Summary
Overview
Work history
Education
Skills
Languages
Certification
Timeline
Generic

Ned Dimitrov

Brighton

Summary

Result-oriented multilingual professional with a strong affinity for business development and technology implementation. Proven talent for identifying new business niches and developing new markets. Familiar with raising capital through capital markets and individual investors. With over eight years of experience in sales, stocks and options trading, financial advice, and consulting. Skilled in building long-lasting relationships with clients and investors. Analyst with strong communication and organizational abilities. Responsive to clients' needs, coworkers and management. Recognized for being resourceful and adaptable to any office environment. Able to handle multiple priorities and meet deadline schedules. Currently hold Certificate in Advanced Investment Advice.

Overview

15
15
years of professional experience
7
7
years of post-secondary education
1
1
Certification

Work history

Equity trader

Proprietary Funds
Mississauga, ON, Canada
01.2019 - 08.2025
  • Trade equity, bonds and options on US and Canadian exchanges
  • Developed risk management procedures for improved trading results.
  • Transacted large-volume trades (over 60 trades daily) whilst maintaining high level of precision and accuracy.
  • Identified lucrative investment opportunities by conducting thorough market research.
  • Streamlined trade execution processes for increased efficiency and productivity.
  • Managed multiple portfolios simultaneously, ensuring optimal asset allocation.
  • Implemented effective hedging strategies for reduction in financial risk exposure.
  • Executed trades swiftly in fast-paced, dynamic markets for maximum profitability.
  • Provided insightful recommendations on equity investments, enhancing client's portfolio performance.
  • Stayed up-to-date with latest market news and developments, influencing trading decisions positively.
  • Monitored market fluctuations closely, facilitating timely decision-making on trades.
  • Develop and execute option strategies
  • Executed complex trades across different markets demonstrating exceptional multi-tasking ability.

Independent Board Member

Visionstate Inc.
Toronto, ON
01.2019 - 01.2023
  • Participated in strategic and investment decisions of Board of Directors
  • Performed due diligence and researched potential acquisition targets.
  • Chaired committee meetings for productive discussions and deliberations.
  • Mitigated risk factors with diligent oversight and auditing procedures.
  • Formulated financial strategies, promoting fiscal responsibility across all departments.
  • Leveraged industry experience and contacts to fuel growth in niche markets.
  • Worked with board of directors to establish objectives and decisively lead operations.
  • Improved board meeting efficiency by streamlining decision-making processes.
  • Established clear communication channels, improving stakeholder relationships.
  • Collaborated on business plans, resulting in successful execution of projects.
  • Provided counsel during crucial negotiations, leading to favourable agreements.
  • Bolstered shareholder value by advocating for sustainable business practices.

Assistant Financial Advisor

Manulife Securities Inc
Oakville
01.2019 - 01.2020
  • Prepared materials and financial reports for client meetings-3-4 meetings daily on average
  • Completed all meeting follow-up activities
  • Scheduled and confirmed all client appointments
  • Handled client account administration, including client queries and requests
  • General office administrative duties as assigned.

Managing Partner, Director

Global Frontier Exploration Ltd.
London, UK
01.2016 - 01.2019
  • Identified resource exploration opportunities for several international mining companies in Eastern Europe
  • Consulted foreign and local exploration companies on various resource exploration and mining projects, land acquisition, permits and licensing
  • Assisted companies with raising strategic capital
  • Fostered relations with government and regulatory agencies to process applications and obtain permits and concessions on time
  • Consulted on Economic geology, Feasibility Study, and Resource calculations
  • Consulted on Mining (general mine design, open pit and underground mine surveying, 3D mapping and modelling, slope and cavern and more)
  • Participated in Engineering geology, geotechnical engineering and hydrogeology
  • Contracted experts (geologists, engineers, geo-chemists, drillers, etc.), general labour and interns.
  • Negotiated lucrative deals by building strong relationships with key stakeholders.
  • Developed strategies for business growth and expansion.

Owner and managing director - small boutique investment consulting company

CIS Capital Inc.
Mississauga
01.2016 - 01.2019
  • Managed investments for group of self-investors and businesses - around 2 million AUM
  • Advised businesses on financing options and strategies
  • Conducted investment presentations and guided clients on investment decisions
  • Responded to investors' inquiries and requests and addressed investors' concerns
  • Identified suitable investment structures to implement strategies in consideration of individual clients circumstances and preferences
  • Conducted investment research and formulated views on investment options
  • Assessed investment management agreements and negotiated terms with investment management providers
  • Designed and implemented Advanced Investment Strategies
  • Maintained up-to-date knowledge of market practice and legislation
  • Designed and implemented tax-optimization strategies
  • Educated and trained financial services companies' personnel in business development techniques, clients' solicitation and acquisitions, financial software training, trading platforms and techniques.

Financial Advisor (IIROC)

Edward Jones Canada
Mississauga
01.2013 - 01.2015
  • Built proprietary investment practices through client acquisition
  • Managed 4 million of assets for clients
  • Proactively approached prospective clients
  • Responded to investors' inquiries and requests and addressed investors' concerns
  • Designed comprehensive financial plan tailored to clients' needs and objectives
  • Researched securities, mutual funds and ETFs and prepared investment portfolio
  • Built extended network of referrals
  • Adhered to regulatory, compliance and anti-money laundering (AML) requirements.

Licensed Assistant (IIROC)

HollisWealth
Mississauga
01.2012 - 01.2013
  • Solicited clients on behalf of advisors to grow book of business
  • Researched securities, mutual funds and ETFs and prepared investment portfolio
  • Placed trades on behalf of advisors
  • Prepared financial plans
  • Responded to investors' inquiries and requests and addressed investors' concerns
  • Opened accounts, prepared accounts and tax documents
  • Designed Tax optimization strategies for clients
  • Performed portfolio reviews
  • Carried out day-to-day duties accurately and efficiently.
  • Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
  • Liaised with clients to maintain relationships and foster repeat business.
  • Answered phone calls promptly, providing excellent customer service.

Mutual Funds Portfolio reconciliation administrator

Manulife Securities
Burlington
01.2011 - 01.2012
  • Processed Mutual Funds trades including transfers, sell, buy, switches and non-financial changes on timely basis
  • Handled day-to-day accounting
  • Reconciled daily cash and follow up on trades
  • Prepared month-end reports and investigate account issues
  • Proficient in FundSERV and Dataphile.
  • Compiled essential data into useful spreadsheets enhancing overall understanding of business performance.
  • Maintained high levels of data accuracy for smooth business operations by conducting regular database audits.

Education

Graduate Diploma in Management - Finance and Treasury - Finance

McGill University, Montreal
Montreal, QC, Canada
01.2009 - 11.2010

Masters in Geological Engineering (MEng) - Geological Engineering

University of Mining and Geology, Sofia, Bulgaria
Sofia, Bulgaria
09.1995 - 06.2000

Skills

  • Bloomberg Station, SQL, MS Office
  • Calm under pressure
  • Problem-solving
  • Communication skills
  • Portfolio management, Risk management, Market knowledge
  • Interpersonal communication
  • Strategic decision making
  • Effective time management
  • Client relationship building
  • Client advising
  • Securities trading, Trade execution, Trade optimisation, Equity analysis, Electronic trading systems usage
  • Financial planning
  • Self-motivated
  • Investment management, Technical analysis, Financial statement interpretation

Languages

English
Fluent
French
Intermediate
Russian
Intermediate
Bulgarian
Native
Macedonian
Fluent

Certification

Certificate in Advanced Investment Advice

Portfolio Management Techniques (PMT)

Conduct and Practice Handbook (CPH)

Advanced Investment Strategies (AIS)

CE Compliance Program

Wealth Management Essential Course (WME)

Derivatives Fundamentals and Option Licensing Course (DFOL)

Trader Training Course

Investment Advisors Training Program

Canadian Securities Course (CSC)


Timeline

Equity trader

Proprietary Funds
01.2019 - 08.2025

Independent Board Member

Visionstate Inc.
01.2019 - 01.2023

Assistant Financial Advisor

Manulife Securities Inc
01.2019 - 01.2020

Managing Partner, Director

Global Frontier Exploration Ltd.
01.2016 - 01.2019

Owner and managing director - small boutique investment consulting company

CIS Capital Inc.
01.2016 - 01.2019

Financial Advisor (IIROC)

Edward Jones Canada
01.2013 - 01.2015

Licensed Assistant (IIROC)

HollisWealth
01.2012 - 01.2013

Mutual Funds Portfolio reconciliation administrator

Manulife Securities
01.2011 - 01.2012

Graduate Diploma in Management - Finance and Treasury - Finance

McGill University, Montreal
01.2009 - 11.2010

Masters in Geological Engineering (MEng) - Geological Engineering

University of Mining and Geology, Sofia, Bulgaria
09.1995 - 06.2000

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Ned Dimitrov