About
Highly accomplished Strategic Investment Partner with over a decade of expertise in investment management and capital operations, specializing in identifying high-growth opportunities and executing cross-border M&A, equity investments, and strategic partnerships. Proven track record of driving significant growth and long-term value creation for diverse ventures, including a pioneering healthcare technology firm and successful ventures in the fashion and beauty sectors. Adept at leveraging strategic financial leadership to optimize portfolio performance and build robust executive and investor relationships.
Work
Independent Investment Partnership
|Independent Investment Partner, Fashion & Beauty Industries
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Summary
Partnered with trusted associates to strategically invest in the fashion and beauty industries, overseeing operational management and financial performance to mitigate market volatility.
Highlights
Spearheaded strategic investments across the fashion and beauty sectors, successfully mitigating market volatility and driving substantial business growth across multiple asset classes.
Managed comprehensive operational and financial performance for diverse ventures, optimizing cash flow and ensuring sustainable value creation.
Identified and capitalized on emerging market opportunities within consumer-facing industries, achieving portfolio diversification and robust returns.
Cultivated strong partnerships to execute investment strategies, demonstrating expertise in both financial oversight and operational management.
Independent Financial Asset Risk Management
|Founder & Lead, Financial Asset Risk Management Team
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Summary
Founded and led a financial asset risk management team, delivering sophisticated portfolio risk analysis, financial modeling, and investment strategy to optimize capital allocation.
Highlights
Established and led a specialized financial asset risk management team, developing and implementing advanced portfolio risk analysis methodologies.
Delivered comprehensive financial modeling and investment strategy support, directly informing and optimizing capital allocation decisions.
Maximized investment returns while significantly minimizing exposure through proactive risk identification and mitigation strategies.
Demonstrated strategic financial leadership by guiding complex investment decisions across diverse asset classes.
Cardiomo Care, Inc.
|Strategic Investment Partner
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Summary
Partnered directly with the CEO of Cardiomo Care, Inc., a pioneering healthcare technology firm, to identify high-potential investment opportunities and drive corporate growth initiatives.
Highlights
Collaborated directly with CEO Ksenia Belkina to identify and capitalize on high-potential investment opportunities within the digital healthcare technology sector.
Structured and negotiated strategic partnerships, significantly expanding market reach and enhancing product development capabilities for a growing tech firm.
Influenced executive-level strategic decisions, contributing to the company's growth trajectory and long-term value creation in a competitive market.
Provided critical investment leadership, guiding capital allocation and resource deployment to accelerate innovation and market penetration.
Plaid Inc.
|Data Risk Analyst
San Francisco, CA, US
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Summary
Leveraged advanced financial and transactional data analytics at a leading fintech company to identify emerging risks and enhance investment decision processes.
Highlights
Designed and implemented robust risk assessment frameworks, enhancing data security and operational integrity for scalable financial operations.
Analyzed vast datasets of financial and transactional information to proactively identify emerging risks, significantly improving investment decision accuracy.
Contributed to the development of compliant and secure financial platforms, supporting Plaid's position as a leading fintech innovator.
Translated complex data insights into actionable recommendations, guiding strategic risk mitigation and operational improvements.
HSBC UK
|Asset and Liability Manager & Investment Advisor
UK
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Summary
Managed balance sheet optimization and liquidity for HSBC UK while providing strategic investment advice to clients, ensuring regulatory compliance and high-value financial decision-making.
Highlights
Oversaw balance sheet optimization and liquidity management, ensuring robust financial health and regulatory adherence for a major global banking institution.
Provided strategic investment guidance to a diverse client portfolio, developing tailored strategies for portfolio diversification, risk assessment, and capital allocation.
Developed and implemented risk management frameworks, enhancing regulatory compliance and operational efficiency within asset and liability management.
Successfully navigated complex financial landscapes, consistently supporting high-value financial decision-making and contributing to client wealth growth.
Education
California State University, Los Angeles
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Bachelor of Science
Finance
Skills
Strategic Investment & Portfolio Management
Strategic Investment, Portfolio Management, Asset Allocation, Investment Strategy, Diversified Investments, Multi-Asset Management, Capital Operations, Value Creation.
Risk Management & Financial Analysis
Risk Assessment, Financial Analysis, Data Risk Analysis, Financial Modeling, Liquidity Management, Regulatory Compliance, Balance Sheet Optimization, Quantitative Analysis, Market Volatility Mitigation.
Corporate Development & Partnerships
Capital Allocation, Investment Decision Support, Cross-border M&A, Equity Investments, Strategic Partnerships, Corporate Growth Initiatives, Business Development, Executive Collaboration.
Leadership & Operations
Strategic Leadership, Stakeholder Management, Team Leadership, Relationship Building, Operational Management, Cash Flow Optimization.
Industry Expertise
Fintech, Healthcare Technology, Fashion Industry, Beauty Industry, Emerging Markets.
Interests
Outdoor Activities
Traveling, Skiing, Camping, Golf, Skydiving, Scuba Diving, Beach Activities, Swimming.
Wellness
Yoga.
Culinary Arts
Cooking, Food Appreciation.
Intellectual Pursuits
Reading.