Dejan Švikovič

Financial Advisor at Pro Finanz Schweiz AG
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Contact Information
us****@****om
(386) 825-5501
Location
CH

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Credentials

  • Unicert
    Slovak University of Agriculture
    May, 2017
    - Nov, 2024

Experience

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2021 - Present

    • Investment Advisor
      • Mar 2020 - Jun 2021

      My role here is to provide professional client consultancy on investment management, wealth growth, and risk management. I increase the business’ assets and revenue by managing investment services and bringing new clients. Key highlights: - Contributed to the increase of clients’ net profit on forex by 63% and currency puts (options) by 16,89% in 2020 - Recognised for outstanding performance and commended by the supervisor and clients My role here is to provide professional client consultancy on investment management, wealth growth, and risk management. I increase the business’ assets and revenue by managing investment services and bringing new clients. Key highlights: - Contributed to the increase of clients’ net profit on forex by 63% and currency puts (options) by 16,89% in 2020 - Recognised for outstanding performance and commended by the supervisor and clients

    • Accountant
      • Mar 2020 - Nov 2020

      Here, I conducted a range of accounting services, drafted financial reports, and assisted the Senior Accountant. Key highlights: - Learnt the practical side of accounting under the tutorage of senior professionals - Allowed by the supervisor to solely make some accounting decisions Here, I conducted a range of accounting services, drafted financial reports, and assisted the Senior Accountant. Key highlights: - Learnt the practical side of accounting under the tutorage of senior professionals - Allowed by the supervisor to solely make some accounting decisions

    • Shift Manager
      • May 2019 - Oct 2019

      I undertook this role during the Summer Work and Travel programme in the US. My role was to ensure all tasks were delivered as required by assigning people into different roles and delegating work, making schedules, resolving claims, and ordering goods. I undertook this role during the Summer Work and Travel programme in the US. My role was to ensure all tasks were delivered as required by assigning people into different roles and delegating work, making schedules, resolving claims, and ordering goods.

Education

  • Slovak University of Agriculture in Nitra
    Master's degree, Trade and Marketing
    2018 - 2020
  • Slovak University of Agriculture in Nitra
    Bachelor's degree, Accounting
    2015 - 2018

Community

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