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Moran Elyakim

Moran Elyakim

Controler

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location of Moran ElyakimIsrael

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  • Timeline

  • About me

    Senior Real Estate Analyst at RM Group LTD

  • Education

    • Ono Academic College

      2008 - 2010
      Master of Business Administration (M.B.A.) Finance, General

    • The College of Managemment - Academic Studies

      2004 - 2007
      Bachelor's degree IT and Finance

  • Experience

    • Clal-Gemel

      Mar 2005 - Apr 2011
      Controler

      During my time at Clal I have filled many roles in 3 main departments: Client Relationship Division, Controllers division specializing in Investments, and the Business Intelligence Developing Department.

    • Pioneer International Group

      May 2011 - Nov 2015
      Financial Planner

      Analyze clients' needs and risk profile to create a holistic, tailor-made portfolio.

    • Ofek for Life - מעגל החיים הפיננסי שלך

      Dec 2015 - Dec 2019
      VP of Financial Planning

      זהו תהליך אישי המלווה אותך לאורך כל מעגל החיים. הוא עוסק בהבנת מטרותיך בחיים וזיהוי הפערים בין החלומות למשאבים. בהמשך, התכנון הפיננסי מוביל לפיתוח ויישום אסטרטגיות שיסייעו לך להשיג יעדים ומטרות, ע"י טיפול נכון בכל הנושאים הפיננסיים.

    • RM Group LTD

      Jan 2020 - now
      Senior Real Estate Analyst

  • Licenses & Certifications

    • Analysis and valuations of public companies

      Israel Institute of Finance (IFI & BDO)
      Mar 2020

    • Pension Advisor

      Israel Securities Authority
      Jun 2014

    • Certified Financial Planner

      FPSB (UK) LIMITED
      Apr 2017

    • Investment Advisor

      Israel Securities Authority
      Oct 2015