Jenya Katsnelson

Experience

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  City National Rochdale

  Jan 2008 - Jan 2023

  • LEAD, MOTIVATE, and INSPIRE a team that provides operational and administrative support to Portfolio Managers, Wealth Advisors, and clients. I believe that every interaction is an opportunity to learn and every obstacle is an opportunity to improve.• BUILD and MAINTAIN strong working relationships with clients, business managers, and internal employees.• PROVIDE oversight and guidance in the management of daily matters for over 900 High Net Worth Clients.• CREATE solutions and prevent problems by being proactive and resourceful.• ACT as a “go-to” person and provide help and guidance as appropriate. Show less • Transformed the Billing Department from a mediocre to top performing department.• Oversaw and directed daily billing operations. Responsible for billing all assets under management across all billing segments. • Supervised daily, monthly and quarterly billing processes to ensure clients’ fee schedules have been reviewed, accounts debited and advisors paid. ______________________________________________________________________________• Played a lead role as the primary point of contact for all Alternative Investments questions from Financial Advisors, Portfolio Managers and clients.• Oversaw the preparation of Subscription Documents that are sent to clients and made sure they were completed and signed everywhere where applicable. • Verified that due diligence has been performed to ensure clients are qualified to invest in a particular product. Show less • Promoted to a Supervisor 2 years after joining the Billing department.• Established myself as the go-to person for all client inquiries. Efficiently prioritized among a broad range of responsibilities. ______________________________________________________________________________• Created and presented Alternative Investment processes to internal employees. Prepared guides to demonstrate expense ratios and management fee rebates of all proprietary funds. • Administered yearly tender offers and acted as a liaison between clients, Financial Advisors & Fund Administrators. Show less

  • Team Lead - Investment Services Manager

    Oct 2015 - Jan 2023

  • Billing & Alternative Investment Manager

    Jan 2013 - Oct 2015

  • Billing & Alternative Investment Supervisor

    Jan 2008 - Dec 2013
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  Self-employed

  Jul 2020 - Aug 2022

  Nutrition and Stress Management Consultant

  • I help corporate professionals improve their productivity and uncover their best selves by tweaking their nutrition and teaching them stress management techniques while getting them to fall in love with a healthy lifestyle during the process!• When we feel great both physically and mentally, everything is just better! Your creativity, productivity, and ability to handle what life throws your way soars! You are kinder and more accepting of yourself and others!• Feeling great allows you to be the leader you always dreamed of! Show less

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  Best U Living

  Sept 2020 - now

  Corporate Wellness Consultant / All Day Energy and Productivity Coach

  Optimum brain power is the key to excelling at anything. Learning to synchronize both hemispheres of the brain will give you the advantage to take your well-being and productivity to the next level. The techniques I will show you will do precisely that.I can also help you learn to manage stress properly. Not all stress is bad; some can be motivating. I can help you address which foods work best for you, eliminate energy blocks, and increase your productivity and well-being.After 17 years of learning various modalities and techniques, I have a pretty good idea of what works in the corporate world and what doesn't. Show less