Athanasios Kontonikas

Partner at Wealth Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Greece, GR

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Credentials

  • Certified Investment Advisor
    Bank of Greece
  • Executive Diploma In Technical Analysis
    GSTA

Experience

  • Wealth Financial Services
    • Greece
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Dec 2010 - Present

      Own company consulting, managing and planning.Creation of portfolio.Independent Tailor made solutions based upon customers’ needs.Portfolio Management of High Network Customers.Asset managementComply with the regulations of Capital markets committee.Acquisitions and customer balances increase.Discretionary management and advisory portfolios.(Bonds, stocks, mutual funds, derivatives, etfs) Own company consulting, managing and planning.Creation of portfolio.Independent Tailor made solutions based upon customers’ needs.Portfolio Management of High Network Customers.Asset managementComply with the regulations of Capital markets committee.Acquisitions and customer balances increase.Discretionary management and advisory portfolios.(Bonds, stocks, mutual funds, derivatives, etfs)

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Relationship Manager Select Segment
      • Jan 2007 - Jan 2011

      Portfolio Management Financial planning to high network affluent customers with wealth Over 500M.Discipline in Compliance and AML regulations.Portfolio consulting.Discipline on monthly goals sales revenue achievement Solutions based on customer’s investment profile.New acquisitions and customer balances increase. Portfolio Management Financial planning to high network affluent customers with wealth Over 500M.Discipline in Compliance and AML regulations.Portfolio consulting.Discipline on monthly goals sales revenue achievement Solutions based on customer’s investment profile.New acquisitions and customer balances increase.

Education

  • IUKB, NEW YORK COLLEGE
    Master of Business Administration (M.B.A.), MBA
    2004 - 2006
  • University of Plymouth
    Master's Degree, Shipping & Logistics Management
    1998 - 1999

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