Andrey Wolfsbein
Financial Specialist
Financial specialist based in the EU with extensive experience in developing strategies for maximizing returns for retail and institutional investors.
Background
Tallinn, Estonia
Oct 2025 — Present
Portfolio Manager
- Developed and implemented investment strategy for institutional clients. Currently managing a portfolio in the LUMEROOS CAPITAL LC001 fund.
Freedom Finance Germany
Limassol Cyprus / Berlin, Germany
Jan 2021 — Oct 2025
Head of Sales
- Led sales operations and team management, driving revenue growth and client acquisition.
- Developed and implemented sales strategies that increased client retention by 30% and expanded market reach across Europe.
Freedom Finance Germany
Limassol Cyprus / Berlin, Germany
Mar 2020 — Jan 2021
Senior Investment Consultant
- Led interactions with large retail and institutional clients.
- Managed and developed investment strategies to increase assets under management, significantly expanding client base and asset growth.
- Demonstrated professionalism and achievement of strategic company goals.
FirstBay
Berlin, Germany
Aug 2019 — Mar 2020
Senior Account Manager
- Specialized in selling financial products and building long-term client relationships through individualized analysis of financial goals and needs.
- Implemented and managed investment strategies, monitored market trends, and organized client training seminars to enhance financial literacy.
McMakler
Berlin, Germany
May 2019 — Aug 2019
Sales Agent
- Managed real estate portfolios, developed strategies to increase investment returns, and conducted in-depth real estate market analysis.
- Achieved enhanced financial performance and client relationships through effective communication and analytics.
Funding Circle Deutschland GmbH
Berlin und Umgebung, Germany
Oct 2018 — Feb 2019
Senior Account Manager
- Managed business customer support and maintained client relationships.
vPE Bank
Berlin und Umgebung, Germany
Oct 2015 — Sep 2018
Broker, Investment consultant
- Managed retail client investment portfolios, focusing on options and various financial instruments.
- Developed and implemented investment strategies to maximize returns, performed in-depth market and financial product analysis, and ensured continuous adaptation to market conditions.
Trading-house.net AG
Berlin und Umgebung, Germany
Jan 2014 — Dec 2014
Broker, Account manager
- Continued education in markets and asset management.
- Gained experience in risk management, diversified management, and strategic financial planning.
- Developed personalized financial strategies to meet client investment goals, ensuring compliance with regulatory standards.
TradeFX
Berlin und Umgebung, Germany
Jan 2013 — Jan 2014
Sales manager, Broker
- Managed sales of financial products such as Contracts for Difference (CFDs) and the foreign exchange market (FX).
- Demonstrated effective communication skills, client needs fulfillment, and acquired in-depth market knowledge.
Upper Secondary Center II (OSZ 2)
Potsdam, Germany
2009 — 2010
Level 3 Qualification
Business Administration
Academy of Administration and Business (VWA)
Potsdam, Germany
2006 — 2008
4 Semester Program
Business Administration
Upper Secondary Center (OSZ)
Werder, Germany
2003 — 2006
Vocational Qualification
Automotive Business Management Assistant
Certified Investment Advisor (WpHG)
Dec 2020
Freedom Finance Germany
- Client Advisory (WpHG): Managed the full advisory process, including client needs assessment, developing customized investment solutions, and providing detailed product presentations and disclosures.
- Regulatory & Legal Framework: Deep understanding of German contract law and professional conduct regulations, specifically under the Securities Trading Act (WpHG), Capital Investment Code (KaGB), and BaFin (Federal Financial Supervisory Authority) guidelines.
- Financial Expertise: Technical proficiency in financial markets and capital market instruments (equities, bonds, etc.), focusing on asset characteristics, risk profiles, functionality, performance analysis, and valuation.
- Portfolio Management: Solid grasp of portfolio management fundamentals, including the analysis of cost and fee structures.
CySec Advanced
May 2025
Freedom Finance Germany
Score: 96 points
№ CN9293Core Skills
- Portfolio Management
- Strategic Financial Planning
- Risk Management
- Market Analysis
- Client Relationship Management
- Strategic Sales Management
Technical Skills
- Investment Analysis
- Financial Product Sales
- Asset Management
Soft Skills
- Communication
- Problem Solving
- Professionalism
- Training and Development
- Adaptability
Languages
- English
- German
- Ukrainian
- Russian
- Dividenden-Aristokraten: ein sicherer Hafen in einem stürmischen Markt
- Börse on air mit Andrey Wolfsbein: Ist die Korrektur überfällig?
- Metaverse: Neuer Megatrend?
- Chinas Wirtschaft auf Talfahrt: die ideale Gelegenheit für ein Investment?
- Was soll Der Müll?
- Das sollten Anleger wissen, wenn der TikTok-Börsengang kommt
- Ein irrationaler Ausverkauf an der Börse.
- Freedom Finance Sprecher Wolfsbein: „Digitalwährungen spielen in der Ukraine eine wichtige Rolle“
- FemTech: Was Anleger über diesen jungen Sektor wissen sollten
- So funktionieren Meme Stocks
- Wachsender Milliardenmarkt für Investoren: Was ist dran am Weltraum-Hype?
- Die größten Börsengänge und geplante Debüts
- Konjunktur - 2021 war Rekordjahr für Börsengänge
- Marktbericht Mi. 08.02.2023
- Freedom Finance Börsenfrühstück: "Structured Notes auf Guilty Pleasures" - feed the world war gestern
- Weltall Tourismus: Das sind die vielversprechendsten börsennotierten Unternehmen
The projects I am working on
Quantum Rise
EU, Czech Republic 🇨🇿
European Management Company investing in high-tech algorithmic strategies. Founded on principles of excellence and integrity, Quantum Rise brings a wealth of experience to investors, ensuring their investment goals are met with precision and care.
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LUMEROOS CAPITAL
EU, Republic of Estonia 🇪🇪
An Estonian regulated fund (Fund of Funds), whose primary aim is to provide broad exposure to diverse markets and strategies, reducing the risk associated with any single investment fund. By pooling investments into various funds, including hedge funds, mutual funds, private equity funds, and others, a fund of funds can tap into various investment opportunities and expertise.
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HORIZON OEIC
Republic of Kazakhstan 🇰🇿
Founded in 2024, HORIZON OEIC LTD has established itself as a leader in algorithmic trading strategies within the AIFC ecosystem. The company brings together a unique team of quantitative analysts, data scientists, financial engineers, and investment professionals who combine deep technical expertise with comprehensive financial market knowledge.
Visit siteAbout Me
Hi! I'm Andrey Wolfsbein, a financial specialist with extensive experience in developing strategies for maximizing returns for retail and institutional clients. Since 2013, I have been successfully involved in the sales of financial products, risk management, and strategic financial planning. My professionalism and strategic thinking contribute to the growth of the client base and the strengthening of relationships with key partners.
Get in Touch
I believe every successful investment starts with a conversation. I invite you to reach out for a brief introduction, and I would love to walk you through the current projects I’m spearheading and see how they align with your financial goals.
Prefer email?
hello@wolfsbein.com