Daniil Panfilov

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General competence:

  • creation of mathematical and financial models of the market, return on investment, demand, elasticity, pricing;
  • 49 accounts under management;
  • investment portfolios in operation – 15;
  • pamm accounts – 5;
  • staking funds under management – 3;
  • capital under management: $15.5 million.

Professional Experience:

  • Analytical experience: 9 years;
  • 4.5 years of partnership at AFP (Agence France-Presse) Germany; – Position: macroeconomic analysis and market monitoring;
  • 2 years of activity in RIA media holding (Russian International Information Agency); – Position: senior rating agent;
  • 2 years of activity at Branch Insurance USA; – Position: insurance lawyer; risk insurance, deposit insurance;
  • 1.5 years with Moscow Exchange MICEX-RTS; – Position: Head of the Foreign Securities Business Unit

Education:

  • Higher financial and economic education (Financial University under the Government of the Russian Federation, Moscow) – financial management;

Qualifications:

  • CFP® Qualifications 2015. – Certified Financial Planner through UC Berkeley Ext1ension’s Professional Sequence Training Program in Personal Financial Planning;
  • CIMA® qualification 2016. – is aimed at financiers and senior managers. The main objective is to develop managerial skills.

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