Eduard Kazatsky

Experience

• 

  Bellagio Property Management LLC

  May 2015 - Aug 2015

  Real Estate Analyst Intern

  • Researched residential/commercial properties and analyzed potential profit margins• Assisted in preparing proposals to company investors• Met with real estate investment companies to discuss and evaluate properties they offered• Attended property auctions with company partners

• 

  Kaplow & Kaplow CPA

  Jan 2017 - Apr 2017

  Tax Intern

  • Review both individual and corporate tax returns to ensure accurate preparation • Utilize the Lacerte software to process tax returns efficiently to guarantee a high standard of client satisfaction• Assist in converting companies’ handwritten books into QuickBooks

• 

  AXA Advisors, LLC

  May 2017 - Aug 2017

  Sales Intern

  Worked directly with the Divisional Vice President to analyze clients' financial portfolio.Used Asset Map software to aid in creating a financial plan for clients.Utilized various methods of prospecting to bring in new clients to the company.

• 

  UBS

  Sept 2017 - Mar 2018

  Wealth Management Intern

  • Work alongside four financial advisors, performing due diligence regarding potential clients in the area.• Participate on client meetings in which the financial goal analysis is reviewed with the client.• Utilized UBS Intellectual Capital to select equity and fixed income recommendations for current clients.

• 

  Three Bridges Capital

  Jun 2018 - Jun 2019

  Associate
• 

  Benchmark Investments, Inc.

  Aug 2019 - Mar 2022

  Senior Associate
• 

  Kingswood U.S.

  Aug 2020 - now

  • Vice President

    Mar 2022 - now

  • Senior Associate

    Aug 2020 - Mar 2022