About
Strategic Investment Partner with over a decade of experience in capital operations and investment management, specializing in identifying high-growth companies and optimizing diverse portfolios. Proven leader in cross-border M&A, equity investments, and strategic partnerships across healthcare technology, fashion, and beauty sectors. Drives significant value creation by assessing project potential, mitigating market volatility, and fostering executive-level collaborations to achieve robust financial outcomes.
Work
Private Investments (Fashion & Beauty Industries)
|Strategic Investor & Operational Partner
New York, NY, US
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Summary
Led strategic investments and operational oversight across multiple ventures in the fashion and beauty industries, focusing on market volatility mitigation and sustainable value creation.
Highlights
Initiated and managed a diverse portfolio of strategic investments across the fashion and beauty sectors, successfully mitigating market volatility and driving sustainable growth.
Provided comprehensive operational management and financial performance oversight for multiple asset classes, optimizing cash flow and enhancing business profitability.
Cultivated strategic partnerships with industry associates to identify and capitalize on high-potential market opportunities, ensuring long-term value creation.
Directed financial modeling and risk assessment, guiding capital allocation decisions that maximized returns while preserving capital in dynamic market conditions.
Independent Financial Asset Risk Management
|Founder & Lead, Financial Asset Risk Management Team
New York, NY, US
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Summary
Established and led a financial asset risk management team, delivering advanced portfolio analysis, financial modeling, and strategic investment support.
Highlights
Founded and directed a specialized financial asset risk management team, providing sophisticated portfolio risk analysis and strategic financial modeling.
Developed and implemented robust investment strategies, guiding capital allocation decisions to maximize returns while significantly minimizing market exposure.
Delivered critical investment strategy support, enhancing decision-making processes for high-value assets and ensuring alignment with long-term financial objectives.
Cultivated a track record of strategic financial leadership, consistently achieving optimal risk-adjusted returns through proactive management.
Cardiomo Care, Inc.
|Strategic Investment Partner
New York, NY, US
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Summary
Collaborated directly with the CEO of a pioneering healthcare technology firm to identify investment opportunities, structure partnerships, and drive corporate growth.
Highlights
Partnered with CEO Ksenia Belkina to identify and secure high-potential investment opportunities for a leading healthcare technology company.
Structured and executed strategic partnerships that expanded market reach and accelerated corporate growth initiatives.
Influenced executive-level strategic decisions, directly contributing to the long-term value creation and market positioning of Cardiomo Care, Inc.
Developed and maintained a long-term collaborative relationship, leveraging expertise to guide critical investment and growth strategies.
Plaid Inc.
|Data Risk Analyst
San Francisco, CA, US
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Summary
Leveraged advanced data analytics to identify emerging risks and enhance investment decision processes for a leading fintech company.
Highlights
Analyzed vast financial and transactional datasets to proactively identify emerging risks, enhancing the security and integrity of financial operations.
Designed and implemented robust risk assessment frameworks, contributing to secure, scalable, and compliant financial processes.
Provided critical data-driven insights that significantly improved investment decision-making and minimized exposure to potential financial threats.
Collaborated with cross-functional teams to integrate risk analytics into core product development, ensuring compliance and operational resilience.
HSBC UK
|Asset and Liability Management / Investment Advisor
London, England, United Kingdom of Great Britain and Northern Ireland
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Summary
Managed balance sheet optimization, liquidity, and regulatory compliance while providing strategic investment guidance to clients.
Highlights
Oversaw comprehensive balance sheet optimization and liquidity management strategies, ensuring robust financial health and stability.
Provided strategic investment guidance to a diverse client portfolio, consistently supporting high-value financial decision-making and wealth growth.
Ensured stringent adherence to regulatory compliance standards, mitigating risks and maintaining the bank's reputation.
Developed expertise in portfolio diversification, risk assessment, and capital allocation, optimizing client returns within defined risk parameters.
Education
California State University, Los Angeles
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Bachelor of Science
Finance
Skills
Strategic Investment & Portfolio Management
Strategic Planning, Portfolio Optimization, Investment Strategy, Capital Markets, Asset Management.
Multi-asset & Diversified Investment Expertise
Diversification, Asset Allocation, Alternative Investments, Emerging Markets, Cross-Border Investments.
Risk Assessment & Financial Analysis
Financial Modeling, Valuation, Due Diligence, Market Analysis, Regulatory Compliance, Data Analytics, Risk Mitigation.
Capital Allocation & Investment Decision Support
Investment Due Diligence, Deal Structuring, Performance Measurement, ROI Analysis.
Strategic Partnership Development & Collaboration
Mergers & Acquisitions (M&A), Equity Investments, Stakeholder Management, Business Development, Executive Relations.
Interests
Travel
Global Exploration, Cultural Immersion, Adventure Travel.
Outdoor Activities
Skiing, Camping, Golf, Skydiving, Scuba Diving, Beach Activities, Swimming.
Culinary Arts
Cooking, Food Appreciation.
Wellness
Yoga, Reading, Gym.