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Skills

  • Educational Instruction
  • Financial Securities
  • Investment Advice
  • Investment Management
  • Planning
  • Tax Services
  • Wealth Management

Services

  • Investment Advice

    $50/hr Starting at $100 Ongoing

    Dedicated Resource

    Advice on  all aspects of personal investment: including shares, bonds, property, alternative assets.  This could include portfolio structuing, wealth preservation, wealth growth, investing for school...

    Educational InstructionFinancial SecuritiesInvestment AdviceInvestment ManagementPlanning

About

Experience and highly qualified professional, with over 20 years experience in business and investment sector.

Highly qualified finance and business professional. Over 10 years experience in the finance, investment and client advisory industry. Over 10 years experience in business training, lecturing and education.
Outstanding presentation, relationship management , team building and project management abilities . Proven accomplishments in developing proficiency and skills in high caliber business professionals, investor relations, project manageStrengths in:

Investor communications Knowledge of Russian market/business culture
Business training across wide range of disciplines Project analysis and due diligence
Communication with senior business directors Knowledge of investment products and strategies
Relationship management International approach: US, Europe, Far East

Technical knowledge of: accounting, business management, business processes, management theory, marketing, company/business law (UK and International), property transactions, private equity/start ups, training/lecturing skills
ment. Holder of numerous financial, training and advisory qualifications

Skills Summary


Communication
● Deliver business training programmes to individuals and groups – design suitable materials, plan timetable.
● Client relationship management – advising on investments and explaining tax options
● Answered queries from private equity project investments / questioned project managers on business performance
● Addressed business risks and planned projects with senior business executives

Technical / Financial
● Conduct student assessment, design suitable tests to monitor progress, make recommendations for improvement
● Analysed reports and accounts from investment projects
● Designed syllabus and examination structure for start up language school
● Designed risk management strategies for investment monitoring
● Detailed analysis and reporting on client mergers/acquisitions projects

Research
● Researched financial and economic stories for Moscow radio station
● Identify potential new investment opportunities
● Evaluated ongoing investment performance, summarized overall results
● Assessed client portfolio and holdings in respect of changes in tax legislation
Management
● Developed private office client network from start up
● Coordinated monitoring and control of client investments
● Created network of partner schools and universities in start up education consultancy and agreed agency terms and agreements
Industry Experience
● Financial services, steel industry, nuclear industry, adult / business education industry, telecoms, aviation, natural resources, property, luxury assets, asset management, private equity, motor industry.

Education

Investment Management Certificate – 2009 / Financial Planning Certificate – 2005
Chartered Accountant (ACA) – 2000
MPhil – English Language/Literature – 1997 – Oxford University, UK
BA/MA – English Language/Literature – 1995 – Oxford University UK – 1st class