Dor Moguiliansky
Financial Advisor at Eitam Finance- Claim this Profile
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Hebrew Native or bilingual proficiency
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English Professional working proficiency
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Spanish Limited working proficiency
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Bio
Experience
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Eitam Finance
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Sep 2019 - Present
- Full and customized financial envelope for the customer. - Building a long-term personal financial strategy - Family capital management, long-term planning, accompaniment and control - Analysis of a complete pension portfolio, taking into account risk management and consideration of the client's needs. - Building a diverse portfolio of investments in the capital market, real estate, and alternative investments. taking into account market components (interest rates, inflation, etc.) - Full and customized financial envelope for the customer. - Building a long-term personal financial strategy - Family capital management, long-term planning, accompaniment and control - Analysis of a complete pension portfolio, taking into account risk management and consideration of the client's needs. - Building a diverse portfolio of investments in the capital market, real estate, and alternative investments. taking into account market components (interest rates, inflation, etc.)
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HTC
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Vietnam
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Legal Services
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Business Consultant
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Oct 2019 - Sep 2020
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Greener Israel
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Israel
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IT Services and IT Consulting
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Co-Founder and Business Development Manager
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Mar 2017 - Sep 2019
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Financial Trading Operator
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Feb 2018 - Aug 2019
Analytical analysis and monitoring of commercial transactions in the capital market. Control and monitoring of Algo Trading software. Constant performance research and response to malfunctions arising from trading in the market. Analytical analysis and monitoring of commercial transactions in the capital market. Control and monitoring of Algo Trading software. Constant performance research and response to malfunctions arising from trading in the market.
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Training and Project Manager
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Feb 2015 - Mar 2017
Project management in the field of training and instruction.I managed the process of characterization and development of several products.Also, planning and issuing training, identifying gaps in training and improving them.
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Team Leader
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Nov 2012 - Feb 2015
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Combat Soldier
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Aug 2011 - Nov 2012
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Education
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IDC Herzliya
Bachelor of Business Administration - BBA, Finance and Financial Management Services