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Dariusz Zalewski, CFA

Dariusz Zalewski, CFA

Financial Advisor

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  • Timeline

  • About me

    Senior Portfolio Manager, Doradca Inwestycyjny

  • Education

    • Uniwersytet Gdański / Gdańska Akademia Bankowa

      2009 - 2010
      Podyplomowe Międzynarodowe Doradztwo Finansowe

    • Uniwersytet Gdański

      2003 - 2008
      Magister (Mgr) Economics

  • Experience

    • OF

      Sept 2008 - May 2011
      Financial Advisor

    • Deutsche Bank Polska S.A.

      Oct 2011 - Mar 2014
      Financial Advisor

    • Citi

      Apr 2014 - Oct 2021

      - Support and coach Relationship Managers (Citigold Wealth Management Advisors) and meetings with Clients with regards to advised products, market situation and Citi’s outlook, analysis of clients portfolio, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new Clients- continuous monitoring of the financial markets- Investment analysis, preparation of investment recommendations and recommended portfolios,- Running calls for Relationship Managers regarding the products and market situation- Preparing presentations for clients Show less

      • Investment Director

        Jun 2018 - Oct 2021

      • Investment Manager / Portfolio Counselor

        Apr 2014 - Jun 2018

    • MBank S.A.

      Nov 2021 - now
      Senior Portfolio Manager

  • Licenses & Certifications

    • Makler Papierów Wartościowych (lic. 2617)

      Komisja Nadzoru Finansowego

    • Doradca Inwestycyjny (lic. 828)

      Komisja Nadzoru Finansowego
      Jan 2022

    • Chartered Financial Analyst

      CFA Institute

    • Certificate in ESG Investing

      CFA Institute
      Sept 2023