Coinbase

Senior Sales Associate | Coinbase Prime

Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange.

Account Manager | Coinbase Prime

Credit Suisse

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients
 
• Supported RMs with client relations on a day-to-day basis and maintaining a service culture of excellence 

• Supported team head and RMs to achieve ambitious NNA, AuM growth and revenue targets throughout FY 2017 and Q1 2018.

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (CH)

• Assisted senior management (department head and MDs) in gaining financial transparency of the business area and maximizing sales potential for PB Advisory and Sales.

• Supported weekly and monthly NNA, AuM growth and revenue reporting and financial analysis

• Provided in-depth analysis and specialist advice to investment consultant, relationship management, and wealth planning divisions

Advisory & Sales Private Banking IWM Europe Team 

GRANA

•   Lead a market expansion strategy in Singapore for a fast-growing, Hong Kong based 
    e-commerce fashion start-up

•   Streamlined the company’s supply chain management to meet just-in-time requirements 
    for temporary point of sale (POS)

•   Re-structured data management system to reflect KPI needs and performed cross-reference 
    analytics for new market customer base in order to optimize the pop-up store model 

•   Controlled for expenses and cash flows and advised management as well as on-the-ground
    sales teams

External Business & Sales Consultant

Silverhorn Advisors

•	Lead sales initiatives and supported several multi-strategy in-house funds and two portfolio managers with reporting, reconciliation & client services

•	Performed financial valuation analysis through the use of DCF, trading comparables, and leveraged buyout methodologies

•	Performed in-depth portfolio and benchmark analytics in response to market events and client requests

•	Oversaw daily cash flows and managed asset reconciliations of FI products, stocks, options, futures, and swaps

•	Prepared materials for equity offering and financial advisory presentations and internal presentations

Analyst

Swisspro SR SA

•	Delivered impactful and positive business change by leading sales campaigns and developing a robust market expansion strategy within a team for a leading Southeast Asian based water filtration systems firm in conjunction with the University of St. Gallen. The strategy was successfully implemented to the client’s fullest satisfaction

External Sales Consultant

TalkPool Network Services AB

•	Data entry, client relations, accounting, maintaining filing systems, taking dictation, operating office equipment.

Sales Specialist

Institutional sales leader with 10+ years managing key client relationships across North America, Europe, and Asia (ex-Japan), maintaining a 95%+ retention rate.

I’m part of Coinbase’s core institutional sales team, working directly with our UHNWI segement and strategically critical clients. I grow and manage a high-performing institutional book at the heart of the platform.

Transitioned from TradFi to crypto in 2021 and now help clients confidently enter and scale in the digital asset space—while educating 26k+ LinkedIn followers, with 15M+ content views.

Andrew Axelrod

Intelitegen Limited

A Private Process Outsourcing (PPO) cell for business facilitation. Sector agnostic with a focus on quality and ethics.

Founder

Notz Stucki Origins

Senior Private Client Manager

ECR Advisors SA

Directeur Adjoint

AfrAsia Bank Limited

• Banking - Frontline (Europe, Indian Ocean, Africa)
• Delivery of full banking services (advisory on savings and investments, credit, bank cards, custody accounts, advisory on cash flow management, hedging)
• Point of referral to other financial services specialists (brokerage services, investment arm, offshore management companies, insurance)

Relationship Manager, Private Banking

• Assistant to the Relationship Manager
• Presentation of investment products (in line with my specialisation)

Customer Relationship Officer

• Data collection, analysis of financial markets and macroeconomic research
• Assessment of funds and other investment products
• Portfolio assessment with regards to customer risk profiling

Financial Analyst

One Financial Limited

• Commodity (Gold, Silver, WTI Crude Oil) and FX futures on the Global Board of Trade (Bourse Africa); proprietary trading and brokerage services; execution
• Analysis of financial markets
• Relationship management and development

Trader

Cim Stockbrokers (SWAN Securities)

• Started on the trading desk in 2010 (execution) before integrating the research team in 2011 to develop investment strategies on the local equity market
• Analysis of financial markets, preparation of macroeconomic and sectoral reports and buy/sell/hold recommendations on large capitalisation stocks

AfrAsia Investments Limited

• Assessment of funds and other investment products
• Support to relationship managers to market investment services offered by the bank

GHF Futures

• Euribor futures; focused on calendar spread strategies
• Long/Short recommendations on equity and commodity options

Derivatives Trader

As an investment professional with expertise in business valuation and financial modeling, I help organisations unlock their true potential by delivering accurate, insightful, and data-driven analyses.

With a strong foundation in investment management, financial analysis, and corporate finance, I partner with businesses to assess their value, identify growth opportunities, and present compelling investment cases.

My approach is tailored to the unique needs of each client, regardless of size, sector, or business cycle, providing clear and actionable recommendations for stakeholders, investors, and executives.

Whether working with startups seeking funding or established firms refining their strategic goals or where shareholders wish to exit, I focus on aligning financial objectives with long-term growth.

I also heavily emphasise on a fairer and more equitable global monetary system and on capital markets working in favour of the human condition.

taplio

The Battle

Andrew Axelrod

Adil Aboobakar, CFA

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