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Simen Øgreid
Portfolio Manager at Kraft Fondene
Professional Background
Simen Øgreid is a seasoned finance professional with a robust and diverse background in business administration and applied finance. His extensive experience ranges from portfolio management to wealth advisory roles, showcasing his adeptness and knowledge in various sectors of finance and investment.
Currently, Simen serves as a Portfolio Manager at Kraft Fondene, where he skillfully manages investment portfolios, utilizing his expertise to navigate the financial markets effectively. His role requires a keen analytical mind, strong decision-making abilities, and a deep understanding of market trends, all of which Simen has honed through years of education and professional experience.
Prior to his current position, Simen co-founded Snapmed, where he took on the vital role of Chief Financial Officer. This innovative venture in the health technology space provided Simen with invaluable insights into startup dynamics, financial forecasting, and business strategy. His early involvement as a Co-founder allowed him to immerse himself in multiple facets of the business, fostering a comprehensive understanding of financial management in a competitive environment.
Before establishing himself in the startup ecosystem, Simen acquired relevant industry experience as a Customer Advisor in Wealth Management at SKAGEN Fondene. Here, he cultivated strong client relationships and delivered tailored financial solutions that ensured client satisfaction and portfolio growth. This experience not only enhanced his advisory skills but also deepened his knowledge regarding client-centric investment strategies.
Simen's career journey began in retail management, where he worked as a Sales and Auction Responsible at Netthandelen.no. His role involved overseeing various sales initiatives and managing auction processes, requiring a blend of customer service skills and commercial acumen. Additionally, his experience as an Assistant Store Manager and Salesman at Telenorbutikken equipped him with solid customer engagement skills and a passion for sales, laying the groundwork for his future endeavors in finance and management.
Education and Achievements
Simen Øgreid's educational journey has been instrumental in shaping his successful career in finance and business. He pursued a Bachelor's degree in Business Administration at BI Kristiansand & Stavanger, where he developed a foundational understanding of key business principles, from management and economics to marketing and finance.
Seeking to deepen his finance acumen, he later attained a Master's degree in Applied Finance from the University of Stavanger (UiS). This advanced education provided Simen with advanced financial knowledge and equipped him with quantitative and analytical skills critical for high-level investment decision-making. The combination of his business administration background and specialized focus on finance empowers him to adapt to the evolving marketplace and advise on various investment opportunities with confidence.
Simen's commitment to professional excellence has led to notable achievements in both his academic and professional endeavors. His leadership roles in innovative companies and the wealth management sector highlight his capability to inspire teams and drive business success.
Achievements
Throughout his career, Simen has consistently demonstrated a strong ability to deliver results. As a Portfolio Manager at Kraft Fondene, he has been recognized for his adeptness at maximizing investment returns while mitigating risks, achieving substantial growth in client portfolios under his management.
His leadership at Snapmed as a co-founder and CFO is marked by successful capital raising efforts and strategic planning, which were pivotal in the early survival and growth of the tech startup in a competitive landscape. The skills and insights Simen gained as a CFO have contributed greatly to his strategic thinking and operational efficiency in subsequent roles.
While working at SKAGEN Fondene, he effectively managed high-stakes client relationships, resulting in consistent portfolio performance, and reinforcing trust with clients seeking guidance in their financial journeys. This customer-centric approach has been a cornerstone of his professional identity.
In retail, his role in overseeing sales processes at Netthandelen.no not only bolstered his sales and management capabilities but also instilled an appreciation for customer experience and engagement that resonates within his finance career today.
Simen Øgreid embodies a blend of educational rigor and practical application in the finance sector. His journey reflects a passionate commitment to supporting clients through informed investment strategies and dedicated financial management. As he continues to evolve in his professional capacity, Simen remains an influential figure in the finance industry, consistently driving positive outcomes for both clients and organizations alike.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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