About

• Full ownership of portfolio construction, beyond sales. • Crafted custom portfolios with strong risk-adjusted returns. • Clients value my strategic insights on new opportunities. • At SPOZZ, influenced business strategy, enhancing positioning.

Cases & Experiences

• Built portfolios for private clients with $500K-$3M assets, meeting risk-return goals. • Supported Swiss startup SPOZZ in music-tech, aiding $3M fundraising. • Advised HNWIs on investments across Latin America. • Managed investor relations for boutique asset managers.

Work Order

• Enhance investment decks and presentations. • Analyze risk-return profiles of portfolios. • Simplify complex financial concepts. • Advise on investor communication strategies. • Aid in early-stage fundraising and strategy. • Create educational financial content.

How to contact

About myself

With over 12 years in private banking and investment advisory, I've specialized in evaluating investment opportunities and portfolio analysis. My strategic insights have shaped company positions and delivered strong returns. Clients value my business acumen and consult me frequently.

Job Description

I seek part-time or consulting roles where I can leverage my expertise in financial analysis and investor relations. Preferring remote work, I aim to support investment projects and client advisory while maintaining flexibility for personal business development.

How to contact

How I can help you

I transform complex financial topics into clear, engaging materials. By crafting scripts, articles, and videos, I boost brand trust and engagement. My content, free from jargon, is tailored to audience needs and proven to attract leads.

People I am looking for

Looking for clients like: - Financial firms - Asset managers - Fintech startups - Content teams - Marketing agencies

Experience & Cases

Achievements include: - Advising high-net-worth clients - Creating strategies and analysis - Generating leads via social media - Simplifying investment content for broader reach

How to contact

How I can help you

Enhance investor relations by managing CRM for pipelines, contacts, and follow-ups. Craft tailored reports and pitch decks. Identify and fill gaps in contact tracking. Customize communication and reporting for each investor’s unique needs.

People I am looking for

Ideal clients include SPOZZ.club and private banking projects. Seeking private banking and club projects to enhance investor relations and streamline processes.

Experience & Cases

Achievements include supporting SPOZZ.club's investor relations, co-developing a pitch deck, and fundraising for private banking projects. Past work includes insured export operations and gas pipeline financing.

How to contact