לא צויין
זכר
נשוי
****
אין פרטים זמינים
מיידית
מקצועית
עברית
אנגלית
רכב פרטי – רישיון ב'
רכב פרטי
University of Toronto
Economics
Life Insurance Course
Primerica "life Insurance Course " - Toronto, Canada
· "Life Insurance I"
Professional Investment Management
The Canadian Securities Institute (CSI) - Toronto, Canada
Self Study
· "The Canadian Securities Course" (CSI)
· "The Canadian Options Course" (CSI)
· "The Canadian Futures Course" (CSI)
· "Management Practices Handbook Course" (CSI)
Commodities Futures Broker License
Securities Training Corporation - USA
Self Study
·National Commodities Future - Exam series 3
·NFA Branch Manager - Exam series 30
Real Estate Agent License: Real Estate
Ministry of Justice – Israel
Self Study
·Real estate Agent Licensing
השכלה
דיפלומה
Education
University of Toronto
Economics
Life Insurance Course
Primerica "life Insurance Course " - Toronto, Canada
· "Life Insurance I"
Professional Investment Management
The Canadian Securities Institute (CSI) - Toronto, Canada
Self Study
· "The Canadian Securities Course" (CSI)
· "The Canadian Options Course" (CSI)
· "The Canadian Futures Course" (CSI)
· "Management Practices Handbook Course" (CSI)
Commodities Futures Broker License
Securities Training Corporation - USA
Self Study
·National Commodities Future - Exam series 3
·NFA Branch Manager - Exam series 30
Real Estate Agent License: Real Estate
Ministry of Justice – Israel
Self Study
·Real estate Agent Licensing
שירות צבאי
1987 - 1990
שירות צבאי מלא
ניסיון תעסוקתי
2019-01 -Present Self Employed FedPort & FedPort Ltd. Jerusalem, Israel FedPort- Free lance consulting on regulatory issues for Tradency FedPort- Home Services Real Estate Investments FedPort Ltd. Financial services, assist firms in getting the funding they need. 2014-04 -2019-01 Director Of Business Development Cx Technologies/ DX Exchange, Ramat Gan Reported directly to the CEO and member of the management team. Head of Partnership Program
Member of exchange listing team to evaluate new listings (ICO ) and assess the feasibility of the exchange listing. Collaborated with management to build and implement effective policies for recruiting strategic
partners. Registered the company with the CFTC, CySec, and the FCA, preparing legal documentation and member of the compliance team. Oversaw the development of projects being
developed specifically for the U.S. Market. Consulted with product development teams to enhance products based on customer
eeds and data. Consulted with product development teams to improve products based on customer needs and data.
2007-04 -2012-06
Vice President of Client Services & Compliance
Tradency, Rehovot
Reported directly to the CEO and member of the management team. Responded to and resolved customer questions and concerns. Developed and enhanced job assignments for the support team, planned production schedules, and strengthened task flow organization. Conducted periodic inspections to evaluate operational activities and implement timely resolutions for diverse concerns. Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring to individuals with lagging skills. Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and developing leaders from within. Delivered successful training to more than 60 employees during my five-year tenure. Trained and implemented successful work processes and productivity strategies. Approved and monitored advertising, social media
and online sources to ensure compliance with financial regulatory rulings.
2004-01 -2007-01
Senior Coach IDT Global Israel, Jerusalem, Israel
Reported directly to General Manager. Worked with the general manager to resolve agent problems, improve operations and provide exceptional customer service. Supervised new coaches in
delivering excellent customer service to callers requiring assistance with customer service, retention, and billing issues. Provided ongoing assistance to new coaches in building team development. Managed quality assurance program, including on site evaluations, internal audits, and customer surveys. Developed team communications and information for team and staff meetings. Managed a team of over 30 customer support, sales, billing, and retention agents. Constantly outperformed all sales, support, and member satisfaction metrics. Mentored, trained, and advised new coaches.
Experienced Executive with several years of B2B and B2C in finance and hi-tech industries. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services and creating solutions for customers to drive loyalty, retention, and revenue. Highly adept at training, managing, coaching, and mentoring sales and customer service associates; with a talent for interacting with staff at all levels of the organization and the public. Multi-Talented leader consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.
