Alexey Makeev

Demonstrate adeptness in building and cultivating new and existing client relationship of various net-worth clients within the middle market segment (up to $1.2 mil) and their related businesses. Analyze and initiate the development of sales plan for each relationship to provide an array of serves including investment management, credit and banking products. Attention to detail, and high customer orientation

Directly communicated with customers in establishing banking and financial needs as well as providing customized presentations of optimal solutions to drive business growth. Took charge of promptly accommodating and troubleshooting issues to guarantee high satisfaction levels.

Established and strengthened client base through comprehensive research, tracking new opportunities and aggressive outbound calls targeted to promote and sell investment products

Assumed full responsibility in monitoring procedures related to tenant selection, lease management, insurance, and tax accounting. Oversaw diverse aspects of maintenance, repairs, and other daily operations. Rendered keen oversight in collecting rent and conducting tours of the property for prospective tenants. Carried out the completion of legal proceedings, tax information, budget planning, and office administration detailing

Finance