Years of experience: 20
💰 Investor & VCFinancial AnalystAuditor💼 C-level ExecutiveCFO🏦 Finance
Trust Score
Highly reliable; strong professional involvement.
Sergey's Career Path
Jan. 2023 -Present
BIL SuisseSenior Investment Advisor
Zurich, Switzerland · On-siteAssisted clients with working out their financial plans, conducting independent investment research, and completing trades and transactions to meet their financial goals. Built and managed fixed income portfolios for high-net-worth clients, managed duration and FX risk with appropriate derivatives.
Nov. 2020 -Dec. 2022
Deutsche BankInvestment Manager
Zurich, SwitzerlandManaged multi asset-class portfolios by interacting directly with the clients. In charge of asset allocation for client portfolios under management. Implements, according to client needs, strategies in Equity, Fixed Income/Microfinance/Senior loans, Structured products, Commodity and Private Equity & Hedge Funds space.
Jan. 2014 -Nov. 2020
UBSInvestment Advisor
Zurich, SwitzerlandManaged multi asset-class portfolios for UHNW clients by interacting directly with the clients. In charge of asset allocation for client portfolios under management. Implemented, according to client needs, strategies in Equity, Fixed Income/Microfinance/Senior loans, Structured products, Commodity and Private Equity & Hedge Funds space.