Vice President

• Jul 2022 - Present

Advocacy chair

• Jan 2020 - Present

Board Member

• Jul 2019 - Jul 2022

Visiting Lecturer

• Sep 2019 - Present

Quantitative Methods, Introduction to Management Accounting BA (Hons) Accounting & Finance University of West London Quantitative Methods, Introduction to Management Accounting BA (Hons) Accounting & Finance University of West London

Head Institutional Wealth Management

• Sep 2021 - Feb 2023

Asset Manager

• Sep 2015 - Sep 2021

. Manage discretionary and investment advice portfolios on behalf of Institutional and Individual investors.. Institutional investors include large provident funds, pension funds, insurance companies and large corporations.. Build Investment Policy Statement producing Strategic Allocation based on objectives and constraints of each client.. Create and analyze model portfolios based on asset classes and individual security selection.. Member of the Asset Management Investment Committee for decision – making and reviewing clients’ portfolios.. Capital Markets constant monitoring. Show less

Portfolio Manager

• Mar 2014 - Aug 2015

Responsible for managing assets on behalf of high net-worth retail and institutional clients trading in financial securities mostly in currency pairs. Major duties include: • Assess the risk tolerance of clients. • Build and manage portfolios comprised of algorithmic trading strategies based on risk/return parameters. • Serve as point of contact for clients regarding all portfolio management related issues. • Develop, analyse and optimise automated trading strategies. • Monitor the market at all times and be informed on all economic events, market holidays and arrange for any adjustments to be made to specific markets or financial instruments. Show less

Fund Manager

• Feb 2013 - Mar 2014

• Fund Manager of Interfund, a closed end fund listed in the Cyprus Stock Exchange.• Assess of risk tolerance for strategic allocation of assets according to Investment Committee's policies upon Board's approval.• Trade in ETFs trading in NYSE Composite covering the technology, health care, building, micro-cap, industrial,energy and the commodities sector.• Invest in blue chip stocks trading in the Swiss Stock Exchange(incl. Nestle, Swatch Group, SwissCom etc)• Trade in blue chip stocks trading in the Athens Stock Exchange. Mainly covering the banking sector, telecommunication and others in the FTSE/Athens Large Cap Index.• Use of algorithmic modeling to create trading and investing strategies. • Use of technical indicators to implement different trading models(trend and volatility follower) and use of keystone financial ratios and fundamental analysis for investing purposes. Show less

StockBroker

• Mar 2010 - Feb 2013

• Reception, Transmission and Execution of orders on behalf of clients for stocks, corporate and government bonds trading in the Cyprus Stock Exchange, ATHEX, NYSE and Western Europe markets.• Execute orders on behalf of clients for major currency pairs.• Responsible for obtaining and maintaining investment firm's client roster. Evaluate portfolios on a daily basis to meet investment needs. • Coordinator of trading platforms used for execution purposes, acting as a liaison between the company and third-party providers.• Responsible for opening up trading accounts for retails and professional clients. Assess their objectives and ability included in the customer agreement under MiFID Law. Show less