
Andrei Buruiană
Financial Analyst

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About me
Seasoned Professional in Financial Services - 16 Yrs. | Wealth Management & Private Banking Expert | Personal Finance Consultant & Speaker | Licensed Trainer | Content Creator | Passionate Networker
Education

IMD Business School
2018 - 2019Completion of “Being Innovative in the Digital Age” course Digital Innovation
Academia de Studii Economice din București
-International Business
Experience

MVV Consulting
Jan 2007 - Mar 2008Financial Analyst• Socio-economic researches, analyses and forecasts, serving for EU fund accession;• Master-plans and feasibility studies (financial and economic chapters) for EU funding projects;• Financial analyses for ongoing projects under European financing programs;Projects: “MVV/ CFCU - Technical Assistance for Project Preparation in the Wastewater and Drinking Water Sector in Romania (short: "5 Counties"- Cluj-Salaj, Cluj, Sibiu, Olt, Gorj)”“MVV / EPTISA / CFCU - Technical Assistance for Project Preparation in the Wastewater and Drinking Water Sector in Romania (short: "5 Counties with EPTISA"- Mures, Harghita, Covasna, Brasov, Dambovita)” Show less

ABN AMRO Bank N.V.
Apr 2008 - Nov 2008Business Analyst• Compute Retail Banking sales force monthly results and derive variable payouts;• Prepare consolidated sales reports and analyses;• Develop, accommodate and implement sales incentive procedures.

Royal Bank of Scotland Business
Dec 2008 - Aug 2009Product Manager - Private Banking• Sales Planning and Coordinating;• Liability product development and pricing for Private Banking segment;• Target setting for Private Banking segment sales force;• Business Cases and Analyses;• Internal Procedure Development;

BCR
Sept 2009 - Feb 2013Product Manager - Saving & Investment• Implement and coordinate saving & investment product sales in BCR Retail offer (stock brokerage, bonds, structured products, derivatives, investment funds, bancassurance products, pensions, general insurance, Bauspar products, health insurance)• Responsible with Retail saving & investment product (described above) strategy & fee revenue budgets;• Coordinate investment product sales campaigns with Private Banking / Personal Banking segments;• Develop and implement client asset allocation tools (online simulator) and risk profiling tools (IT based);• Coordinate & deliver training programs for Retail & Private Banking sales force;• Document investment product characteristics, trends and influence factors;• Member of Operating Liquidity Committee - ensure consistency between Liabilities Product Management Office product & price strategy with committee’s recommendations;• Implement internal policies and regulations related to saving, investment and subsidiary product distribution.• Active member of the “Wealth Creation Platform” – group strategic collaboration structure over the retail saving and investment business. Show less

BCR Pensions
Mar 2013 - Mar 2021• Prepare, implement and manage the sales strategy of the company, through existing & new sales channels;• Responsible for the Sales budgeting;• Sales coordination of Retail sales channel;• Corporate sales;• Strategic account management;• Develop commercial partnerships;• Training the sales force for both Retail & Corporate sales channels;• Oversee and approve the Marketing strategy of the company. • Responsible for the Sales budgeting;• Sales coordination of Retail sales channel;• Develop commercial partnerships;• Training the sales force for both Retail & Corporate sales channels.
Head of Sales
Jul 2013 - Mar 2021Business Development Manager
Mar 2013 - Jul 2013

Liber-profesionist
Apr 2021 - nowConsultant & Trainer• Trainings on Personal Finance, Sales and Leadership
Licenses & Certifications
- View certificate

Building an Integrated Online Marketing Plan
LinkedInMar 2021 - View certificate

Guy Kawasaki Training on Social Media
LinkedInMar 2021 - View certificate

Algorithmic Trading and Stocks Essential Training
LinkedInMar 2021 - View certificate

PowerPoint 2016 Essential Training
LinkedInMar 2021 
Business Strategy - Costas Markides
BRAND MINDSMar 2021
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