Thanasis

Chasapis

PDMS Oversight Services Highly detail-oriented oversight officer in the wealth management services, responsible for identifying anomalies to minimize operational loses: • Addressed Key Performance Indicators, including Income & Distributions and Settlements to investigate existing and potential issues • Evaluated and modified data visualization to enhance the internal controls • Assessed risk events by applying preventative and corrective actions • Pivot Tables user to visualize and monitor the progress of issues

Risk Assessment: Conduct a thorough evaluation of risk tolerance, investment horizon, and financial objectives. This assessment forms the foundation of the advisory framework, enabling a more customized investment strategy. Market Analysis: Continuously monitor and analyze the cryptocurrency market, assessing various factors such as market trends, regulatory developments, technological advancements, and macroeconomic indicators. Portfolio Management: Develop and manage a diversified cryptocurrency portfolio. This involves selecting appropriate cryptocurrencies, determining asset allocation, rebalancing the portfolio periodically, and implementing risk management strategies.