Federico Melotti

Relationship Manager at WieldMore Investment Management
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Contact Information
Location
Verona, Veneto, Italy, IT
Languages
  • Italiano Native or bilingual proficiency
  • Inglese Full professional proficiency

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Credentials

  • Financial Markets
    Yale University
    May, 2020
    - Sep, 2024
  • Algorithmic Trading and Stocks Essential Training
    LinkedIn
    Apr, 2020
    - Sep, 2024
  • Consulente finanziario indipendente
    OCF
    Apr, 2020
    - Sep, 2024
  • Online Marketing Foundations
    LinkedIn
    Apr, 2020
    - Sep, 2024
  • Running a Profitable Business: Understanding Financial Ratios
    LinkedIn
    Apr, 2020
    - Sep, 2024
  • Becoming Head of Sales: Developing Your Playbook
    LinkedIn
    Mar, 2019
    - Sep, 2024

Experience

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Relationship Manager
      • May 2022 - Present
    • Italy
    • Financial Services
    • 400 - 500 Employee
    • Area Manager
      • Feb 2021 - Apr 2022

      -Maintain and increase sales, reach targets and goals set for the area, for rates and insurance products -Training and performance management of more than a hundred sales representatives’ network -Market analysis and marketing campaigns development -Maintain and increase sales, reach targets and goals set for the area, for rates and insurance products -Training and performance management of more than a hundred sales representatives’ network -Market analysis and marketing campaigns development

    • Italy
    • Financial Services
    • 1 - 100 Employee
    • Business Developer and Fee Only Financial Planner
      • Apr 2018 - Feb 2021

      -First contact with third parties, advisors, wealth, and asset management companies -Design and execute sales and business development strategies, manage relationships with partners and different stakeholders, lead conversion in the CRM -Organize and manage several events, including the Fee Only Summit, the national event for the Fee Only Financial Advisors Community -Attendance as speaker and company representative to several events of the Asset management industry, both sell and buy side Show less

    • Switzerland
    • Staffing and Recruiting
    • 700 & Above Employee
    • Top 50 Best Italian Young Talents 2019
      • Apr 2019 - Apr 2019
    • Italy
    • Business Consulting and Services
    • 700 & Above Employee
    • Business Analyst
      • Sep 2017 - Mar 2018

      -Build a monitoring system and a unique budgeting process for a leading bank -Support pro tempore CEO and managers during a temporary management project -Build a monitoring system and a unique budgeting process for a leading bank -Support pro tempore CEO and managers during a temporary management project

    • Italy
    • Financial Services
    • 1 - 100 Employee
    • Summer Financial Analyst
      • May 2016 - Oct 2016

      -Research on financial products and marketing activities for Quantalys -Evaluate financial portfolios, compare mutual funds’ performances -Research on financial products and marketing activities for Quantalys -Evaluate financial portfolios, compare mutual funds’ performances

    • Italy
    • Higher Education
    • 700 & Above Employee
    • Macroeconomics Tutor
      • Sep 2015 - Jul 2016
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Jun 2013 - Aug 2013

      -Support branch operations and contact with clients -Support branch operations and contact with clients

Education

  • Università degli Studi di Verona
    Master of Science - MS, Banking and Finance
    2014 - 2017
  • Università degli Studi di Verona
    Bachelor of Business Administration (B.B.A.), Economia aziendale/manageriale
    2011 - 2014
  • Munich Business School
    International Business
    2012 - 2013
  • Liceo Classico Scipione Maffei
    Diploma di maturità classica
    2006 - 2011
  • Munich Business School

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