Co-Founder

• Sep 2017 - Present

- Co-Founder of a financial and insurance boutique, we manage more than € 6 mln of non- life premium (more then € 1,5 mln in non-motor insurance) and € 30 mln in finacial and investment products, (Unit-Linked, Index-Linked), € 5 mln of pension funds, € 5 mln of annuities - My company provides insurance and financial products that tailored on client's need by our specialized team - Youngest general insurance/financial agent in Italy over more than 3000 general agents of Unipol Gruppo Finanziario spa - We manage a team of more than 18 units Show less

Co-Founder

• May 2022 - Present

Assitant Portafolio Manager- Wealth Management Division

• Jan 2016 - Mar 2017

 Collecting information about clients, analyze their total assets, prepare a new asset allocation trying to increase their rate of return of pre-existing funds (AUM> 100 mln $)  Business Developer, keep relations with different portfolio managers, scheduling meetings with Asset Management firms, Pension funds, Hedge funds and financial companies  Implementing and testing the new tools of the company for CRM and Financial Analysis (Asset Map)  Collecting information about clients, analyze their total assets, prepare a new asset allocation trying to increase their rate of return of pre-existing funds (AUM> 100 mln $)  Business Developer, keep relations with different portfolio managers, scheduling meetings with Asset Management firms, Pension funds, Hedge funds and financial companies  Implementing and testing the new tools of the company for CRM and Financial Analysis (Asset Map)

Assistant Business Project Manager - Project Managemant Office

• Apr 2014 - Dec 2014

Supported the Distribution Networks Department by:  Preparing presentations and reports for the top management about one of the strategic project of the company  Monitoring and supporting the project manager for the weekly steering committee  Organizing activities and meetings for the IT department  Monitoring and supporting the rollout of a new IT system for the agencies Supported the Distribution Networks Department by:  Preparing presentations and reports for the top management about one of the strategic project of the company  Monitoring and supporting the project manager for the weekly steering committee  Organizing activities and meetings for the IT department  Monitoring and supporting the rollout of a new IT system for the agencies

Insurance&Financial Advisor

• Jan 2013 - Apr 2014

 Evaluated corporate/retail risks, overseeing € 5 mln of non-life premiums and € 10 mln of life premiums and coordination of the Sales D.  Monitored and managed the diversification of agency portfolio ( € 20 mln)  Provided to the sub-agents the right evaluation and forecast of financial/non-financial risks  Evaluated corporate/retail risks, overseeing € 5 mln of non-life premiums and € 10 mln of life premiums and coordination of the Sales D.  Monitored and managed the diversification of agency portfolio ( € 20 mln)  Provided to the sub-agents the right evaluation and forecast of financial/non-financial risks

Market Research Intern

• Sep 2012 - Dec 2012

 Analyzed and researched the largest investment equity funds in Asia, creating reports for the Head of Equity Markets  Analyzed and researched the largest investment equity funds in Asia, creating reports for the Head of Equity Markets

Insurance Sales

• Dec 2011 - Oct 2012