
Alexis Lambrou
Financial Consultant

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About me
Executive Director
Education

Technological Educational Institute of Patra
2001 - 2005Bachelor’s Degree Business Planning and Information Systems
Lanintio Lyceum B
1996 - 1999Economic Sector
Experience

Horwath DSP
Jan 2007 - Dec 2007Financial Consultant• Business Planning and Marketing.• Prepared Payrolls, Cash to Master (CTM), Final Wages (FWA).• Recorded accounting entries generated from the system.• Crew earnings & deductions, slop chest /provision stock• Analysed and approved the disbursements from agents.

Smart Solutions
Jan 2008 - Apr 2010Accounts executive• Promotion of the Company.• Delivering monthly new sales targets by managing a pipeline of opportunities generated by the Sales Development (SDR) colleagues as well as my own prospecting.• Nurture prospective clients through the full sales process from product demonstration to trial and close• Build and nurture client relationships throughout the sales and post-sales cycles.• Contribute to the growth and development of our product by providing feedback from conversations with your customers and prospects• Engage with the Sales and business leadership to coordinate marketing and sales activities• Update the CRM to document all activities on opportunities and follow-up Show less

Singular Logic
May 2010 - Jul 2016Application Specialist• Analysis and encoding of customers’ requirements• Consulting in business programs• Software installation• Software implementation• Training on software• Analysis and Collection of Technical Requirements

Hoch Capital
Sept 2016 - Aug 2017Head Of Portfolio Management• Support of the execution of relevant Client Agreements.• Provision of information to the Clients regarding investment possibilities and investment objectives• Performance of the Suitability Tests in regard to the Portfolio Management Services.• Establishment of the Department’s investment policy• Development of standard investment strategies• Establishment of the Client’s investment profile• Agreement of investment strategies with Clients• Placing Orders on behalf of the Clients• Reporting to Clients• Reconciliation of executed transactions• Reconciliation of composition of portfolios with the agreed strategies Show less

CIF
Sept 2017 - Mar 2023Executive Director & Head of RTO & Project Manager• Report and investigate at the initial level any trading related issues• Work with technical teams on product requirement and issues to deliver quality product • Working on several projects for the creation of products such as robot automated trading • Working with the development team to define investment strategies and products• Being in charge for each product, from launch, growth, and maintenance• Manage all accounting transactions• Maintaining records of financial transactions by establishing accounts; posting transactions; ensuring legal requirements, compliance• Overall control over the Company’s affairs and the management of the Company, especially as regards the implementation of strategic objectives Ensuring timely bank payments• MT5 Administrator platform – Configuration and implementation• Prime XM XCore Bridge - Configuration and implementation• Generate reports under the CySEC regulations • Detailed and thorough reporting according to regulatory standards• Investment risk monitoring• AML monitoring daily• Reconciliations between the platforms (LP, Bridge and MT5)• MT5 Monitoring• Reception and transmission of orders Show less

Pelican Trading
Apr 2023 - nowExecutive Director
Licenses & Certifications
- View certificate

Financial Services Legal Framework: Advanced Examination
CySEC - Cyprus Securities and Exchange CommissionSept 2015
Languages
- grGreek
- enEnglish
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