Über Sergey
Englisch
Muttersprachlich oder zweisprachig
Französisch
Grundkenntnisse
Deutsch
Konversationssicher
Projekt- und Berufserfahrung
- Zenith GroveDirectorBERATUNG & AUDITSJanuar 2023 - Heute (3 Jahre und 5 Monate)Zürich, Switzerland
- Designed operating and governance model for an investment entity under real regulatory and capital constraints.
- Set strategic priorities, budgets, and sequencing under limited resources.
- Coordinated legal, accounting, technology, and external advisors.
- Acted as sole decision-maker across investment, risk, and organizational trade-offs.
- EFG BankSenior advisor, Executive DirectorBANKEN & VERSICHERUNGENNovember 2024 - März 2026 (1 Jahr und 4 Monate)Zürich, Switzerland
- Led book transformation efforts (AuM $500m with $5m annual revenue) for ultra-high-net-worth individuals and families, converting transactional and brokerage relationships into discretionary and advisory mandates to increase recurring, conflict-free revenue.
- Developed and delivered client narratives articulating the economic, governance, and fiduciary advantages of ongoing advisory contracts, including transparent fee structures that eliminate product-driven conflicts of interest.
- Banque Internationale à LuxembourgSenior advisor, Executive DirectorBANKEN & VERSICHERUNGENNovember 2024 - August 2025 (9 Monate)Zürich, Switzerland
- Managed a $350m UHNW advisory book (~$3m revenue) with a mandate to increase assets under contract through discretionary and advisory solutions.
- Designed advisory value propositions and process frameworks for recurring relationships, gaining early operating-model experience despite limited authority over execution.
Empfehlungen
Sei die erste Person, die Sergey empfiehlt
Teile Deine Erfahrung aus der Zusammenarbeit mit diesem Freelancer.
Diese Freelancer passen auch zu Ihren Kriterien
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Ausbildung und Abschlüsse
- MSc in FinanceLondon Business School2011Investment decision-making. Corporate finance, Investment management, Private equity and venture capital financing
- BSc in EconomicsPlekhanov Russian University of Economics2004Decision-making under uncertainty. Mathematical methods in economics, statistics, probability theory.
Zertifizierungen
- Certified Chartered AccountantACCA2010