
Timeline
About me
Banker, Senior Associate, Private Banking, at JP Morgan Private Bank
Education

Hellenic american educational foundation athens college-psychico
2003 - 2015
Durham university
2015 - 2018Bachelor's degree classics and ancient historyActivities and Societies: Radio producer on Purple Radio Durham, Breaking News on Purple Radio, Model United Nations Society, Founder/Organiser and President of the Hellenic Society of Durham University
Experience

Durham university
Oct 2015 - Jun 2018Ba from durham university
Pwc greece
Jul 2016 - Jul 2016Marketing and communications intern• Press-clippings• Review the website• E-Clearinghouse report• Review of the monthly Digital Marketing report• Newsletters & microsites reports preparation

Titan cement company sa
Jul 2017 - Jul 2017Corporate social responsibility (csr) internKosovo Cultural Report (TITAN’s location of operation)Collection of all material descriptions of TITAN’s case studies in CSR activities from 1960-2015, in both English and Greek from the Group’s website CollectionsCollection and Collaboration of information on TITAN’s CSR objectives as published in TITAN’s Annual Integrated Reports of the last three yearsWorked on a Power Point based on the Sustainable Development Goals of the UN

Efg private bank
Jul 2018 - Jan 2019Intern private bankingEFG Private Bank. London, Private Banking Internship, July 2018- January 2019:-actively involved in the on boarding of new clients according to FCA on boarding rules- completed a high risk client review project that involved remediation of more than 30 high riskclient accounts- assisted with financial data processing for potential borrowers and initial preparation of relatedcredit applications- assistance with daily tasks such as payments, deposit rollovers , annual client reviews and adhoc response to client banking enquiries- assisted with portfolio trades processing for investment clients and obtained initial exposure tofact finding and suitability notes Show less
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Efg asset management (efgam)
Feb 2019 - Oct 2019Research Analyst
Aug 2019 - Oct 2019Asset Management Intern, Long Only Research
Feb 2019 - Aug 2019

Efg private bank
Oct 2019 - Jan 2022Cso, private banking, team cyprusAmong main responsibilities:Investment Specialist: opening investment accounts, presenting investment offers to clients, assisting on execution of Execution Only trades, preparing investment annual reviewsDaily Communication with clientsDay to Day tasks (assisting with Loan and Deposit Rollovers, Payments, Changes in client's circumstances, e Banking)Accomplishments:Investment Advice Diploma Level 4: Investment, Risk and TaxationInvestment Advice Diploma Level 4: UK Regulation & Professional Integrity Show less

J.p. morgan private bank
Jan 2022 - nowSenior Associate Private Banker
Feb 2025 - nowAssociate Banker
Jan 2022 - Feb 2025
Licenses & Certifications
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Investment advice diploma: uk regulation and professional integrity
The chartered institute for securities & investment (the cisi)Mar 2021.webp)
Investment advice diploma (level 4): securities
The chartered institute for securities & investment (the cisi)Jan 2023.webp)
Investment advice diploma: investment, risk and taxation
The chartered institute for securities & investment (the cisi)Jul 2021
Languages
- enEnglish
- geGerman
- itItaliano
- grGreek
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