Co-founded a financial planning & wealth management company focused on upper-middle class Russians and expatriates in Moscow.Successfully bootstrapped and grew the business through managing a diverse team of business developers and client relationship managers. We grew very quickly and had 37 employees working in Moscow and Kiev at our peak, with close to $100m in assets under management and $2m in annual revenue. Learning how to build a start-up in Russia was excitingAfter… Show more Co-founded a financial planning & wealth management company focused on upper-middle class Russians and expatriates in Moscow.Successfully bootstrapped and grew the business through managing a diverse team of business developers and client relationship managers. We grew very quickly and had 37 employees working in Moscow and Kiev at our peak, with close to $100m in assets under management and $2m in annual revenue. Learning how to build a start-up in Russia was excitingAfter moving to London, we restructured the business as a franchise and I now work with the franchise operators to help them with their operations (currently 2 locations in Moscow & Tokyo) Show less

I provided independent financial advice to individual clients through selling offshore portfolio platforms and regular savings plans to various nationalities in Moscow & East Africa• Successfully sourced, contacted and converted qualified prospects into new clients.• Actively managed existing clients and responded to their needs and requirements, resulting in additional sales and referrals to new clients.• Trained and mentored a coordinator/researcher providing additional sales… Show more I provided independent financial advice to individual clients through selling offshore portfolio platforms and regular savings plans to various nationalities in Moscow & East Africa• Successfully sourced, contacted and converted qualified prospects into new clients.• Actively managed existing clients and responded to their needs and requirements, resulting in additional sales and referrals to new clients.• Trained and mentored a coordinator/researcher providing additional sales support and revenue• 3rd top producer out of a 12 person sales team within first year.I left the company to found Shoreline in early 2011. Show less

I developed new business throughout US, Canada, and UK with medium-sized corporate clients facing commercial foreign currency risk issues.Significant experience selling business-to-business financial products/services• Successfully generated new corporate/institutional clients and business revenue through selling foreign currency products and risk management services to decision-making executives across a broad spectrum of industries in US, Canada, and UK.• Responsible for… Show more I developed new business throughout US, Canada, and UK with medium-sized corporate clients facing commercial foreign currency risk issues.Significant experience selling business-to-business financial products/services• Successfully generated new corporate/institutional clients and business revenue through selling foreign currency products and risk management services to decision-making executives across a broad spectrum of industries in US, Canada, and UK.• Responsible for researching companies, contacting financial directors to assess requirements and explain service benefits, analyzing foreign currency policies and trades, coordinating field meetings, and securing signed documents to open new client accounts.• Actively mentored 5 junior sales team members in furthering the sales process with their respective corporate prospects.• Exceeded all sales and commission targets with outstanding key performance indicators and conversion ratios. Show less