Shamil Mutalov
Almaty,South Kazakhstan
Summary
26 families from different countries (Kazakhstan, Switzerland, Russia, USA, Indonesia) with common capital 13 million US dollars.
Applied different investment and insurance instruments. For increasing capital using brokerage instruments, in Interactive Brokers, Exante or local brokers. Different saving solution made on Investors Trust, Hansard, Manulife etc.
For the aggressive risk profile investors, I suggest also include to the Pre-IPO solutions and cryptocurrency.
I also have a team, back-office who take actions on opening accounts, helps with the transactions.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work history
CEO
Mutalov Asset Management
02.2022 - Current
Currently, I lead the Mutalov Asset Management, company which focusing on providing personalized financial advices and guidance to client. I'm a founder and CEO.
Utilize my analytical thinking and excellent customer service skills to understand clients' financial goals and develop tailored investment and insurance strategies.
Communicate effectively with clients, explaining complex financial concepts in a clear and concise manner.
Provide ongoing support and monitoring of client portfolios
to ensure their financial objectives are being met.
Continuously stay updated on market trends and investment opportunities to provide clients with the best possible advice.
Provide financial advice and guidance to clients, managing a portfolio of 25 families with combined capital over 13 million dollar US.
Quality manager/Financial in chardge
Menard France
01.2018 - 02.2022
- I played a role in ensuring the highest quality standards and financial management of the company.
- Optimizing business processes, cash flow, and invoicing on construction sites in South Asia (Bangladesh/Malaysia) and Eastern Europe (Hungary).
- Managed and organized construction site works, ensuring efficient operations and timely project completion
Education
Higher National Diploma - Construction
Saint Petersburg State University
Saint Petersburg, Russia 08.2006 - 06.2011
Certificate of Higher Education - Financial Planning
DS Consulting
Moscow, Russia 02.2022 - 09.2022
Skills
- Team work
- Leadership
- Project Management
- Financial Management
- Business Development
- Client Satisfaction
- Investment
- Financial planning
- Strategic decision-making
- Data collection and analysis
Languages
English
Upper intermediate (B2)
Russian
Native
Bashkir
Native
Turkish
Advanced
Affiliations
- Tennis
- Football
Timeline
CEO
Mutalov Asset Management
02.2022 - Current
Certificate of Higher Education - Financial Planning
DS Consulting
02.2022 - 09.2022
Quality manager/Financial in chardge
Menard France
01.2018 - 02.2022
Higher National Diploma - Construction
Saint Petersburg State University
08.2006 - 06.2011
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