-depth research on indices, companies, and market trends.⭐Showcased the ability to analyze markets and companies using multifaceted financial data and financial reports, driving informed decision-making.⭐Analyzed the costs and profitability of company products from both customer and company perspectives, contributing to strategic pricing decisions.Achievements:⭐Consistently achieved the top spot on the department's sales chart, showcasing exceptional sales performance and delivering remarkable fundraising outcomes. Over the years, I have been awarded four grants and accolades for my outstanding sales prowess.⭐Identified and capitalized on a significant market trend, successfully repositioning a "dormant" product (Altshuler Shaham TA Mid Cap) in 2021. This strategic move transformed it into a top-selling product at Bank Hapoalim.⭐ Managed a high-performing team, elevating their capabilities through training, setting ambitious sales targets, and serving as an inspirational role model.

Aug 2017 - Present

Financial Advisor & Marketer - Mutual Funds & Etf’S - Bank Hapoalim

⭐ Utilized exceptional interpersonal skills to forge lasting relationships with key consultants, opinion leaders, regional managements, and banking divisions.⭐ Proactively identified and adapted investment strategies to align with evolving market trends, ensuring optimal investment avenues for clients.⭐ Conducted focused meetings with bank branches, gaining insights into their unique needs and customer profiles. This knowledge enabled the delivery of tailored investment solutions in alignment with the bank's overarching strategy.⭐ Successfully secured funds from previously unaffiliated bank branches for Psagot, effectively expanding the organization's reach and influence.⭐ Demonstrated an aptitude for analyzing professional documents and sentences, generating insights at both tactical and strategic levels.⭐ Conducted comprehensive analyses encompassing criteria such as costs, risk, product performance, and geographic dynamics among single and competing companies.⭐Conducted thorough examinations of product competition dynamics within the industry, raising valuable red flags and informing strategic decision-making.Achievements:⭐Granted authority in 2015 to manage the comprehensive onboarding of new employees. Leveraging my expertise, I provided thorough training in products, indices, investment avenues, and sales techniques, ensuring new team members hit the ground running.⭐ Oversaw approximately 40% of the entire department's fundraising efforts, underscoring my prowess in driving successful fundraising campaigns and reinforcing my industry expertise.

Nov 2013 - Jul 2017

Supervisor - El Al Airlines Ny Security

⭐ Ensured the safety of the airline's aircraft and passengers by implementing and overseeing robust security protocols. Deployed optimal security measures to safeguard against potential threats.⭐ Managed and directed a team of 20 cargo security employees, supervising their training and testing to guarantee consistent adherence to security standards.⭐ Led coordination efforts with critical entities including TSA, Homeland Security, Israel Defense Ministry, and FBI during high-stakes security situations. Demonstrated effective collaboration and a cohesive approach to managing security challenges.Achievements:⭐ Acknowledged as an exceptional employee in 2010, commended for unwavering dedication to maintaining a secure environment.⭐ Displayed quick thinking and strong crisis management skills in 2010. Effectively evacuated the warehouse during a potential explosive threat, coordinating with various security agencies to neutralize the threat and ensure public safety.

Jul 2007 - Oct 2013

Staff Sergeant, Merkavah Tank Instructor

⭐ Designed and executed comprehensive training programs for soldiers, equipping them with the expertise needed to proficiently operate and conduct routine treatments for advanced Mark 2 and 3 Merkavah tank turrets.⭐ Successfully led 14 training courses, each spanning 6 to 12 weeks. These courses provided hands-on experience in managing tank turrets and taught repair techniques, benefiting dozens of soldiers.

Jun 2001 - Jun 2004
Team & coworkers

Colleagues at Altshuler Shaham

Other employees you can reach at as-invest.co.il. View company contacts for 529 employees →

2 education records

Oren Aviv education

Bachelor Of Business Administration - Bba, Finance And Investments

FAQ

Frequently asked questions about Oren Aviv

Quick answers generated from the profile data available on this page.

What company does Oren Aviv work for?

Oren Aviv works for Altshuler Shaham.

What is Oren Aviv's role at Altshuler Shaham?

Oren Aviv is listed as Team Leader, Financial Advisor and Marketer (Mutual Funds - Bank Hapoalim) at Altshuler Shaham.

Where is Oren Aviv based?

Oren Aviv is based in Tel Aviv-Yafo, Tel Aviv District, Israel while working with Altshuler Shaham.

What companies has Oren Aviv worked for?

Oren Aviv has worked for Altshuler Shaham, Psagot Investment House, El Al Israel Airlines, and Israel Defense Forces.

Who are Oren Aviv's colleagues at Altshuler Shaham?

Oren Aviv's colleagues at Altshuler Shaham include Felix Spector, Kobi Rozin, Yossi Aimalak, Shira Eliyahu, and Sivan Kfir.

How can I contact Oren Aviv?

You can use AeroLeads to view verified contact signals for Oren Aviv at Altshuler Shaham, including work email, phone, and LinkedIn data when available.

What schools did Oren Aviv attend?

Oren Aviv holds Master Of Business Administration - Mba, Finance & Investments from The Academic College Of Tel-Aviv, Yaffo.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Oren Aviv you were looking for.

View similar profiles