• Determine the company's strategic objectives, budget and mid-term goals.
• Monitored progress towards achieving P&L KPIs and group targets.
• Was responsible for overseeing company operations, reporting to the board members and developing the management team.
• Analysed of US and German stocks and ETFs.
• Was responsible for annual turnover over $10m.Led meetings and negotiations with potential clients.Buying stocks and ETFs (USA, Ukraine).
• Performed bond pricing calculations as of specific valuation dates, including yield-to-maturity and discounted cash flow analysis.
• Member of investment committee of 3 non-state pension funds and 1 joint investment institution.
• Responsible for market analysis and preparation of investment proposals.
• Supervised outsourced to external consultants: legal work, back office functions and accounting.
• Conducted securities trading through professional trading terminals on leading Ukrainian stock exchanges, including Ukrainian Exchange and Perspektiva. Controlled crediting/writing-off of securities.

• Negotiated the purchase/sale of securities.
• Participated in primary auctions when purchasing government bonds (Ukraine).
• Supervised other security traders.
• Performed bond pricing calculations as of specific valuation dates, including yield-to-maturity and discounted cash flow analysis.
• Executed securities transactions through professional trading platforms on major Ukrainian stock exchanges, including the Ukrainian Exchange and Perspektiva.
• Prepared detailed equity reports for HNWI clients and board members.
• Acted as Key Account Manager for the company’s insurance division, overseeing capital allocation and reserve management in cooperation with leading insurance providers.
• Ran KYC and AML checks of new and existing clients.

Supervised the opening of the restaurant Ciro's Pomodoro’s (UK) and The Penthouse night club (USA) in a more than 10,000 sq. m. entertainment complex.

• Carried out tender of construction companies and equipment suppliers, negotiated the terms, and coordinated the construction works.
• Supervised construction work and project implementation.
• Hired management staff, implement HR policies and project specific KPI’s.
• Was responsible for procurement and reconstruction budget management.
• Worked with insurance companies to negotiate optimal terms for property insurance, restructuring insurance, payment deferral arrangements, and third-party liability coverage.
• Worked with brand ambassadors of Coca-Cola, JTI, Phillip Morris, Hennessy and others to get marketing budgets and equipment. Managed to sell several privately branded booth in the Penthouse nightclub that allowed saving construction budget.

• Introduced the new asset structure of non-state pension funds and joint investment institutions.
• Drafted policies to comply with new regulations.Maintenance registers of contracts and security transactions.
• Controlled accounts Cash flows and liquidity of holding companies included and clients (UAH/USD/EUR).
• Negotiated terms and conditions of savings deposits and loans with senior banks.
• Managed the trading of gold under management with the leading Ukrainian banks.
• Was responsible for implementation of regulatory provisions of the National Bank of Ukraine and National Securities Commission within the group of companies.
• Developed investment proposals, led their implementation, and ensured continuous performance oversight aligned with strategic objectives.
• Prepared and supervised the execution of investment proposals for non-state pension funds and open-ended funds under management regarding securities, gold, and bonds positions.

• Managed register of contracts, clients, and securities trading.
• Prepared Sale and Purchase Agreements, current account agreements, property insurance agreements, saving deposits agreements, contracts for brokerage services, cover letters.
• Was responsible for precious metal trading.
• Negotiated loan terms and conditions with Ukrainian banks.
• Prepared documents for security traders and custodian banks regarding the securities trading.
• Ran KYC and AML checks.Short-term and long-term cash flow managements