FILMON WOLDEMICHAEL

Location: London NW* Mobile: 074**-****** Email: ad3jwn@r.postjobfree.com

PROFILE

A driven professional with excellent knowledge and skills across the financial markets, investment, and financial client services A tenacious employee with a passion for financial service and an unrivalled work ethic who is ready to add value immediately QUALIFICATIONS

• BA (Hons) Economics, Upper Second-Class Classification (2:1) Coventry University 2016 – 2019 University Societies: Coventry University Financial Trading Society Modules included: Financial Investment, Mathematical Techniques, Statistics, Econometrics and Managerial Economics

• CPD Certified Forex and Stocks Course

• Working towards CFA UK Level 4 Certificate in Investment Management (IMC) RELEVANT WORK EXPERIENCE:

Account Manager / FinTech Client Services at YouLend March 2023- Present

• Understanding the funding objectives of each business, analysing their industry, unique business models, and providing customized solutions that encompass expansion strategies, diversification of services/products, and refurbishment plans.

• Utilizing effective sales techniques to promote the services offered by You Lend and continuously expanding knowledge of the lending market to ensure You Lend maintains its position as the leading provider of FinTech merchant cash advances.

• Understanding how changing financial conditions effect businesses and the lending market.

• Achieving substantial growth for You Lend by consistently meeting team targets of £4 million in lent funds daily and up to

£100 million per month. Additionally, achieving individual targets of up to £1 million in lent funds per month.

• Advancing from managing initial partnerships to overseeing critical strategic partnerships at YouLend, including eBay, Dojo, Amazon, Take Payments, and Tide banking.

• Evaluating the sales performance of my team during monthly meetings and providing actionable solutions to enhance our performance compared to the previous month. Additionally, identifying areas for improvement in our FinTech product to ensure we remain at the forefront of the lending market. Fortrade Ltd (Investment Broker) February 2022- August 2022 Senior Sales Account Manager / Client Services

• Became the quickest promoted to Senior Sales Account Manager within just 5 months due to outstanding sales performance.

• Cultivating enduring relationships with high-net-worth (HNW) and (NHW) clients, external analysts, and account managers.

• Training/ assisting clients in utilizing Fortrade products, understanding the FT platform, market trends, and risk management.

• Gaining insight into the financial objectives of each client, creating personalized client profiles, and developing tailored investment portfolios.

• Collaborating with analysts in daily meetings to discuss the analysis and price forecasts of various financial markets, building strong analytical skills.

• Utilizing analyst forecasts and financial data to effectively present, negotiate, and execute client deals. Monitoring client accounts and managing existing portfolios using Excel spreadsheets, each with different deal sizes.

• Proactively managing both existing and new accounts by presenting new investment opportunities.

• Offering bespoke investment solutions to address the impact of news and market trends on each client's investment strategy. Sales Account manager September 2021- February 2022 Fortrade Ltd (Investment Broker)

• Successfully converting prospects to active customers through communication in compliance with FCA & CySEC regulations

• Monitoring new and existing relations with clients by leveraging CRM and communicating with 200 clients per day

• Being the first point of contact, responding to queries and gathering detailed KYC

• Gathering client documents for the verification process during the onboarding process whilst liaising with operations and risk

• Maintaining the provision of account management services using CRM for the portfolio of over 2500 clients

• Through strong team skills ensuring the team’s monthly sales targets were hit every month

• Achieved recognition for consistently surpassing monthly individual targets by at least 150% Junior Forex Trader November 2019 – April 2020

Samuel and Co

• Successfully completed the prestigious Samuel and Co Junior Trader Programme, gaining key knowledge in the financial markets through studying a forex and stocks course, gaining a CPD certification

• Selected to manage a pivotal £25,000 account, focusing on increasing account growth, and achieving all targets whilst collaborating with Senior Traders

• Developed outstanding account management skills, gaining an understanding of controlling stress during the management of large trades, maximising technical and analysis and quantitative analysis ENTREPRENEURIAL PROJECT: 2018-Present

Personal Trading and Investment Experience

• Successfully launched entrepreneur career in the financial markets, utilising passion for investment management, gaining valuable trading and financial markets knowledge and experience whilst live trading

• Investigated and tested multiple technical analysis strategies including institutional and hedge fund trading

• Managed the logging and analysis of trading performance daily, utilising excellent Microsoft skills

• Ensured stringent deadlines and schedules are adhered to using time management skills

• Conducted key research in stocks, index, commodities, and crypto markets including analysis of company projects, news and financial statements encompassing cash flow sheets, and major investment bank articles before making investment decisions

• Successfully growing, and managing a personal diversified stocks portfolio including companies in technology and ESG- sustainable investment

KEY SKILLS

• Highly competent user of Microsoft Office: Excel, Word, PowerPoint, Teams

• Broad Technical skills: VSA (Volume Spread Analysis) Smart money trading, Eliott Wave Analysis, Financial markets including Stocks, Index, Commodities, Forex and Cryptocurrency markets

• Key Soft Skills: Sales, Negotiation, Communication, Client Relations, Collaboration skills, Leadership skills, Analytical Skills

• Computer Software Skills: Bloomberg Terminal, Salesforce (CRM), HubSpot and Air call EXTRACURRICULAR ACHIEVEMENTS/ INTERESTS

• Completed the “National Citizen Service” and a Global Generation Program, designed to develop key skills in young people

• Strong interest in psychology and philosophy and understanding the power of the mind

• Keeping up to date with Finimize, Financial Times, Yahoo Finance, The Economist, and Investment Bank forecasts

• Managing a personal investment portfolio in the financial markets

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