Yevgeni Agerd Email
Founder and CEO @ WELREX
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Yevgeni Agerd Location
- United Kingdom
Yevgeni Agerd Work
- Founder and CEO @ (October 2019 - Present)
- Business Student @ Columbia Business School, London Business School, Hong Kong University (May 2016 - July 2018)
- Managing Partner @ Private Wealth Management Expert (July 2016 - September 2017)
- Managing director @ Machlin-Oracle Limited(renamed Aldbourne Investment Advsiors after I left) (September 2012 - July 2016)
- Head Of Sales @ (September 2011 - September 2012)
- Relationship Manager @ (January 2007 - April 2011)
- Mortgage Specialist @ (October 2006 - July 2007)
Yevgeni Agerd Education
- Columbia Business School
Executive MBA
2016-2018 - London Business School
Executive MBA
2016-2018 - The University of Hong Kong
Executive MBA
2016-2018 - International University Audentes
BA (International Relations)
2001-2004 - CFA Institute
Level 1
- CFA Society of the UK
Investment Management Certificate Unit 1 Level 4 (IMC - Investment Management Certificate Unit 2 Investment Practise)
- Institute of Financial Services/School of Finance
CeFA Certificate for Financial Advisers
- Institute of Financial Services/School of Finance
CeMAP - Certificate in Mortgage Advice and Practise
- Oxford University
New Economic Powers
Yevgeni Agerd Skills
- Asset Management
- Business Development
- Entrepreneurship
- Financial Services
- Investments
- Management
- Portfolio Management
- Strategy
- Banking
- Private Banking
- Credit
- Finance
- Mergers and Acquisitions
- Corporate Finance
- Mergers
- Wealth Management
- Asset Managment
Yevgeni Agerd Summary
- Yevgeni Agerd, based in United Kingdom, is currently a Founder and CEO at WELREX. Yevgeni Agerd brings experience from previous roles at Columbia Business School, London Business School, Hong Kong University, Private Wealth Management Expert, Machlin-Oracle Limited(renamed Aldbourne Investment Advsiors after I left) and Oracle Capital Group. Yevgeni Agerd holds a 2016 - 2018 Executive MBA @ Columbia Business School. With a robust skill set that includes Asset Management, Business Development, Entrepreneurship, Financial Services, Investments and more. Yevgeni Agerd has 2 emails on RocketReach.
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