
Anastasios Gallos
Customer Service Representative

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

Coventry University
2021 - 2022Master 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 2005Customer 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 2004Shift 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 2008Personal 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 2014Relationship 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 2022Senior 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 - nowMember of the Investment CommitteeContributing 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.webp)
Investment Management Qualification, Unit 05
Chartered Institute for Securities & Investment (CISI)Jun 2010
Certified Investment Advisor (B)
Bank of GreeceDec 2016
European Foundation Certificate in Banking
EBTN - The European Banking & Financial Services Training AssociationJul 2008
CELI 4, Certificate in Italian (Advanced Level)
Università per Stranieri di PerugiaMar 2002
Advanced Certificate
CySEC - Cyprus Securities and Exchange CommissionNov 2016
Certified Portfolio Manager (Γ)
Hellenic Capital Market CommissionFeb 2021
Certificate of proficiency in English
University of Michigan
Languages
- enEnglish
- itItalian
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