David Dlouhý

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

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

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 a.s.
    • Professional Training and Coaching
    • 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
    • Chief Operating Officer
      • Oct 2016 - Aug 2019
  • Individual Derivatives Trader
    • Discretionary Derivatives Trader
      • Mar 2011 - Nov 2014

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

    • 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
    • Children’s summer camp group leader
      • 1998 - 2007
  • Telestore v.o.s.
    • Director and co-owner of trading company - Internet sales of cell phones and accessories
      • 2003 - 2004
  • Entrepreneur
    • Netherlands
    • Furniture and Home Furnishings Manufacturing
    • 1 - 100 Employee
    • Entrepreneur - Real estates
      • 2001 - 2004

Education

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

Community

You need to have a working account to view this content. Click here to join now