Securities Backed Financing Specialist with 6 years of experience advising senior executives, Family offices, and HNW clients on equities-backed financing requirements, providing strategic financial guidance, and bringing clients' financial objectives by leveraging listed securities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
V.P. Capital Markets
Millennia Capital Partners
Hong Kong
08.2023 - Current
Assisted the company in structuring the fund to increase global stock exchange coverage and simplifying the securities financing agreement.
Analyzed industry trends to maintain a competitive edge and alerted management to new opportunities with non-hedged securities-backed financing products.
Created an internally-developed method for measuring risk and investing based on daily trading volume, insider ownership, volatility, and institutional ownership and market cap size.
Created internal processes to enable up-to-date KYC practices and maintain global best practices.
Founder
MedCorp OÜ
Tallin
11.2020 - Current
Developed and implemented marketing strategies for new clients, resulting in $1M in origination in 6 months.
Ensured client compliance with global securities regulations, including HKex and SEC.
Maintained and analyzed a database of all client requests, in order to dole out loans to clients in a timely manner.
Proactively identified new opportunities for marketing and business growth through industry trends and technology.
International Account Executive
StoneCreek Global
Cayman Islands
11.2019 - 10.2021
Drove $2 million in revenue through business development activities and partnerships.
Negotiated and closed three new investment deals for the company.
Created a business plan and business case for the company.
Assisted in the formation of a roll-up acquisition strategy using listed shares for a client.
Developed a presentation on how to create and manage new deal pipelines across wealth management firms in Europe.