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Kalin Metodiev, CFA

Co-Founder and Managing Partner at Nexo
Switzerland
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
What are Kalin Metodiev, CFA’s favorite books?
Profile Image for Kalin Metodiev, CFA

Kalin Metodiev, CFA

Co-Founder and Managing Partner at Nexo
Switzerland
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Kalin Metodiev, CFA, is an accomplished executive manager with extensive experience in Corporate Finance, Investment Banking, Venture Capital, Private Equity, Private Banking, and Financial Planning. He holds an MBA in Finance from the Southeast Missouri State University - Harrison College of Business and Computing and a Chartered Financial Analyst (CFA) designation from the CFA Institute.

Kalin is the Co-Founder and Managing Partner at Nexo, where he provides corporate advisory services, arrangement and placement of financing, business planning, business restructuring, and optimization, negotiations with financial institutions. He has also served as Chairman of the Managing Board at CFA Society Bulgaria, Founder and CEO at Optima Financial, Executive Director at Karoll Investment, and Director of Investment Banking at Karoll.

Kalin's expertise extends to the issuance of equity and debt securities (IPOs and secondary offerings), mergers and acquisitions (M&A), personalized advisory and wealth management services, and comprehensive planning and financial services for private clients. He has held positions such as National Director of Sales and Private Banking at TBI Bank Bulgaria, Director of Investments and Portfolio Management at Allianz, Regional Investment Specialist, and Financial Planner at MetLife, and Financial Advisor and Certified Portfolio Manager at Prudential Securities (USA).

With his versatile experience and skills, Kalin is a trusted advisor and strategist, providing solutions that help businesses and individuals achieve their financial goals.

This public profile is provided courtesy of Clay. All information found here is in the public domain.