Profil
Ms. Olga Afonina is an Assistant-Investment Operations at Aspiriant LLC.
She joined Aspiriant in April 2010.
Prior to joining Aspiriant, She worked as Personal Banker at Well Fargo Bank.
In Russia, She worked as a branch of VTB Bank then became an assistant branch manager at Sibacadem Bank after only two years in the industry.
She has distinguished herself with an ability to quickly assimilate and adapt to evolving market conditions, maintaining an exceptional sales record for her branch while overseeing credit investigations and reporting.
Ms. Afonina has a BS in Economics from the Khabarovsk Academy of Economics and Law and a Masters Degree in Finance from Golden Gate University in 2009.
Her multi-national background has given her a thorough grounding in international finance and wealth management, and she plans to continue her post graduate education by going back to Golden Gate University to start the Financial Planning Certificate Program next year.
Ehemalige bekannte Positionen von Olga Afonina
| Unternehmen | Position | Ende |
|---|---|---|
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
| VTB BANK | Corporate Officer/Principal | - |
SibAcademBank JSC
 SibAcademBank JSC Major BanksFinance Sibacadembank JSC provides banking services in Russia. The company was found on June 25, 1990. The company is located in Novosibirsk, Russia. | Corporate Officer/Principal | - |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Trading-Equity | - |
Ausbildung von Olga Afonina
| Golden Gate University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| VTB BANK | Finance |
| Private Unternehmen | 3 |
|---|---|
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
SibAcademBank JSC
SibAcademBank JSC Major BanksFinance Sibacadembank JSC provides banking services in Russia. The company was found on June 25, 1990. The company is located in Novosibirsk, Russia. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
