Anfisa Filenkova
Squamish,British Columbia
Summary
Throughout my career, I have consistently focused on guiding individuals and businesses towards financial success. By providing comprehensive advice on various financial products and services, I help clients manage their money effectively while deepening their understanding of financial matters. My ability to identify market trends and respond proactively is crucial for achieving long-term results.
As a customer-centric Client Service Representative with a proven track record in relationship management, issue resolution, and exceptional service delivery, I am well-equipped to excel in this role. My strengths include strong communication, problem-solving, and proficiency in CRM software. In previous positions, I have successfully enhanced customer satisfaction and cultivated lasting client loyalty.
Overview
17
17
years of professional experience
Work History
Chief Executive Officer
Nodle Global Markets
Port Louis, Mauritius
06.2023 - Current
- Nodle Global Markets was founded in 2023 with the goal of providing top-notch services in the securities industry. Since then, we have worked tirelessly to establish ourselves as a reputable and reliable partner for our clients. We create a unique architecture of international infrastructure and become a reliable provider of financial services in the global market.
Financial Consulting Volunteer
Raanan and Ofer Ron Law Firm
Haifa, Israel
09.2022 - 11.2023
- Provides the investing and financial planning for companies' clients.
- Determines the needs of clients, including alternative investments, banking, trust, loan solutions, and family succession planning.
Deputy Director of Investments
Fontvielle Investment Company
Moscow, Russian Federation
12.2019 - 02.2022
- Worked closely with the Members of the Board to define the model and strategic direction of the company for providing investment services on the global markets.
- Developed a business plan and budgeting.
- Developed of sales channels and promotion. Project "Woman and Investing".
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Provided recommendations concerning cash management, investment planning and insurance coverage.
- Assisted in managing most types of assets, including structured products, bonds, currencies, derivatives and ETFs.
- Developed documents and monitors the various complex scenarios on the annual plan for the strategic funds.
- Provided professional advice with an ability to address complex credit and investment needs, concerning both personal and business needs.
- Resolved and prevented client's banking problems.
Head Of Corporate Finance
The Home Money LLC
Moscow, Russian Federation
12.2015 - 06.2019
- Attracting investments / debt financing from local and international banks, non-state pension funds, insurance and brokers companies.
- Long-term and short-term funding.
- Issuing bonds, extension of listed bond maturity, holding annual “put” of each bond issue, restructuring. Strategic investing, M&A deal.
Deputy Head Of Credit Department
Group of companies Zhilizhniy Capital
Moscow, Russian Federation
09.2012 - 12.2015
- Manage of project financing, debt capital, bank guarantees, tender loans, credit lines.
- Strategic modeling and evaluation, business plan and cash flow.
- Project insurance.
Credit Manager
Group of companies Zhilizhniy Capital
Moscow , Russian Federation
06.2007 - 09.2012
- Oversaw reporting, documentation and recordkeeping requirements for department.
- Wrote and implemented standard operating procedures for credit personnel to achieve consistency in unit operations.
- Negotiated settlements and payment terms with customers and delivered customized payment plans.
Education
Postgraduate Degree - Financial Planning
Douglass College
Vancouver, Canada01-2024
Course, International Banking -
University of Southampton
The United Kingdom Of Great Britain01-2006
Bachelor and Master's degree - Finance
Sant-Petersburg State University
Saint-Petersburg, Russian Federation01-2004
Skills
- Salesforce proficiency
- Analytical thinking
- Client Relationship Development
- Wealth management
- Planning and organizing
- Risk management
- Capital funding
- Financial Forecasting
Languages
- English
- Russian
References
References available upon request.
Timeline
Chief Executive Officer
Nodle Global Markets
06.2023 - Current
Financial Consulting Volunteer
Raanan and Ofer Ron Law Firm
09.2022 - 11.2023
Deputy Director of Investments
Fontvielle Investment Company
12.2019 - 02.2022
Head Of Corporate Finance
The Home Money LLC
12.2015 - 06.2019
Deputy Head Of Credit Department
Group of companies Zhilizhniy Capital
09.2012 - 12.2015
Credit Manager
Group of companies Zhilizhniy Capital
06.2007 - 09.2012
Postgraduate Degree - Financial Planning
Douglass College
Course, International Banking -
University of Southampton
Bachelor and Master's degree - Finance
Sant-Petersburg State University
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