Yuri Berg

• CEO & C-Level Management Board support in the business transformation & strategy, cost & process optimization, product offering & IT Project Management

- All-round relationship management of under 200 mln EUR portfolio with RoA and NAI targets - Investment advisory / acquisition of new clients / PR & promotion activities and direct client contact on a daily basis - On-boarding of the private & corporate clients, front + back office activities support (investment advisory, compliance, legal, credit department etc.) - Active stock exchange trading, order placement and adhoc trading (bonds, ETF, equities, FX, options, metals, etc.)

In-house (NDA agreement) consulting project as part of a six members ESMT Berlin MBA team - Defined and presented project scope and objectives to the Management Board (MB) of one of the Bayer's global departments - Conducted multiple managerial meetings and interviews with the Bayer MB, incl. top management - Analyzed and helped shaping department's brand identity, developed value proposition - Conducted industry's market research, produced step-by-step action plan for the MB

- All-round relationship management of the private/corporate clients, front + back office interconnection activities (compliance, credit department etc.) - Investment/acquisition activities and client advisory. Close cooperation with Investment office. - Active stock exchange trading, order placement and adhoc trading (bonds, ETF, equities, FX etc.)

- Full documentation and IT systems support of the private banking front + back office - Process and team optimization tasks - PR and client related content preparation - Active stock exchange trading execution (FX, stocks, bonds etc.) - Complete follow up of the underlying processes

- Initiated and implemented optimization measures, helped saving over 120,000 EUR yearly - Communication with brokers, customers, pilots and flight support; hands on mentality. - Cost calculus and business proposal offerings. - Schedule planning and controlling. - All-round managerial support.

- Financial data mining and analysis. - Holding, competitors and market financial analysis. - Data interpretation and presentation. - Preparation of financial reports and adhoc papers to the board.

- Directed in-depth market research, financing and budgeting activities, built CRM base and boosted PR/sales

- Managed a team of 5 members, fund-raised, marketed and realized international educational project. - Participated in multiple workshops, conferences and trainings.

#1 company and employer in telecom services at the time - Accomplished extensive 3 months long technical & service training and constant on-the-job coaching - Facilitated and promoted advanced data services to B2B, VIP and key clients, retained and negotiated under pressure - Promoted, sold and supported high-end services as part of a multitasking “one stop shop” concept.

#1 company and employer in telecom services at the time - Solved financial issues, promoted services and products, problem solving with clients. - Under pressure, pay per performance work, teamwork to meet deadlines and goals.

- Initiated process & team changes, served and later co-led an emergency unit at strategic military air force base

Elected Class Representative Successful change and improvement lobbyist Co-organized International Field Seminar in Berlin, London and Tel Aviv with a focus on high-tech innovation Worldwide Ranking: #10 in Europe, The Economist 2017 #15 Globally (US excluded), Bloomberg Business Week 2017

Worldwide ranking (2017): #11 by Economist #15 by Financial Times #16 by Bloomberg

Graduated with distinction - top 5% of the class (GPA 1.27) Accomplished M.Sc. while having full/part time jobs to finance the venture and another MA in parallel #1 university of Austria #154 out of 950 universities worldwide

Passed with merit (GPA 1.3) Finance major