Jakub Nagy

Experience

• 

  KPMG in Slovakia

  May 2008 - Nov 2008

  Trainee

  Trainee at Knowledge management

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  Arcadia

  Jan 2009 - Jan 2010

  Sales Manager

  Distributor of insurance products in non-life insurance area

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  Prosight Finance s.r.o.

  Jun 2011 - Jan 2013

  Entrepreneur

  Responsible for creating a branch in Bratislava and western SlovakiaProsight project management within the Western Slovakia

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  Slovenská sporiteľňa

  Jun 2013 - Apr 2014

  Personal Banker

  Relationship management, working with affluent clients, acquisition of new clients, taking care of the existing customer base.

• 

  Porovnajme

  Jan 2014 - Jul 2018

  Managing highly potential and successful people. We are leading company in financial services, focused on investments area.Creating platforms for implementing new ideasStrategic management Creation and management of the Investment Team. Sales promotion, creation and implementation of business models, project management and acquisition of clients. Creating relationships with corporate clients in order to achieve synergies

  • Senior Director

    Jan 2016 - Jul 2018

  • Sales Director

    Jan 2014 - Dec 2015
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  Deluvis Advisory

  Apr 2014 - Jul 2018

  Business Development

  Deluvis Advisory is an independent consulting company oriented primary on the following areas:• Corporate finance - operator assistance in obtaining credit and mezzanine financing• Asset management• Financing of energy projects• The financing of real estate projects• Mergers and acquisitions• Financial advice in accounting, financial modeling, reporting and controlling• Private EquityDeluvis Advisory provides its clients a realistic view of their projects and business activities. We provide independent recommendations for further development.Deluvis Advisory provides its clients with creative solutions.Deluvis Advisory wants to be a partner for small and medium-sized companies. The resulting partnerships are the logical choice for long-term sustainable development of the clientDeluvis Advisory believes that professional approach and experience that has been traditionally offered only to large companies is no longer unavailable.Deluvis Advisory belongs to the financial group Arca Capital Show less

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  Yopp

  May 2018 - now

  CEO

  We are a cooperative of partners who focus mainly on financial services, real estate and legal services. In this unique project, we combine many years of experience of experts from various fields, which allows us to bring our clients wider and better services.

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  SWELL Financial Group a.s.

  Oct 2021 - now

  Business Development Manager for Investments and Pensions

  Swell Financial Group is a fully licensed brokerage company engaged in professional consulting and financial intermediation.Responsible for:- capital market sector- development of sales teams with a focus on investments- communication with business partners and creating new partnrships- creation and implementation of new investment tools- training of sales teams - sale process/after sales, financial markets expertise, technical skills- management and planning of sales teams with a focus on specific investment instrumentsResults:- from 0 to 5 mil. EUR AUM- from 0 to 40 mil. EUR target amountMore than 150 merchants Show less