Results-driven investment professional with expertise in portfolio structuring, financial analysis, and client strategy. Skilled in acquisition, operations, and relationship management, with focus on performance and long-term value creation.
Leading client acquisition and onboarding; structuring, managing, and monitoring investment portfolios; fostering long-term client partnerships through performance, trust, and personal connection.
Tracking corporate performance; building valuation models for internal use and external publication; publishing financial analysis and corporate profiles of Bulgarian companies via FactSet, Bloomberg Terminal, and proprietary channels.
Strategic problem-solving
Operational leadership
Network development and relationship management
Creative and analytical thinking
FSC Chartered Investment Advisor
FSC Chartered Investment Advisor
FSC Chartered Stockbroker