Experience

RBC Capital Partners

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Financial Director

  • Apr 2021 - Present

  Responsible for organizing the company's finance, investment budget, accounting and supervision, and financial analysis; responsible for establishing and improving project financial management systems and related work procedures, and managing tax policy plans and procedures. Master the company's financial status, operating results and capital changes, and formulate or plan fund-raising and capital operation plans. Organize the drafting of the company's annual budget outline and financial budget, and submit them for review. Show less



Generali Italia Mogliano Veneto Via Marocchesa

• Italy

• Financial Services Consultant

  • 2014 - Aug 2019

  To understand clients' financial situation comprehensively, help them achieve their financial goals and provide them with comprehensive investment solutions To understand clients' financial situation comprehensively, help them achieve their financial goals and provide them with comprehensive investment solutions



Fideuram - Intesa Sanpaolo Private Banking

• Italy
• Banking
• 700 & Above Employee

• Business Executive

  • 2011 - 2014

  Fully responsible for the development of credit business, customer management, post-loan management, default disposal and a series of other work Fully responsible for the development of credit business, customer management, post-loan management, default disposal and a series of other work



UBI Banca

• Italy
• Banking
• 700 & Above Employee

• Deputy Head of Operations

  • 2009 - 2011

  Arranging, coordinating and supervising the work and progress of all positions within the department; liaising between the various departments of the company; organizing departmental personnel to complete the financial instrument consultation and other tasks assigned by the company Arranging, coordinating and supervising the work and progress of all positions within the department; liaising between the various departments of the company; organizing departmental personnel to complete the financial instrument consultation and other tasks assigned by the company



RBM Salute S.p.A.

• Italy
• Insurance
• 1 - 100 Employee

• Senior Teller

  • 2007 - 2009

  Collecting and issuing, registering and keeping the valuable documents and important blank vouchers of the savings office, handling the collection and surrender of each teller; responsible for the internal transfer of cash for business use of each teller and the collection and surrender of the cash of the savings office, and making proper registration; Handling internal transactions with the accounting department of the jurisdictional bank; Supervise the tellers to handle special operations such as lost savings, inquiries, collection, freezing and confiscation, etc., and to handle the annual settlement of interest in the savings office; Supervising teller work shifts rolling accounts; Show less



Banco Popolare di Milano

• United States
• 1 - 100 Employee

• Intern

  • 2006 - 2007

  Exercise general teller duties, host personal human customer counter business, do a good job of savings accounting, counter sales and customer service, to ensure the normal and orderly implementation of the work of the division Exercise general teller duties, host personal human customer counter business, do a good job of savings accounting, counter sales and customer service, to ensure the normal and orderly implementation of the work of the division