Allan Andreasen
Kapitalforvalter at StockRate Asset Management- Claim this Profile
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Danish Native or bilingual proficiency
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English Full professional proficiency
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German Professional working proficiency
Topline Score
Bio
Credentials
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Certified Investment Advisor
Finanssektorens Uddannelsescenter (approved by Finanstilsynet)Jun, 2012- Nov, 2024
Experience
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StockRate Asset Management
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Denmark
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Investment Management
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1 - 100 Employee
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Kapitalforvalter
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May 2017 - Present
- Investment management - Client management - Business Development - Investment management - Client management - Business Development
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Nordea
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Finland
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Banking
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700 & Above Employee
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Senior Investment Advisor
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Jun 2014 - Apr 2017
Advising both private and corporate clients on portfolio construction including equity, fixed income, currency and alternatives like structured bonds, certificates and hedge funds. High client interaction activity with a substantial amount of meetings and phone talks throughout a working week.Nordea Private Banking is the leading nordic asset manager and are present in all nordic countries as well as in Luxembourg and Switzerland. Nordea is one of Europes most solid banks with the best specialists in the business. This provides the best prerequisites to protect and develop your assets. Show less
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Investment Advisor
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Dec 2008 - Jun 2014
Advising both private and corporate clients on portfolio construction including equity, fixed income, currency and alternatives like structured bonds, certificates and hedge funds. I am the local driver on fixed income and responsible for communicating trading opportunities on DK and foreign bonds.High client interaction activity with a substantial amount of meetings and phone talks throughout a working week.Nordea Private Banking is the leading nordic asset manager and are present in all nordic countries as well as in Luxembourg and Switzerland. Nordea is one of Europes most solid banks with the best specialists in the business. This provides the best prerequisites to protect and develop your assets. Show less
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Jyske Bank
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Denmark
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Banking
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700 & Above Employee
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Investment Advisor
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Dec 2002 - Dec 2008
Investment specialist on trading desk handling both high-frequence traders and long-term investors. Trading equity, credits, corporates, certificates and mutual funds. Also did client presentations and assisting/training co-workers in general investment theory and product choice. Investment specialist on trading desk handling both high-frequence traders and long-term investors. Trading equity, credits, corporates, certificates and mutual funds. Also did client presentations and assisting/training co-workers in general investment theory and product choice.
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Jyske Bank
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Denmark
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Banking
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700 & Above Employee
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Financial advisor
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Aug 1999 - Aug 2002
Managing portfolio of private clients on mortgage, credit, investments and budgets.
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Trainee
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Aug 1997 - Dec 1999
Obtained basic banking skills including credit, investments and daily household budgets.
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Education
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2011 - 2013
Copenhagen Business School
MSc, Finance and Strategic Management -
2006 - 2008
Copenhagen Business School
BSc, Finance (HD Finansiering)
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