David Dlouhý

Wealth Advisor at Broker Trust, a.s.
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Contact Information
us****@****om
(386) 825-5501
Location
Prague, Czechia, CZ
Languages
  • angličtina Professional working proficiency
  • němčina Limited working proficiency
Skills

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Credentials

  • FCE
    -

Experience

  • Broker Trust, a.s.
    • Czechia
    • Financial Services
    • 200 - 300 Employee
    • Wealth Advisor
      • Oct 2019 - Present

      Wealth advisory and management Wealth advisory and management

  • Fincentrum
    • Czechia
    • Financial Services
    • 700 & Above Employee
    • Private Investment Banker
      • Dec 2014 - Sep 2019

    • Chief Operating Officer
      • May 2015 - Aug 2019

    • Financial advisor
      • Jan 2009 - Nov 2014

      Family finance planning and optimization, investment advisory

    • Deputy sales director, Training manager
      • May 2007 - Dec 2008

      Management of sales agents and regional managers, Development of sales support system, Strategicdevelopment of sales division, New corporate culture implementation, Establishment and developmentof soft and hard skills training division, Negotiating with financial institutions, Project management(new corporate IS, new software for financial planning, implementation of new law and regulationsinto corporate documents and processes)

  • divize f.privée
    • Prague, The Capital, Czech Republic
    • Chief Operating Officer
      • Oct 2016 - Aug 2019

  • Individual Derivatives Trader
    • Prague
    • Discretionary Derivatives Trader
      • Mar 2011 - Nov 2014

      Discretional derivatives trading - forex, futures, options Discretional derivatives trading - forex, futures, options

  • Fincentrum
    • Czechia
    • Financial Services
    • 700 & Above Employee
    • Regional sales manager
      • 2004 - 2007

      Managing the group of financial advisors

    • Employee benefits consultant
      • 2004 - 2007

      Financial employee benefits consulting for big companies

    • Financial advisor
      • 2003 - 2004

      Family finance planning and optimization

  • OS Častoboř
    • Častoboř, Nalžovické Podhájí
    • Children’s summer camp group leader
      • 1998 - 2007

  • Telestore v.o.s.
    • Czech republic
    • Director and co-owner of trading company - Internet sales of cell phones and accessories
      • 2003 - 2004

  • Entrepreneur
    • Prague
    • Entrepreneur - Real estates
      • 2001 - 2004

Education

  • University of Economics, Prague
    Master, Finance
    2003 - 2007
  • ZŠ Chabařovická

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