Kristel Meos
Partner at Zenith Family Office at Zenith Family Office- Claim this Profile
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Bio
Kadri Vunder Fontana
Kristel is very customer oriented and a real expert of wealth management business. Kristel gets things done. She is very persistent and does not give up before things are finished. She has a very fast grasp of things. She is able to juggle various tasks at the same time. Kristel is adaptable to feedback and manages to get people on the board.
Kadri Vunder Fontana
Kristel is very customer oriented and a real expert of wealth management business. Kristel gets things done. She is very persistent and does not give up before things are finished. She has a very fast grasp of things. She is able to juggle various tasks at the same time. Kristel is adaptable to feedback and manages to get people on the board.
Kadri Vunder Fontana
Kristel is very customer oriented and a real expert of wealth management business. Kristel gets things done. She is very persistent and does not give up before things are finished. She has a very fast grasp of things. She is able to juggle various tasks at the same time. Kristel is adaptable to feedback and manages to get people on the board.
Kadri Vunder Fontana
Kristel is very customer oriented and a real expert of wealth management business. Kristel gets things done. She is very persistent and does not give up before things are finished. She has a very fast grasp of things. She is able to juggle various tasks at the same time. Kristel is adaptable to feedback and manages to get people on the board.
Experience
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Zenith Family Office
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Estonia
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Investment Management
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1 - 100 Employee
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Partner at Zenith Family Office
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Mar 2011 - Present
I have been working as a partner at Zenith Family Office for more than 10 years. My work mainly revolves around wealth management for different generations. Through my extensive experience in the financial sector, I can offer my clients expertise as well as complete discretion for all of their direct financial and related needs.Zenith Family Office is an independent wealth management company dealing exclusively with investment portfolios for wealthy individuals, their families, and also their privately-owned companies.
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Eesti Pereettevõtjate Liit, Estonian Family Business Association
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Estonia
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Non-profit Organizations
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President
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Mar 2020 - Present
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Chairman of the Board
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2004 - Present
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Founder
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May 2014 - Present
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Member of initiative group
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Apr 2014 - Present
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Member of the Board of Directors
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Apr 2014 - Jan 2020
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President
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Sep 2015 - Sep 2016
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Minu Unistuste Päev
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Estonia
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Hospitals and Health Care
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1 - 100 Employee
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Member of the Board
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Sep 2014 - May 2015
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Head of Investment Committee of Baltic Oppurtunity Fund
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Jan 2011 - Oct 2014
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FinanceEstonia
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Estonia
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Financial Services
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1 - 100 Employee
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Project Manager
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Jul 2011 - Apr 2012
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Independent Financial Advisor
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Financial Services
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1 - 100 Employee
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Partner
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Mar 2011 - Mar 2011
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Trigon Capital
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Estonia
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Investment Management
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1 - 100 Employee
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Head of Wealth Management
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2009 - Mar 2011
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Hansabank
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Switzerland
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Think Tanks
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Head of Private Banking
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2004 - 2009
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Head of Private Wealth Management
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2001 - 2004
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Head of Financial Products Sales
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1997 - 2001
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Money Market dealer
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1995 - 1997
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Education
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2006 - 2006
INSEAD
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2002 - 2003
Estonian Business School
MSc -
1993 - 1995
Georgia Southern University
BBA -
1991 - 1993
University of Tartu
BBA -
1980 - 1991
MHG
Community
