Dragos Felnecan
Financial Advisor
Arad
Summary
Accomplished in financial planning and client relations, I significantly enhanced wealth management strategies at OVB, fostering robust business development. Leveraging investment planning and teamwork, I drove client satisfaction and portfolio growth. My leadership at STYGIAN VISION and Property Lab underscores a track record of innovative solutions and substantial revenue achievements, embodying a blend of strategic acumen and interpersonal skills.
Overview
3
3
years of professional experience
Work History
Financial Advisor
OVB
02.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Collaborated with team members to streamline processes and improve overall client experience.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Facilitated new client onboarding process and investment account setup.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
CEO
STYGIAN VISION
04.2023 - Current
- Developed key operational initiatives to drive and maintain substantial business growth.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Drove profitability with thorough financial analysis and strategic decisionmaking.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Established new revenue streams by identifying market opportunities and launching innovative products or services.
- Streamlined business processes, resulting in increased operational efficiency across all departments.
- Fostered strong relationships with industry partners to expand business opportunities.
- Implemented cost-saving initiatives to reduce operational expenses without sacrificing quality.
- Improved organizational structure by reallocating resources and redefining roles for greater efficiency.
- Optimized supply chain operations for reduced costs and increased efficiency.
- Enhanced brand reputation with effective marketing campaigns and public relations efforts.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Managed financial, operational and human resources to optimize business performance.
- Oversaw divisional marketing, advertising and new product development.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Monitored key business risks and established risk management procedures.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Real Estate Consultant
Property Lab
01.2024 - 06.2024
- Communicated with clients to understand property needs and preferences.
- Researched commercial and residential real estate deals.
- Expanded client base through targeted networking efforts, leading to increased referrals and repeat business.
- Improved client retention rate by consistently following up with past clients, ensuring their ongoing satisfaction and loyalty.
- Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
- Generated leads for sales and rental properties through cold calls and referrals.
- Prepared detailed comparative market analyses to determine accurate property values, ensuring competitive pricing for sellers and informed decisions for buyers.
- Negotiated favorable deals for clients by leveraging market knowledge and strong communication skills.
- Coordinated appointments to show marketed properties.
- Collaborated with other real estate professionals such as attorneys and title agents to ensure seamless transactions for all parties involved.
- Utilized social media platforms to promote properties, increasing online visibility and attracting more prospective buyers.
- Advised clients on pricing strategies, resulting in quicker property sales at optimal prices.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Solved potential transaction roadblocks by proactively addressing issues and finding creative solutions.
- Organized educational seminars for first-time homebuyers to provide valuable information on the home-buying process.
- Presented purchase offers to sellers for consideration.
- Maintained connections with clients to encourage repeat business and referrals.
- Negotiated, facilitated, and managed real estate transactions.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated contracts with buyers and sellers to maximize customer savings.
Bartender
The Bar
05.2021 - 06.2024
- Kept bar presentable and well-stocked to meet customer needs.
- Served high customer volumes during special events, nights, and weekends.
- Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
- Contributed to a positive work environment through effective teamwork and communication with colleagues.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
- Conducted regular inventory count to keep bar and drink supplies stocked, avoiding expensive rush orders.
- Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
- Educated customers on drink options, making personalized recommendations based on preferences or dietary restrictions.
- Assisted with staff training, sharing expertise in bartending techniques and customer service best practices.
- Crafted special drink and cocktail menu items for seasonal offerings.
- Developed strong relationships with vendors, negotiating favorable pricing terms for liquor purchases.
Education
Business
Universitatea " Babes Bolyai "
Cluj06.2026
High School Diploma -
Colegiul National " Moise Nicoara "
Arad 04.2001 -
Skills
Investment planning
Client Relations
Sales and Marketing
Sales expertise
Trend analysis expertise
Financial Planning
Wealth Management
Risk Assessment
Lead Generation
Business Development
Process Improvement
Teamwork and Collaboration
Team building
Financial Advising
Languages
Romanian
Native language
English
Advanced
C1
Interests
Sales
Finances
Self-Development
Business
English
Considering prior work and business experience, my level of english has been tested continuously. Either by former business partners, associates, or clients nonetheless. Taking this into consideration, although my certificate does not indicate the true potential of my communicational abilities, I consider it to be a great asset.
Timeline
Financial Advisor
OVB
02.2024 - Current
Real Estate Consultant
Property Lab
01.2024 - 06.2024
CEO
STYGIAN VISION
04.2023 - Current
Bartender
The Bar
05.2021 - 06.2024
High School Diploma -
Colegiul National " Moise Nicoara "
04.2001 -
Business
Universitatea " Babes Bolyai "
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