Anastasios Gallos

Anastasios Gallos

Customer Service Representative

location of Anastasios GallosGreece

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  • Timeline

  • About me

    Member of the Investment Committee @ Wealth Fund Services | Financial Services, Investment Management

  • Education

    • Coventry University

      2021 - 2022
      Master of Business Administration - MBA (with merit)
    • City University of Seattle

      -
      Bachelor of Science in Business Administration / Dean’s List (2004)
  • Experience

    • National Bank of Greece

      Jan 2004 - Jan 2005
      Customer Service Representative

      · Efficiently and accurately processed various banking transactions such as cashing checks, accepting deposits, loan payments, and processing withdrawals.· Handled routine customer problems with professionalism.

    • OLYMPIC AIR

      May 2004 - Nov 2004
      Shift Supervisor, Coordinator(Contract)

      · Supervised and directed an average of five staff members to ensure the efficient transportation and customer service of people with special needs.· Utilized the CRS system to guarantee that proper equipment besupplied onboard.

    • PROTON BANK

      Jan 2005 - Jan 2008
      Personal Banking Officer

      · Proactively promoted, sold and delivered a full range of personalbanking products (Personal loans, deposit accounts, lines of credit, debitcards, ATM access, account openings, direct deposits, etc).· Provided investment banking services such as subscribing clients to a security issuance or initial public offerings.

    • Millennium bcp

      Sept 2008 - Jan 2014
      Relationship Manager

      · Responsible for, and working with high net worth clients in all areas of asset and portfolio management.· Advising on investments and undertaking activities as a broker fund adviser.· Maximize portfolio income by selling core products that most effectively meet the customer’s needs.

    • Euroxx Securities SA

      Feb 2014 - Jun 2022
      Senior Relationship Manager

      · Perform professional counseling on investments of various financial products such as bonds, stocks and mutual funds.· Manage the negotiation and execution of investment trades on multiple exchanges covering foreign exchange, commodities, stocks and fixed income.· Cultivate and manage new and existing client relationships of high-net worth individuals.

    • Wealth Fund Services

      Jun 2022 - now
      Member of the Investment Committee

      Contributing to the development of the firm’s strategic goals and objectives as well as the overall management of the organization.

  • Licenses & Certifications

    • Higher National Diploma (HND) in Travel and Tourism (2002)

      Greek Vocational Education and Training Organization
    • Investment Management Qualification, Unit 05

      Chartered Institute for Securities & Investment (CISI)
      Jun 2010
    • Certified Investment Advisor (B)

      Bank of Greece
      Dec 2016
    • European Foundation Certificate in Banking

      EBTN - The European Banking & Financial Services Training Association
      Jul 2008
    • CELI 4, Certificate in Italian (Advanced Level)

      Università per Stranieri di Perugia
      Mar 2002
    • Advanced Certificate

      CySEC - Cyprus Securities and Exchange Commission
      Nov 2016
    • Certified Portfolio Manager (Γ)

      Hellenic Capital Market Commission
      Feb 2021
    • Certificate of proficiency in English

      University of Michigan