Liraz Shalev

Liraz Shalev has extensive work experience in various roles within the financial industry. Liraz started their career in 2011 at Meitav Dash, where they served as a Sales/Marketing Portfolio Manager, Securities Trader, and later as a Trade Room Manager. In these roles, they managed client investment portfolios, performed market evaluations, and led a team in sales and marketing.

In 2014, Liraz joined Oppenheimer & Co. Inc. as a Director of Sales & Trading. Liraz oversaw a global desk with a focus on the European markets, coordinated trading activities, and provided clients with market information and advice.

From 2016 to 2017, Liraz worked at Barak Wealth Management Ltd. as an Account Manager. Liraz managed a high net worth client base, provided financial counsel, and maximized client wealth through risk management and wealth management strategies.

Liraz then joined Edmond de Rothschild in 2017 as an Investment Manager. In this role, they analyzed client portfolios, selected investment securities and financial products, delivered tailored advice to clients, and participated in the investment committee.

Currently, Liraz is working at Workato as a Sales Development Representative and will be transitioning to a role as an SMB Account Executive in 2023. Workato is a leader in enterprise automation, and Liraz is involved in helping organizations increase their operational speed, scale, and accuracy through automation across data, applications, and teams.

Liraz Shalev has a Bachelor's Degree in Economic and Management from The College of Management Academic Studies, which they obtained between the years 2009 and 2011. In addition to their degree, they also hold several additional certifications, including the Automation Pro I Certificate from Workato, which they obtained in April 2022. Liraz also holds the Series 7 certification from the Financial Industry Regulatory Authority (FINRA), which they obtained in October 2015. Furthermore, they have an Investment Manager certification from the Israel Securities Authority, which they obtained in February 2012.