Sophia Lynn

Social policy making: housing sector, energy efficiency; Private sector development: creation of the housing sector market, gender focus; Sustainable financing solutions: financial infrastructure and new banking sector products; Donor relationship and fundraising: long term engagement with the Swiss Confederation; attracting >€ 100 million for advisory and co-financing support for multi-family buildings from EC and Government of Germany; Project set-up, management.

Established and managed business advisory services practice for the Urals Region, Russia. Developed regional advisory strategy, conducted industry sector research and identified potential advisory clients. Established market presence by building alliances with the region’s business, governmental, educational, diplomatic, and cultural communities.

Development and delivery of the consulting practice in the Caspian Region by development of the cross-functional consulting proposals in banking, mining extraction, state investment holding, international wealth management, and wholesale trading businesses, among other spheres.

Supported administration of the multi-million client portfolios. Oversaw portfolio growth and coordinating activities via internal bank partners. Assured due-diligence, bank compliance, and fiduciary services. Oversaw smooth functioning of private foundation trusts with total value > $10 million. Key responsibilities included fiduciary duties, annual reviews, funds disbursements, loan collection and coordination. Streamlined servicing by establishing databases, automating processes by ~ 50%.

Successfully assisted multiple trust officers with quality administration of large portfolios consisting of revocable/irrevocable trusts, investment management accounts, IRA’s and custody accounts of >$200M.

Finance

International Finance, Trade and Economic Integration