Filip Westlander
Financial Advisor at Zikta Invest- Claim this Profile
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Swedish Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Shannon McMahon
It is my pleasure to recommend Filip Westlander. He was employed at our company before getting accepted into Chapman University, where he intended to further in his education and development. In his time with us, he quickly advanced into a leadership role due to his aggressive student mentality, outstanding work ethic and great character. We have a very interactive team environment and Filip was a wonderful contribution to our culture. Filip is a very motivated, respectful and enthusiastic individual. Any company would benefit from having him on their team. I would recommend Filip Westlander without any hesitation.
Ryan GENENA
I would characterize Filip as highly motivated, proactive, and intelligent. I have known him as a student for a few years now and would be lucky to pursue a professional endeavor with him in the years to come. I commend him for his accomplishments as a student studying in a foreign country, considering how active he is on campus. Filip is an overall exceptional person with a great personality, natural leadership, and dedicated work ethic.
Shannon McMahon
It is my pleasure to recommend Filip Westlander. He was employed at our company before getting accepted into Chapman University, where he intended to further in his education and development. In his time with us, he quickly advanced into a leadership role due to his aggressive student mentality, outstanding work ethic and great character. We have a very interactive team environment and Filip was a wonderful contribution to our culture. Filip is a very motivated, respectful and enthusiastic individual. Any company would benefit from having him on their team. I would recommend Filip Westlander without any hesitation.
Ryan GENENA
I would characterize Filip as highly motivated, proactive, and intelligent. I have known him as a student for a few years now and would be lucky to pursue a professional endeavor with him in the years to come. I commend him for his accomplishments as a student studying in a foreign country, considering how active he is on campus. Filip is an overall exceptional person with a great personality, natural leadership, and dedicated work ethic.
Shannon McMahon
It is my pleasure to recommend Filip Westlander. He was employed at our company before getting accepted into Chapman University, where he intended to further in his education and development. In his time with us, he quickly advanced into a leadership role due to his aggressive student mentality, outstanding work ethic and great character. We have a very interactive team environment and Filip was a wonderful contribution to our culture. Filip is a very motivated, respectful and enthusiastic individual. Any company would benefit from having him on their team. I would recommend Filip Westlander without any hesitation.
Ryan GENENA
I would characterize Filip as highly motivated, proactive, and intelligent. I have known him as a student for a few years now and would be lucky to pursue a professional endeavor with him in the years to come. I commend him for his accomplishments as a student studying in a foreign country, considering how active he is on campus. Filip is an overall exceptional person with a great personality, natural leadership, and dedicated work ethic.
Shannon McMahon
It is my pleasure to recommend Filip Westlander. He was employed at our company before getting accepted into Chapman University, where he intended to further in his education and development. In his time with us, he quickly advanced into a leadership role due to his aggressive student mentality, outstanding work ethic and great character. We have a very interactive team environment and Filip was a wonderful contribution to our culture. Filip is a very motivated, respectful and enthusiastic individual. Any company would benefit from having him on their team. I would recommend Filip Westlander without any hesitation.
Ryan GENENA
I would characterize Filip as highly motivated, proactive, and intelligent. I have known him as a student for a few years now and would be lucky to pursue a professional endeavor with him in the years to come. I commend him for his accomplishments as a student studying in a foreign country, considering how active he is on campus. Filip is an overall exceptional person with a great personality, natural leadership, and dedicated work ethic.
Credentials
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Livförsäkringsrådgivare
InsureSecNov, 2020- Nov, 2024 -
Värdepapperspecialist
SwedSec Licensiering ABDec, 2017- Nov, 2024 -
Investeringsrådgivare
SwedSec Licensiering ABMar, 2017- Nov, 2024 -
M&A, LBO, Financial and Valuation Modeling
Wall Street PrepApr, 2015- Nov, 2024 -
Bloomberg Essential Market Sector Certification
Bloomberg LPJan, 2015- Nov, 2024 -
Inshore/Costal Yachtmaster
NFB, The Swedish Council for the Education and Training of YachtsmenMar, 2011- Nov, 2024 -
Advanced Scuba Diver
PADIFeb, 2003- Nov, 2024
Experience
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Zikta Invest
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Sweden
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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
Zikta Invest is a privately owned, standalone financial advising firm, offering a variety of services for businesses and individuals in Sweden. As advisor I specialize in the following areas: - Wealth Management- Asset Management- Financial Planning- Retirement Analysis- Tax Optimization - Life Insurance
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Product Council Member
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Aug 2022 - Present
The Product Council supports the advisors at Zikta to screen the markets and provide guidance in portfolio management. The Product Council act as a “gate keeper” from suppliers of financial products into the organization.
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JOOL Group
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Sweden
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Financial Services
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1 - 100 Employee
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Fixed Income Advisor
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Mar 2017 - Aug 2019
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Corporate Bond Broker
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Feb 2016 - Aug 2019
JOOL Markets AS is a Nordic investment bank headquartered in Oslo and with branch offices in Norway, Sweden and Finland. JOOL Markets AS is an arranger of financial products with focus on corporate bonds. JOOL is a market leader in the Nordic corporate bond market in the 30–200 MSEK segment.
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Harvey & Company LLC
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United States
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Financial Services
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100 - 200 Employee
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M&A Research Analyst intern
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Jan 2015 - Dec 2015
Internship during my senior year at university - Harvey & Company is a principal investment and acquisition advisory firm that brings together equity, exceptional management teams and strong operating companies to create premier firms in attractive industries through acquisitions, recapitalizations and growth capital investments. Harvey & Company has been involved in 230+ transactions. Internship during my senior year at university - Harvey & Company is a principal investment and acquisition advisory firm that brings together equity, exceptional management teams and strong operating companies to create premier firms in attractive industries through acquisitions, recapitalizations and growth capital investments. Harvey & Company has been involved in 230+ transactions.
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The So Cal Group
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United States
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Marketing and Advertising
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1 - 100 Employee
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Account Manager
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May 2014 - Aug 2014
Summer job during studies at university - The So Cal Group is an outsourced sales and marketing firm helping Fortune 500 clients to increase market share through the acquisition of small to medium size businesses. Summer job during studies at university - The So Cal Group is an outsourced sales and marketing firm helping Fortune 500 clients to increase market share through the acquisition of small to medium size businesses.
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Telenor
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Norway
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Telecommunications
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700 & Above Employee
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Sales Representative
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Sep 2008 - Jul 2012
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Education
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2013 - 2015
Chapman University
Bachelor of Science, Business Administration, Finance -
2013 - 2015
Chapman University
Bachelor of Arts, Economics -
2012 - 2013
Orange Coast College
Associate of Science, Business Administration
Community
