Yuliia O.

Financial Engineer

I am a dedicated professional with proven track record of providing strategic financial planning and consulting services. Skills & Experience: - Collaborated with clients to understand their financial objectives and risk tolerance, tailoring investment plans to align with their goals. - Conducted comprehensive financial analysis, evaluating clients' current financial situations and recommending strategies for wealth accumulation and risk management. - Developed and presented detailed financial plans. - Advised clients on various financial products, including mutual funds, stocks, bonds, and alternative investments, based on their risk profiles and investment horizons. - Conducted seminars and workshops on financial literacy, educating clients on personal finance, investment strategies, and retirement planning. Software proficiency: - Microsoft Excel - Financial Planning Software (eMoney) - CRM - Bloomberg