Senior Financial Planner
Udi Hevroni has more than 15 years of experience in marketing and management roles at investment houses and institutions such as E*TRADE, Clal Finance and Meitav-Dash.
Today Udi provides Financial Planning and optimal financial solutions to wealthy private clients and business owners.
In September 2014 he was also nominated as the external advisor to the board of the HISTALMUT fund of the Social Studies Faculty academics.
Udi holds a B.A. in Administration from the Open University in Israel, an Investment Consultancy Program diploma by TAFNIT School for Managers. In addition, he is a Financial Planner licensed by the Israel Securities Authority and a Pension Advisor certified by the Ministry of Finance.
Telephone (in Israel): +972-9-9611352
Cell (in Israel): +972-50-8210573