Fintech-focused financial pro with a solid track record in account management and client relations. Skilled at using technology to streamline processes, tackle risk, and boost efficiency. Strong grasp of compliance and client portfolio handling.
Overview
7
years of professional experience
Work History
Privacy Fintech
Founder & Financial Consultant
01.2018 - Current
Job overview
Founded and managed a fintech venture focused on privacy-centric financial solutions, ensuring compliance with data security regulations and industry standards
Developed expertise in digital payment systems, credit markets, and financial operations through hands-on projects and independent research
Studied financial regulations, IFRS, trust law, and banking compliance to build a deep understanding of risk mitigation and legal frameworks
Implemented technology-driven solutions for process automation, fraud detection, and financial optimization, improving operational efficiency
Gained strong knowledge in fraud prevention, transaction monitoring, and financial security best practices
Bench Accounting
Account Representative
02.2021 - 07.2021
Job overview
Managed a portfolio of small business clients, ensuring accurate financial record-keeping, reporting, and reconciliation
Assisted clients in financial planning and best practices to enhance account management and business growth
Collaborated with internal teams to address financial discrepancies and optimize financial workflows
Butler Mortgage
Account Representative
06.2018 - 01.2021
Job overview
Managed client accounts, guiding them through mortgage financing and explaining loan structures, interest rates, and payment options
Evaluated financial documents and credit histories to assess client risk profiles and recommend suitable solutions
Delivered exceptional customer service, ensuring clear and professional communication throughout the mortgage process
Developed negotiation and problem-solving skills by helping clients understand financial obligations and options
Education
TanenbaumCHAT
Toronto, ON
High School Diploma from Music, Engineering
06.2020
University Overview
Completed 3 years in Music and Engineering
Engineer Certified HS Program
GPA: Honor Roll
Volunteered in Youth Group, held position of leadership for 3 years
Swim Team, Track Team
Volunteered above 100hrs per high school year on average
Continuing education in AI and Technology Development in Software
Skills
Account & Client Relationship Management
Financial Analysis & Risk Awareness
Customer Service & Negotiation
Banking & Financial Compliance Knowledge
Dispute Resolution & Problem Solving
Data-Driven Decision Making
Strategic Communication & Persuasion
Digital & AI-Driven Financial Solutions
Process Optimization & Workflow Enhancement
Data Analysis & Risk Awareness
Financial Compliance Knowledge
AI & Automation in Finance
Strategic Problem Solving
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
French
Full Professional
Hebrew
Full Professional
Technical And Analytical Skills
Data Analysis & Risk Awareness: Proficient in assessing financial trends, customer risk profiles, and payment behavior.
Financial Compliance Knowledge: Strong understanding of consumer finance laws, banking regulations, and industry best practices.
AI & Automation in Finance: Experience leveraging technology for process automation, fraud detection, and financial optimization.
Strategic Problem Solving: Skilled at identifying inefficiencies in financial processes and implementing workflow improvements.
Timeline
Account Representative
Bench Accounting
02.2021 - 07.2021
Account Representative
Butler Mortgage
06.2018 - 01.2021
Founder & Financial Consultant
Privacy Fintech
01.2018 - Current
TanenbaumCHAT
High School Diploma from Music, Engineering
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