Lore is a dynamic consultation firm specializing in providing expert guidance to clients making investment decisions in global financial markets, including cryptocurrency, forex, stocks, and more. Established in 2022, we began as a market knowledge tutoring firm and have since evolved into a comprehensive mentorship and portfolio management service. Over the past two years, we have successfully mentored nearly 50 traders, equipping them with the skills and knowledge needed to excel in their trading endeavors. In addition to our mentoring services, we also manage high-end investment portfolios for both individual and corporate clients, ensuring their financial strategies are robust and well-informed.

Overseeing operations at Formix, focusing on providing great B2B services. Responsibilities include improving processes to make things run smoothly and keeping clients happy. Committed to driving growth with new ideas that meet client needs. Building a teamwork-focused environment to help the team succeed and ensure Formix is a reliable partner for businesses looking to improve their operations.

• Advising on the management of the financial portfolio of clients.• Monitoring, analyzing and researching global stock market performance.• Interpreting financial reports purchased new share issues, marketing it to potential clients.• Advising on; managing and looking after clients’ investments by offering advisory on which investments to make; execution only, which is advising to buy or sell at the client’s request; and discretionary.• Evaluating the performance of employees, providing feedback and coaching to help them improve their skills and achieve their goals.• Developing and implementing strategies to improve productivity, efficiency, and effectiveness, and ensuring that all employees are aligned with the company's objectives.

• Advising on the management of the financial portfolio of clients.• Monitoring, analyzing and researching global stock market performance.• Interpreting financial reports purchased new share issues, marketing it to potential clients.• Advising on; managing and looking after clients’ investments by offering advisory on which investments to make; execution only, which is advising to buy or sell at the client’s request; and discretionary.• Evaluating the performance of employees, providing feedback and coaching to help them improve their skills and achieve their goals.• Developing and implementing strategies to improve productivity, efficiency, and effectiveness, and ensuring that all employees are aligned with the company's objectives.

• Providing investment advice and recommendations.• Fostering client relationships• Planning and overseeing new marketing initiatives.• Developing growth strategies focused both on financial gain and customer satisfaction• Arrange business meetings with prospective clients• Promote the company’s products/services addressing or predicting clients’ objectives• Prepare sales contracts ensuring adherence to law-established rules and guidelines• Provide trustworthy feedback and after-sales support• Build long-term relationships with new and existing customers• Developing entry level staff into valuable salespeopleBy the end of 2022 manged to get around $1.4 Million worth closed deals in total with 280+ clients and $3.4 Million worth total portfolio

• Advising clients on investment opportunities within the stock market.• Accurately evaluating financial reports.• Sourcing new clients through networking and cold calling. Proactively look for clients, sell our services and manage those relationships.• Accordingly, making changes in investment strategies based on market conditions.Became the first person to close $35,000/= worth deals within the first month of joining and got recognized and awarded as the fastest growing employee in the whole group of companies