Elena Maksimovich

Partnerin, Financial Advisor, elenamaksimovich.ru

Pinsk, Weißrußland

Über mich

Welcome to my profile! This is Elena Maksimovich, your Independent Financial Advisor. I advise and train people on personal finance, helping them avoid financial mistakes and build capital for their future, the future of children, or just for passive income. She received specialized training from leading american and european financial experts at Logic Planning Group (NY, USA). Accredited member of the SRO National Association of Financial Planning Specialists (NASFP). My mission is to help more families become confident in their financial future by creating capital for passive income, education of children, inheritance and financial protection of the family.

Fähigkeiten und Kenntnisse

Banking
Credit
Sales
Financial Analysis
Investments
Financial Planners
Strategic Planning
Personal Training
Investment Advisory
Retirement Planning
Customer Services
Life insurance
Management
Coaching
Personal Financial Planning
Annuities
Trustee Investments
Certified Financial Planner
Financial Seminars
Public Performance
UHNWI
HNWI
Affluent
Private Banking
Multi-Family Office

Werdegang

Berufserfahrung von Elena Maksimovich

  • Bis heute 3 Jahre und 7 Monate, seit Nov. 2020

    Financial Advisor

    elenamaksimovich.ru

    • Independent financial consultant, international expert. • Partner of the international consulting company in the field of personal financial planning Logic Planning Group (LPG). • My credo: wealth planning defines life. • Today: I advise and train entrepreneurs and managers, helping them avoid financial mistakes and build capital for their future, the future of children, or just for passive income. • Solve problems: where to invest in order to increase capital and create financial independence.

  • 1 Jahr und 10 Monate, Jan. 2019 - Okt. 2020

    Head of Retail Banking

    JSC StatusBank

    • General management of the bank. • Organization of internal control in the bank. • Organization and control of operational activities, cash desk of the bank.

  • 8 Jahre und 3 Monate, Nov. 2010 - Jan. 2019

    Head of Retail Banking

    Idea Bank Belarus (Getin Holding S.A. group)

    • Active sales of banking products and services. • Advice and service to clients. • Daily analysis and evaluation of the efficiency of the office. • Development and implementation of measures aimed at increasing sales. • Providing high quality customer service.

  • 1 Jahr und 10 Monate, Feb. 2009 - Nov. 2010

    Senior Banking Operations Specialist

    JSC Belagroprombank

    • Lending to legal entities loans to pay wages. • Investment lending, credit line (renewable, non-renewable). • Financial leasing, letter of credit, bank guarantees, foreign currency loans.

  • 10 Monate, Mai 2008 - Feb. 2009

    Senior Specialist of Retail Services

    JSC Bank Moscow-Minsk

    • Consultation, acceptance of documents. • Examination and preparation of the conclusion of the credit service, the issuance of credit support.

  • 2 Jahre und 11 Monate, Juli 2005 - Mai 2008

    Chief Specialist of Corporate Business

    JSSB Belarusbank

    • Short-term loans, long term loans, loans for payment of wages. • Investment lending, credit line (renewable, non-renewable). • Financial leasing, letter of credit, bank guarantees, foreign currency loans, advice. • Monthly monitoring of signs of bad debts, checking, preservation and evaluation of the quality of the collateral. • Monitoring and evaluation of credit risk loans receivable for the purpose of its qualification. • The regulation of foreign exchange position.

Ausbildung von Elena Maksimovich

  • 3 Monate, Feb. 2022 - Apr. 2022

    Financial Advisor, Financial Consulting

    International University of Digital Economy and Technology

    Financial consulting

  • 2 Monate, März 2021 - Apr. 2021

    International Financial Advisor, Module One of Personal Financial Planner Program

    Lincoln University (Oakland, CA)

    Financial consulting

  • 3 Monate, Jan. 2021 - März 2021

    Independent Financial Advisor, Individual Financial Planning

    Invest Planning Group

    Financial consulting

  • 3 Monate, Nov. 2020 - Jan. 2021

    International Insurance and Investment Consultant

    Management & Marketing Universal Business School

    Financial consulting

  • 3 Monate, Juni 2020 - Aug. 2020

    Independent Financial Advisor

    Moscow International Higher Business School MIRBIS (Institute)

    Financial consulting

  • 3 Monate, März 2020 - Mai 2020

    Independent Financial Advisor, Individual Financial Planning

    Logic Planning Group

    Financial consulting

  • 4 Jahre und 10 Monate, Sep. 2000 - Juni 2005

    Banking, Finance, Credit

    Pinsk State Higher Banking College of the National Bank of the Republic of Belarus

    Banking

Sprachen

  • Russisch

    Muttersprache

  • Englisch

    Gut

  • Polnisch

    Grundlagen

21 Mio. XING Mitglieder, von A bis Z