Bane Patchev, CFA

Building BnkPro, next generation trading and wealth-management solution. Focused on cash equity, ETF, Cryptocurrency and access to tier 1 liquidity pools.

Managing all aspects of creating the solution and the value proposition.

Responsibilities include:

• Content and functionalities of the product
• Design
• Market data flow and utilization
• Execution and custody relationship
• Set up a custody in compliance with FCA and EU regulatory bodies
• Set up a cryptocurrency execution and custody
• Pricing Policy
• Roadmap design and planning
• Vendor relationship

Head of Risk for FxPro Group

• Leading the transformation of an in-house AI and Machine Learning technology into a unique commercial proposition for the Investment and Advisory industry
• Designed and implemented the global proposition and strategy as well as developed the entire suite of unique solutions for the industry
• Project manager for the global road-map of our solutions and market expansion
• Leading the partnership relationship with international institutions
• Strategic decision making, complete trade-off analysis and scenario analysis to stay on track towards business deliverable commitments
• Working with internal and external customers to analyze the needs and align product road-map to strategic goals

• Responsible for the largest client base in the Financial, Risk and Legal division in MENA
• Managed a team of 8 market specialists
• Designed and implemented the entire digital transformation strategy by setting up the infrastructure, mandate, resource planning and performance management as well as setting KPIs, processes, campaigns and budget planning
• Developed relevant methodologies and procedures on data analytics
• Developed in-house technology to assist external and internal clients
  
• Partnered with the largest global financial institutions to design efficient investment decision processes
• Designed custom valuation models
• Revenue increase at 170% of the target within the two years of leading the team
• Led and managed the partnership discussions with C-level executives on the client side and inside stakeholders.
• Customer Satisfaction increase of 25% to a record 95% of “Extremely Satisfied Customers”
  
• Together with my team we pioneered innovative retention and sales methods & processes, and then scaled them up globally
• Created a culture of high performance, innovation and strong passion for success
• Created and led a global Blockchain Workgroup that worked on strategic projects of our content and functionality offerings

• Designed and Implemented workflow strategies for Investment Management, Risk and Treasury divisions of the global financial institutions
• Worked closely on FXAll and Dealing market expansion
• Created and improved complex financial modeling
• Regularly established strategic relationship with C-level executives that led to doubling our footprint within the Banking and Corporate industry
• Worked closely with the division heads and to ensure the efficient operation
• Represented the company within the investment community and managed the relationships with our partners
• Regional top performer for sales

• Managed the new product adaptation and migration
• Created and saw through a Six Sigma project that reduced the resolution times by up to 80%
  
• Recognized as the top performer within the team that gives comprehensive assistance to clients in the EMEA region on Thomson Reuters solutions suite
• Developed the community with the buy side in London as the Head Mentor for the CFA support groups offered to our strategic clients in the UK, such as Goldman Sachs and JP Morgan

• Analyzed financial reports for the listed companies in the EMEA region
• Top performer with "Exceeded" performance metrics
• Closely worked with the teams across the globe to improve the content quality of our reports
• Investigated customer queries and enhanced our content to add value to the user experience
• Created and led an automation project using Six Sigma methodology that improved efficiency by 20%
• Awarded a Certificate from the Thomson Reuters President for constructing and managing a top performing fund built on a risk adjusted basis. This was part of an investment simulation run on a global level and sponsored by the company