Carsten Fischer

Deliver strategic guidance to investor regarding servicing, relations, and sales activities, collaborate with German speaking investors, and support the sales team activities across Germany, Austria, and Switzerland. Execute trading operations by placing equity as well as fund of fund trades and delivering private placements within given time for all Freedom’s Funds.

Implemented strategic plan to manage production and distribution of German Factsheets and KIID’s. Determine sales, redemptions, and general queries relating to institutional and retail. Prepared production quarterly distribution report for board meetings and other ad­hoc reporting to board. Maintained the record of registers as per CDD and KYC compliance, produced report, and summited results to regulatory bodies.

Delivered impeccable service to meet and exceed customer expectations in line with company specifications. Liaised with major clients, brokers, loss adjusters, and solicitors to ensure smooth execution of daily financial operations. Evaluated and authorised management/statutory accounts and management report within time constraints. Revised investment reports and analysis, reconciled investment management purchase, managed sale contract notes, and calculated capital gains and losses.

Studium nach 6 Semestern abgebrochen, auf Grund familiärer Notsituation