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.
Capital Markets Onboarding Group Analyst at Sumitomo Mitsui Banking CorporationCapital Markets Onboarding Group Analyst at Sumitomo Mitsui Banking Corporation