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I am a Banking and Finance professional with 14 years of experience across Ultra High Net Worth clients, asset management, and treasury management. I have delivered treasury management, research, and investment opportunities across Real Estate and operating businesses, with a track record at leading banks and fintech-adjacent firms. I am a curious, hands-on team player who excels at analyzing complex financials and presenting compelling investor materials. I am fluent in German, Portuguese, English, Hebrew, and Spanish, with a cosmopolitan perspective from Brazil, Switzerland, Israel, and the UAE. I thrive on building strong relationships with family offices, external asset managers, and innovative startups, and I enjoy turning financial insights into actionable opportunities.…I am a Banking and Finance professional with 14 years of experience across Ultra High Net Worth clients, asset management, and treasury management. I have delivered treasury management, research, and investment opportunities across Real Estate and operating businesses, with a track record at leading banks and fintech-adjacent firms. I am a curious, hands-on team player who excels at analyzing complex financials and presenting compelling investor materials. I am fluent in German, Portuguese, English, Hebrew, and Spanish, with a cosmopolitan perspective from Brazil, Switzerland, Israel, and the UAE. I thrive on building strong relationships with family offices, external asset managers, and innovative startups, and I enjoy turning financial insights into actionable opportunities.

LIOR KREUTNER

Pitch Deck Designer, Project Manager, Content Creator, +2

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I am a Banking and Finance professional with 14 years of experience across Ultra High Net Worth clients, asset management, and treasury management. I have delivered treasury management, research, and investment opportunities across Real Estate and operating businesses, with a track record at leading banks and fintech-adjacent firms. I am a curious, hands-on team player who excels at analyzing complex financials and presenting compelling investor materials. I am fluent in German, Portuguese, English, Hebrew, and Spanish, with a cosmopolitan perspective from Brazil, Switzerland, Israel, and the UAE. I thrive on building strong relationships with family offices, external asset managers, and innovative startups, and I enjoy turning financial insights into actionable opportunities.…I am a Banking and Finance professional with 14 years of experience across Ultra High Net Worth clients, asset management, and treasury management. I have delivered treasury management, research, and investment opportunities across Real Estate and operating businesses, with a track record at leading banks and fintech-adjacent firms. I am a curious, hands-on team player who excels at analyzing complex financials and presenting compelling investor materials. I am fluent in German, Portuguese, English, Hebrew, and Spanish, with a cosmopolitan perspective from Brazil, Switzerland, Israel, and the UAE. I thrive on building strong relationships with family offices, external asset managers, and innovative startups, and I enjoy turning financial insights into actionable opportunities.

Available to hire

I am a Banking and Finance professional with 14 years of experience across Ultra High Net Worth clients, asset management, and treasury management. I have delivered treasury management, research, and investment opportunities across Real Estate and operating businesses, with a track record at leading banks and fintech-adjacent firms. I am a curious, hands-on team player who excels at analyzing complex financials and presenting compelling investor materials.

I am fluent in German, Portuguese, English, Hebrew, and Spanish, with a cosmopolitan perspective from Brazil, Switzerland, Israel, and the UAE. I thrive on building strong relationships with family offices, external asset managers, and innovative startups, and I enjoy turning financial insights into actionable opportunities.

Language

German

Fluent

Portuguese

Fluent

English

Fluent

Hebrew (modern)

Fluent

Spanish; Castilian

Fluent

Work Experience

Finance Consultant at Self-employed

May 1, 2021 - Present

Banking professional with 14+ years of experience across UHNW and family offices, external asset managers, and operating companies. Skilled in analyzing and developing creative solutions to strengthen financial success; hands-on, curious team player ready to contribute to your team.

Investments & Treasury Manager at HYPE Sports Innovation

January 1, 2021 - April 1, 2021

Fundraising and investor relations with asset managers and investors; management of HYPE's assets (warrants and shares); negotiation of agreements with startups including valuation review; introductions and implementation of a new Asset Management Platform.

Freelance Finance Consultant at MTR 7Corp.

May 1, 2019 - February 1, 2020

Financial modelling and treasury management. Projects include 'Shalom game' in Haifa (October 2019) and Project 2020.

Junior Relationship Manager LATAM & Brazil Desk at UBS AG (Switzerland)

August 1, 2009 - February 1, 2015

Managed Brazilian UHNW clients and asset managers based in Brazil, South Africa, Israel and Dubai. Responsible for interns in the team. Internship in Portfolio Management, Wealth Management, Retail Banking and Operations.

Relationship Manager - Brazil Ultra High Net Worth Clients at Bank Itaú (Switzerland) SA

March 1, 2015 - September 1, 2016

Brazil UHNW client desk; managed UHNW clients and asset managers; interns in the team; internships in portfolio management, wealth management, retail banking and operations.