Experience

Plan Wealth Management

• Mexico
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • Mar 2016 - Present

  A boutique British financial advisory & wealth management firm: ● Advisory: Primary Investment Manager for 100+ international HNWIs advising on all asset classes, including public securities, funds, ETFs, angel investments, real estate, crypto, etc. ● Account Management: Executed transactions, managed & maintained client portfolios. ● Client Facing: Available to clients at all hours. Held quarterly portfolio update calls, understood their evolving investment goals, & built relationships through dinners & events. ● Venture Capital: Helped clients review start-up & venture nancings. Attended founder pitches. ● Capital Raising: Worked with companies to present private investment opportunities to clients, including financings of start-ups, real estate development, agricultural projects, & private debt.Boutique British financial advisory & wealth management firm: ● Advisory: Primary Investment Manager for 100+ international HNWIs advising on all asset classes, including public securities, funds, ETFs, angel investments, real estate, crypto, etc. ● Account Management: Executed transactions, managed & maintained client portfolios. ● Client Facing: Available to clients at all hours. Held quarterly portfolio update calls, understood their evolving investment goals, & built relationships through dinners & events. ● Venture Capital: Helped clients review start-up & venture nancings. Attended founder pitches. ● Capital Raising: Worked with companies to present private investment opportunities to clients, including financings of start-ups, real estate development, agricultural projects, & private debt. Skills: Client Liaison · Negotiation · Communication · Sales · Asset Management · Customer Relationship Management (CRM) Show less



Rehabilitation Medical Centre

• Queens, Nueva York, Estados Unidos

• Consultant, Customer Relationship Manager

  • Feb 2013 - Present

  Healthcare clinic providing both traditional & alternative treatments: Relationship Management: Established & maintained long-standing relationships with medical professionals &executives at sister offices, as well as the private companies whose wellness products we sold. Industry Research: Studied market trends & competitors’ practices, translated & liaised between Russian-speaking patients, their healthcare providers, & our international product vendors. (N.B.: Formerly full-time, currently serving as a consultant.) Skills: Translation · Operations Management · Client Liaison · Customer Relationship Management (CRM) · Research Show less



Break Thru Films

• Movies, Videos, and Sound
• 1 - 100 Employee

• Key Production Assistant; Office PA

  • Jun 2014 - Nov 2015

  Award-winning film & television production company based in New York City: ● Assisted on the production of a reality program--"The Fashion Fund"--for Amazon Studios, jointly produced by Conde Nast/Vogue and the Council of Fashion Designers of America (CFDA). ● Performed key PA (aka 2nd 2nd Assistant Director) on-set duties, obtained releases, managed office workflow, liaised between producers, directors, documentary subjects, and location vendors. (N.B.: Freelance employment based on a project-by-project basis.) Show less



Couple 3 Films Inc.

• Nueva York, Estados Unidos

• Key Production Assistant; Media Manager

  • Mar 2011 - Nov 2015

  "A production company that believes in accountability, humility, & humor": ● Sifted through hundreds of hours of recorded audio interviews with neurologists, psychologists, and brain specialists at over a dozen universities across the country, transcribing relevant information for a project commissioned by Scientific American to produce corresponding video material for each chapter of their college- & graduate-level textbooks. ● Assisted on the production of commercials for the Robin Hood Foundation, an NYC-based nonprofit chaired by former NYC mayor Michael Bloomberg's daughter Emma, that fights poverty, at the offices of Steven A. Cohen (formerly of SAC Capital) in Connecticut. ● Assisted on the production of music videos for indie rock bands at Williamsburg's Factory Studios in Brooklyn. ● Drafted call sheets, deposited checks, edited budget spreadsheets, coordinated with the art department to ensure implementation of the client's vision. (N.B.: Freelance employment based on a project-by-project basis.) Show less