Senior Trust Officer

• Apr 2022 - Present

Trust Officer

• Feb 2018 - Present

Assosiate Trust Officer

• Feb 2018 - Jul 2020

- Manage/oversee administration of Estates, Trusts, Guardianship/POAs, Estate and Trust Agencies; - Co-ordinate with Portfolio Manager with respect to client asset management and investment reviews;- Coordinate with Tax & Accounting Department to ensure completion of client/account tax returns; - Create/authorize accurate and timely accounting entries for payments to third parties, realization of assets, fee collection, trading activity, distributions to clients/beneficiaries. Review all account entries and cash positions on a daily basis, taking remedial action where required. - Provide personalized service to the clients/beneficiaries at established levels, exemplified by timely and accurate account administration and effective interaction with them, their advisors and where applicable, the Co-Trustees.· prepare presentations to the Discretionary Powers Committee for guidance and/or approval. Demonstrate understanding of clients/beneficiaries exposure to risk in the context of the account administration and ensure full documentation of our activities relative to the account.· Create/authorize accurate and timely accounting entries for payments to third parties, realization of assets, fee collection, trading activity, distributions to clients/beneficiaries. Review all account entries and cash positions on a daily basis, taking remedial action where required.· Prepare/approve detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local/judicial practice and subsequently obtain the approvals of the beneficiaries and/or the Courts to the charging of fees. Provide accurate forecasts as to the amount and collection dates of account fees and provide variance reports where required· responsible for developing multiple service client relationships based on formalized client strategies. - engage and inform the designated Team of Experts as to changes in client information and priorities. Show less

Financial Advisor 6

• Jul 2016 - Feb 2018

Financial Advisor 5

• Oct 2014 - Jul 2016

Financial Advisor 4

• Sep 2014 - Oct 2014

Personal Banking Officer Sales&Services

• Oct 2013 - Sep 2014

Customer Sales Represantative

• Apr 2012 - Oct 2013

American Eagle Outfitters

• Apr 2011 - Jun 2011

Sales and stock person, fill the floor, floorsets, markdowns, inventories, elements of visual (displays, bust forms and windows) Sales and stock person, fill the floor, floorsets, markdowns, inventories, elements of visual (displays, bust forms and windows)

Edmonton, Canada

• Sep 2010 - Jun 2011

Bachelor of Commerce Degree Bachelor of Commerce Degree

Head of the insurance payment and control department

• Jul 2008 - Aug 2010

•Insurance cases control and preparing for indemnification •Analyzing insurance case information for next step processing with legal department due to any attendant recourse action •Insurance indemnifications' recording and reporting •Development, adoption and leadership of new service for clients «Express indemnification » •International meeting participation; •Creating of 24 hours call centre for Ukrainian drivers in case of the motor accident ; •Organizational management of the department – from the first notification to the final payment; •Creating of the loss minimization system based on comparison of the information available (body shop price list, regional price monitoring •Personal contacts with all loss adjusters within the Generali Group companies; •Client support right up to the accident spot visiting. •Handling of the cases connected with cargo transportation; •Insurance fraud investigation; Show less

Head of Marketing Department

• 2003 - 2008

•Monitoring of the insurance market; •Brand researching; •Control after the development and implementation of marketing budgets and programs (plans) of different companies’ departments (more than 20 branches throughpout Ukraine) •Media planning; •Working out contracts; •Costs analysis of the marketing field either in the branches or in the company itself; •Formulation of the public conception in order to make up the company’s business reputation; •E-business manager’s plan, organize, direct, control and evaluate the design, development and maintenance of Internet and Intranet sites to manage an organization's Internet presence including public relations, communications and commercial activities. •Organization of press-conferences and presentations •Work with TV-channels (creation and placement of TV-ad) •Work with radio (creation and placement of audio-ad, different auctions and drawings, audio-branding etc.) •Development and implementation of advertisement campaigns on advertisement posters (placement, researches for placement, printing posters, conclusion of contracts etc.) Organization and implementation of different actions, seasonal sales, discount programs and other advertisement events. •Taking part in development of the conception of positioning and conception of PR-campaigns Show less