Robert Milstein
Inhaber, Experienced Event Organiser -- Corporate Finance and Strategy, Robert Milstein
London, Vereinigtes Königreich
Werdegang
Berufserfahrung von Robert Milstein
Bis heute
Experienced Event Organiser -- Corporate Finance and Strategy
Robert Milstein
1 Jahr und 9 Monate, Okt. 2006 - Juni 2008
Conference Producer, Corporate Finance and Capital Markets
Marcus EvansOrganised a series of pan-European business conferences on a variety of issues. Researched and created comprehensive event programmes while collaborating closely with leading multinational enterprises. Expertise in current issues involving Corporate Fraud and Forensics, Internal Audit, International Taxation and Transfer Pricing, Investor Relations, Financial Shared Services, Financial Transformation, Controlling, Derivative Operations, Hedge Fund Administration, etc.
3 Jahre, Dez. 2003 - Nov. 2006
Private Access Operations Group (licensed stockbroker)
Fidelity Investments
Assisted high net worth clients and their branch account executives Provided high net worth clients and their advisors with tailored solutions and exception processing for their investment portfolios. Interpreted and resolved cross-product issues to ensure transaction integrity. Prioritised between multiple complex client cases based on potential monetary loss, market sensitivity, and customer value. Worked with business partners such as margin, treasury, legal/risk, transfer agents and contra brokers.
Sprachen
Englisch
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