SMB Account Executive

• Mar 2023 - Present

Sales Development Representative

• Apr 2022 - Mar 2023

The leader in enterprise automation, Workato helps organizations increase their operation’s speed, scale, and accuracy by automating common business processes. Workato is built on a foundation of integration to deliver automation at scale across data, applications, and teams. Workato’s low-code/no-code platform enables builders across lines of business such as finance, HR and marketing to design automations in collaboration with IT, ensuring security and governance are never compromised.

Investment Manager

• Jun 2017 - Apr 2022

• Analysing client portfolios ranging from $1M-$30M in assets. • Investigate and select all investment securities and Financials products-ranging from mutual funds and third-party managers to ETF's and structured products. • Setting goals and prioritizing activities to improve business growth and client satisfaction as well as establishing credibility and trust, maintaining the highest standards of personal and professional integrity • Delivering tailor-made advice and services to clients from the whole UHNWI services • Preparation of pitch books and investment proposals for sophisticated clients • Participating in investments committee •Excellent client- and service-orientation as well as outstanding communication skills when interacting with sophisticated entrepreneurs and leaders Show less

Account Manager

• Oct 2016 - Feb 2017

• Performed multi-Family Office dealing with UHNWI individuals. • Served as objective financial counsel, and proficiently managed day to day risk by capitalizing on financial products to maximize my clients’ wealth. • Managed an affluent and high net worth client base on matters related to their personal wealth, providing risk management and wealth management as my core service. • Prepared presentations for the clients and identify opportunities and implement the plans as per the client requirement. • Analyzed ways of enhancing management decision-making through the application of sound financial considerations and workforce planning. • Closely examined equities and currency markets, evaluating trends and assessing data to find investment opportunities. • Possess comprehensive financial oversight of all liquid and illiquid financial assets. Show less

Director sales & Trading

• Jan 2014 - Oct 2016

• Oversaw a global desk with a specific focus on the European Markets. • Coordinated trading on a daily basis in the different stock exchanges on the European markets and providing clients with market information, market commentary, and research-based advice, such as Hedge Funds, Portfolio Managers, Funds, and etc'. • Demonstrated great teamwork by collaborating with other departments about growth opportunities to capitalize on European Markets. • Developed and executed strategic sales planning utilizing sales data-driven insights to improve transactions and revenue growth, while integrating business requirements into brand planning and market positioning. • Coordinated portfolio reviews with clients and regularly evaluate their financial performance toward achieving long-term investment goals. • Involved in the development of the investment process and strategy by identifying and commenting on key investment issues at managerial meetings. Show less

Trade Room Manager

• Jul 2013 - Jan 2014

• Responsible for leading and managing 5 traders on a daily basis.• Coordinated trade room operations with several other departments to maximize efficiency.• Developed and maintained relationships with various external trading parties in order to enhance trade execution.• Analyzed market conditions and made recommendations to develop trade promotion plans.• Participated in management meetings specializing in future investment and analyzing companies and markets.

Securities Trader

• Sep 2012 - Jul 2013

• Traded stocks and bonds on the Tel-Aviv Stock Exchange.• Managed over 1000 client investment portfolios.• Performed market evaluations relative to market trends. • Facilitated management meetings specific to improve investment opportunities.

Sales/Marketing Portfolio Management

• Feb 2011 - Sep 2012

• Served as Team leader for the sales department; initiated sales process by scheduling appointments.• Grew portfolios through telemarketing, existing customer relations, and Business-to-Business direct sales. • Maintained excellent products and service knowledge, while informing account holders on new products and schemes that will enhance/meet their requirements.• Utilized customer relationship management to manage key account relationships, increase sales, improve sales forecasting, and enhance account tracking on new and existing clients. Show less