
Timeline
About me
Private Banker | Manager presso Banca Mediolanum
Education

Università di bologna
2006 - 2009Economia e gestione aziendale business/managerial economics
Experience

Banca mediolanum
Mar 2019 - nowResponsabile dell’area di Faenza e Lugo. Coordinamento e supervisione dei consulenti, gestione e sviluppo delle attività di formazione, selezione di nuovi profili. Pianificazione finanziaria del cliente partendo da un'analisi delle esigenze bancarie, assicurative, previdenziali e patrimoniali.Principali competenze:- Pianificazione Finanziaria - Competenze Bancarie (C/C, credito, risparmio amministrato)- Ottimizzazione Fiscale - Pianificazione Successoria e Previdenziale- Tutela Personale e Patrimoniale Iscritto all'albo dei Consulenti Finanziari con Delibera n° 163 del 2010.Abilitato RUI e Ivass. Attività sul territorio:Aggiornamento formativo quindicinale della rete dei Family Banker della Romagna (2016-2019).Corsi di Sede: • I certificates nel progetto di investimento• Le opportunità del mercato obbligazionario• 5Domande sulla diversificazione• Share the Bank Basic• Share the Bank Advanced• Share the Bank Strategy Coordinamento e supervisione Family Banker.
Family Banker Manager
Jan 2021 - nowConsulente finanziario
Apr 2010 - nowRelatore Faculty MCU
Jul 2016 - nowSupervisor
Mar 2019 - Dec 2020
Licenses & Certifications
- View certificate

€fa - european financial advisor
Efpa italiaJul 2015
Honors & Awards
- Awarded to Enrico CaroneRelatore Mediolanum Corporate University - Jul 2016 Dal Luglio 2016 ho il grande onore di essere Docente e Relatore per la Corporate University di Banca Mediolanum.
Volunteer Experience
Tabler
Issued by Round Table Italia
Associated with Enrico CaroneDonatore
Issued by AVIS - Associazione Volontari Italiani del Sangue
Associated with Enrico Carone
Languages
- itItaliano
- inInglese
- frFrancese
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