Nikolay Zotenko – FinTech Visionary, Founder of UrDoc, and Experienced Financial Advisor

Nikolay Zotenko is a forward-thinking finance professional and fintech entrepreneur with over 13 years of experience in wealth management and innovation. Beginning his career at Morgan Stanle, he distinguished himself as a trusted Financial Advisor, offering tailored strategies across diverse clientele in Beverly Hills and New York.

Driven by a passion for transparency and accessibility, Nikolay Zotenko founded UrDoc, the first-ever financial history database. Through this platform, he empowers individuals and institutions to access consolidated financial records and unlock meaningful insights for better decision-making.

A respected thought leader, Nikolay actively champions financial literacy advocating for informed financial behaviors, demystifying complex topics like fiscal policy, and fostering a culture of empowerment and responsible growth.

Why This Works

  • Balances past experience with current ventures: Recognizes his successful advisory background while emphasizing the forward-looking UrDoc initiative.
  • Showcases innovation and impact: Positions UrDoc as a meaningful platform that aligns with broader trends in financial technology and transparency.
  • Highlights educational engagement: Illustrates his role as an educator and communicator in the finance space.
  1. Founder of UrDoc & FinTech Innovator
  • Nikolay Zotenko is the founder of UrDoc, a pioneering platform that serves as a financial history database, offering users comprehensive consolidation of financial records and actionable insights.
  • His venture exemplifies a visionary blend of finance and technology, empowering individuals and institutions with transparency and data-driven decision-making capabilities.
  1. Seasoned Finance Professional
  • With approximately 13 years of experience in financial services, Nikolay Zotenko previously held roles such as Financial Advisor and Registered Associate at Morgan Stanley, operating in both Beverly Hills and New York.
  • He began his tenure at Morgan Stanley in August 2015, where he provided tailored investment planning and wealth management advice to a diverse clientele.
  1. Commitment to Financial Literacy & Thought Leadership
  • Nikolay Zotenko is known for sharing insightful commentary on topics like demographic shifts, economic policy, and investment trends.
  • He has a strong commitment to financial education, emphasizing the importance of modeling good financial behaviors and promoting responsible money management.

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