Calin Nechifor, RIA

Co-Founder | Managing Partner at OPES Family Office
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Location
United Kingdom, GB

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5.0

/5.0
/ Based on 9 ratings
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Andrei Cornea

I worked together with Calin over 2009-2012 in Citigroup as being a part of bank Wealth Management business. During this business relationship I knew him as very energetic, determined, goal-oriented business professional. Out of the technical skills - strong and large know-how of banking products, negotiations skills - he demonstrate also the ability to deliver high quality output , to be very effective problem-solving oriented, having professional ethics, qualities that I consider to be essential for a valuable employee. He has the ability to understand both the investments and the markets in which the investments are traded this being essential to produce meaningful inside analysis. Highly recommended!

Andrei Perianu

Calin is one of those rare managers who pushes his team to achieve excellence but also naturally serves as an inspiring mentor for the whole team

Andreea Decuseara

I had the opportunity to work with Calin for a short-time period project but short term interaction with him proved to be one of the most valuable experience for me. Since the beginning of our collaboration, I know him as very energetic, determined, goal-oriented business professional. Out of the technical skills, having strong and large know-how of Financial Market / investment products, negotiations skills, he demonstrate also the ability to deliver high quality output , to be very effective, problem-solving oriented, very professional, qualities that I consider to be essential for a valuable employee. I noticed that Calin is able to analyze complex set of data, and can drive meaningful conclusions bringing the pieces together to see the full picture. I learn from Calin that mixing dedication for the work done with ambition and all the time improving technical skills, you can become a real & safe asset for any company in this world full of uncertainty. With a local and international work and life experience, with skills developed both in front and middle office, with people management abilities, I recommend Calin as a valuable employee for any company/position within and even out of financial sector.

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Credentials

  • Investment Advisor License
    AUTORITATEA DE SUPRAVEGHERE FINANCIARĂ
    Mar, 2022
    - Oct, 2024
  • Genealogists Active Member
    Association of Professional Genealogists (APG)
    Feb, 2022
    - Oct, 2024
  • Wealth Management Certification
    Thomson Reuters
    May, 2019
    - Oct, 2024
  • EMEA Regional Investments Certification
    Citi
    Mar, 2009
    - Oct, 2024
  • Banking Operations Certificate
    Alpha Bank
    May, 2006
    - Oct, 2024
  • IELTS Academic Degree
    British Council
    Jul, 2005
    - Oct, 2024
  • Degree in Operational Management
    Université Clermont Auvergne
    Jul, 2004
    - Oct, 2024
  • Degree in Computer Accounting
    Pro Management - Training Center
    May, 2003
    - Oct, 2024
  • Access at DALF Certificate
    Institutul Francez din România. IFRoumanie
    Sep, 2002
    - Oct, 2024
  • Degree in European Integration
    Faculté Jean-Monnet
    Apr, 2002
    - Oct, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder | Managing Partner
      • Jan 2017 - Present

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Partner | HNWI & FI
      • Jul 2016 - Sep 2022

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Investment Portfolio Performance Measurement, Attribution & Research | Discretionary clients
      • Apr 2012 - Sep 2016

    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management | Front Office | HNWI clients
      • Sep 2009 - Apr 2012

    • Investment Banking | Front Office
      • Jan 2008 - Mar 2009

    • Serbia
    • IT Services and IT Consulting
    • Branch Manager | Front Office | HNWI clients
      • Dec 2006 - Jan 2008

    • Greece
    • Banking
    • 700 & Above Employee
    • Senior Relationship Manager | Front Office | HNWI Clients
      • Dec 2005 - Dec 2006

    • France
    • Higher Education
    • 700 & Above Employee
    • Several Corporate Internships
      • Aug 2002 - Nov 2005

      As business development intern I was involved in different tasks, including product development, new market development, up to client search, and negotiation. Business development focuses on a mixture of strategic planning, data analysis, sales, and other marketing tactics. As business development intern I was involved in different tasks, including product development, new market development, up to client search, and negotiation. Business development focuses on a mixture of strategic planning, data analysis, sales, and other marketing tactics.

Education

  • Chartered Institute for Securities and Investment
    CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM)
    2017 - 2020
  • Academia de Studii Economice din București
    MSc - Level 7, International Business
    2005 - 2007

Community

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