Experience

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  Premium Merchant Funding

  • 55 Water Street, NY

  • Funding Specialist

    • Sep 2023 - Present
    • 55 Water Street, NY

    Results-driven funding specialist skilled in sales, investor relations, and providing tailored funding solutions to small business owners from our offering of over twenty different funding programs. Adept at building and maintaining strong relationships with clients and referral partners. Experienced in conducting needs assessments, presenting financial products, and facilitating the funding process. Committed to delivering exceptional customer service with strong communication, interpersonal, and organizational skills.

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  Self-employed

  • Independent Financial Advisor

    • Mar 2017 - Present

    Experienced financial advisor with a successful track record of over 20 years in traditional asset class investing. Proven ability to identify profitable opportunities and implement effective risk management strategies. Transitioned into the crypto market in 2017, building a strong and diversified portfolio with a focus on major cryptocurrencies and emerging crypto gems. Specialized in actively managing crypto portfolios for clients, providing tailored solutions to help them achieve their investment goals in the dynamic world of cryptocurrencies.

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  ForexManage

  • Tel-Aviv, Israel

  • Sales and Product Manager

    • Sep 2015 - Mar 2017
    • Tel-Aviv, Israel

    ForexManage is an innovative software company in the field of Risk Management and Online Trading for the foreign exchange and derivatives markets. Among our clients are some of the major players in the foreign exchange market, including banks and prime brokers from around the world. Our talented team of developers, designers, mathematicians, data scientists and researchers work relentlessly to attend to the constantly evolving needs of our clients in an ever developing market and to keep our solutions at the forefront of technological advancement in the industry.

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  Axiom SL

  • Greater New York City Area

  • AVP – Financial Regulatory Reporting & Regional Sales

    • Jan 2012 - Jul 2015
    • Greater New York City Area

    • Consult in regulatory reporting to the financial services industry; building comprehensive automated processes for submission of regulatory reports that begin with the collection of data from the bank or asset manager, covering every aspect of report construction, and ending with the final submission of the report to the applicable regulatory agency such as the Federal Reserve Bank, SEC, FINRA, (expertise in form PF and FRY-14 reports)• Helped lead the company’s initial sales efforts in South America, which culminated in the company signing its first major contract in the region with Bancolombia, the largest bank in the South American continent.

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  Hidrock Realty Inc

  • New York, NY

  • Head of Sales & Investor Relations

    • Sep 2010 - Mar 2012
    • New York, NY

    • Identified attractive investments for potential addition to the firm’s real estate portfolio and made recommendations• Engaged brokers and placement agents to source debt and equity investment capital; completed the successful refinancing of a property at a highly competitive rate and procured meetings with dozens of institutional investors including a publicly traded South American firm that stood ready to sign a $40,000,000 equity check on a specific property• Created a structure for a potential private equity real estate fund as well as all a pitch book and related marketing materials

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  Prism Trading

  • Equity Day Trader

    • May 2009 - Jun 2010

    • Analysed and traded equities and options based on various momentum and technical trading strategies; traded using leverage, short selling, basket trading, momentum, and Japanese candlestick charting analysis• Made investment decisions and executed trades on behalf of the firm, always demonstrating a superior ability to bear risk

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  BANK LEUMI USA

  • Aventura, FL

  • Junior Private Banker

    • May 2007 - May 2009
    • Aventura, FL

    • Consistently achieved excellent feedback from clients many of whom significantly increased their account balances citing their satisfaction with the service provided. This led to an early promotion and a transfer to the bank’s main branch, where I assisted a team of private bankers in the management of a $1.2 billion investment portfolio, maintaining daily contact with clients and proactively calling them to ensure customer satisfaction, provide updates and to pitch new products • Responsible for implementing a thorough compliance review of all accounts in the portfolio including the update (and creation of missing) KYC’s and risk ratings

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  Intesa Sanpaolo

  • New York, NY

  • Assistant to Vice President/Intern

    • May 2006 - Aug 2006
    • New York, NY

    Interned in the Syndications Department – Latin American deskAnalyzed existing and potential corporate clients and prepared loan proposals with in-depth analysis of industry, management, and cash flow Maintained report database of the desk’s clients Published a daily Latin American news report for internal distribution within the bank

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  JOVY DIFFUSION

  • Tangier, Morocco

  • Assistant Manager

    • Jun 2004 - Sep 2005
    • Tangier, Morocco

    Managed sales and inventory, developed marketing strategies to improve business, researched external products for potential market base in Morocco