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Claudio Barbato

Claudio Barbato

Sales promotion manager B2B department

Followers of Claudio Barbato565 followers
location of Claudio BarbatoMilan, Lombardy, Italy

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  • Timeline

  • About me

    Vice President Sales & Account Manager - Securities Services - IMI Corporate&Investment Banking Division

  • Education

    • IFBL (Institut de Formation Bancaire Luxembourg)

      2011 - 2011
      Master's degree International Finance, Audit & Control

      Activities and Societies: Classes held by IFBL and PricewaterhouseCoopers Academy. Main courses: Luxembourg tax environment and regulation; Private banking, structured products and life insurance policies; Fund management and accounting.

    • University of Naples Parthenope, School of Economics

      2003 - 2010
      Bachelor's degree Business Management Degree with focus on Economics and Business Administration

  • Experience

    • Sm srl – Credit Recovery & Credit Information

      Jan 2006 - Jun 2008
      Sales promotion manager B2B department

      Area Manager: Assigning tasks and motivation in order to achieve goals. On-the-job training Manager and responsible for the selection process of commercial agents, training on the products of Sm.

    • Antonio Cardarelli Hospital – Naples

      Dec 2006 - Dec 2007
      Coordinator in emergency call department ( C.O.RE )

      Volunteer National civil service

    • Clearstream/ Deutsche Börse Group

      Jul 2011 - Mar 2012
      Compliance Analyst at Clearstream/ Deutsche Börse Group

      Department: Group Compliance, Information Security & Risk Management.Section Group Compliance.Tasks:Customer due diligence and new customer adoptionSanction screeningTransaction MonitoringCountry risk assessment on money laundering

    • Societe Generale Securities Services - SGSS

      Apr 2012 - Sept 2012
      Administrator - Fund Compliance AML/KYC

      Luxembourg OPS Fund Compliance & Reporting

    • State Street Bank

      Oct 2012 - Nov 2014

      Collecting, researching and validating of AML/KYC documents and actingas a controller for AML and KYC related issues.Collaborate proactively with the risk&compliance and CRM departmentsin order to ensure adherence to regulations, procedures and controls.Performing account/broker set up and maintenance and identify the riskconcerning the firm’s clients and engagements, including ownership,control and PEP’s.Provide support and training to junior team members.Review work practices, monitor service levels and implement change where necessary to improve the quality within the department and ensure necessary controls are in place. Show less

      • Client Services

        Sept 2013 - Nov 2014

      • Client and Investor Services Associate

        Oct 2012 - Sept 2013

    • Eurizon Capital SGR

      Dec 2014 - Jun 2019

      Main Task:• Ensures the continuous updating of the data contained in the presentations used by Sales.• Provides assistance to distributors, fund users and resellers on administrative, procedural andcontractual aspects in particular during the start up, activating competent business structures.• Ensures operational coordination within commercial scope for new clients and managesadministrative processes of the relationships.• Manages the client opening account process in the Transfer Agent books.• Manages the clients’ database.• Provides support to international Clients concerning services and products. Show less

      • Marketing e Comunicazione Esterna

        Jan 2017 - Jun 2019

      • Sales & Client Management

        Dec 2014 - Dec 2016

    • Intesa Sanpaolo

      Jul 2019 - now
      Vice President Sales & Account Manager - Securities Services

  • Licenses & Certifications