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Daniel Lardi

Daniel Lardi

Fund Data Management

Followers of Daniel Lardi705 followers
location of Daniel LardiAlcobendas, Community of Madrid, Spain

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  • Timeline

  • About me

    Wealth Management | Fund Distribution & Product Specialist | EFA ® | Strategic Mindset

  • Education

    • Universidad Antonio de Nebrija

      2006 - 2010
      Bachelor of Business Administration (B.B.A.) Business Administration and Management, General 7 out 10

      Activities and Societies: -Winner "The role of the UE in the 21st century, Nebrija Univerity"​ -Winner "Start-up II"​ with the final project "Internship & Training Abroad"​, FUE-JA, Madrid (Spain) -Participant "European Challenge VII"​, JA-YE Sophia, Bulgary -Member of comitee "Jovenes Emprededores, Nebrija University"​ FInal career project "Internship & Training Abroad" Score 9,5/10

    • Colegio Universitario de Estudios Financieros

      2013 - 2015
      Master of Science (MSc) Market Capital and Banking 7 out 10

      Activities and Societies: -Alternative Investments, Regent's School UK -EFA Master thesis: "Forecast and viability of the social welfare in Spain"​

  • Experience

    • Allfunds

      Mar 2018 - Mar 2022
      Fund Data Management

      I was part of a fast-paced role, that works cross-functionally in different areas with different teams. It allowed me to engage in a bottom-up approach by addressing company specifics to understand markets. In the meantime I use to be the link among the counterparts (clients, Fund Managers and Transfer Agent) this assured being a Pillar at the heart of the Market Data providing operational information and analysis to improve the quality and timeliness of decision-making.

    • Banco Inversis

      Mar 2022 - now
      Revenue Manager

      I oversee Fund Distribution Platform's Income stream as Product Owner, with an end-to-end view including functional and technical aspects of the product.

  • Licenses & Certifications

    • €FA

      EFPA Spain | European Financial Planners Association
      Oct 2017

  • Honors & Awards

    • Awarded to Daniel Lardi
      1º Premio StartUp Programme II JA-FUE Jul 2010
    • Awarded to Daniel Lardi
      European Challenge JA-YE Jul 2010