Lorenzo Fuso
Financial Advisor at Allianz Bank Financial Advisors- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Allianz Bank Financial Advisors
-
Italy
-
Banking
-
700 & Above Employee
-
Financial Advisor
-
May 2023 - Present
Monza, Lombardia, Italia
-
-
-
Interactive Brokers
-
United States
-
Financial Services
-
700 & Above Employee
-
Trader
-
2013 - Present
-
-
-
UCFA Finance Society
-
Italy
-
Financial Services
-
1 - 100 Employee
-
Fixed Income division associate
-
Dec 2016 - Jan 2023
Milan, Italy The UniCatt Financial Analysts is a student association composed by students of Bachelor and Master Degree from Università Cattolica del Sacro Cuore of Milan with the same desire to become financial professionals. This association has been founded on a solid knowledge and partnership between students, whose aim is: - to develop interpersonal skills, ability to accept responsibility and team-working ability; - to organize events for students on finance subjects. We would like, especially,… Show more The UniCatt Financial Analysts is a student association composed by students of Bachelor and Master Degree from Università Cattolica del Sacro Cuore of Milan with the same desire to become financial professionals. This association has been founded on a solid knowledge and partnership between students, whose aim is: - to develop interpersonal skills, ability to accept responsibility and team-working ability; - to organize events for students on finance subjects. We would like, especially, to enter in contact with professionals from financial sector in order: - to build a bridge to fill the gap between university and labour market; - to plan "networking session" to enlarge our contacts; - to develop a good team in order to take part of international business games. The association aim to cover different areas replicating the financial intermediaries structure, for this reason the UCFA is organized in four division: Sales and Trading; M&A; Coding and Programming; Startup Rating. Show less
-
-
-
AcomeA SGR S.p.A.
-
Italy
-
Financial Services
-
1 - 100 Employee
-
Portfolio Manager
-
Feb 2017 - Jan 2022
Milano, Italia US Equity Portfolio Manager, managing the US Mutual Fund "AcomeA America"
-
-
-
State Street
-
United States
-
Financial Services
-
700 & Above Employee
-
Trustee Associate
-
Jul 2015 - Sep 2015
Dublin, Ireland • Review fund documentation and complete review programmes in order to ensure appropriate monitoring of funds • Review of funds to ensure compliance with regulatory investment restriction and borrowing power limits • Ensuring regulatory breaches are rectified in a timely manner and prepare fund impact statements upon rectification • Maintain company’s breaches register • Test compliance monitoring system • Review distributions paid by funds • Review the operational departments… Show more • Review fund documentation and complete review programmes in order to ensure appropriate monitoring of funds • Review of funds to ensure compliance with regulatory investment restriction and borrowing power limits • Ensuring regulatory breaches are rectified in a timely manner and prepare fund impact statements upon rectification • Maintain company’s breaches register • Test compliance monitoring system • Review distributions paid by funds • Review the operational departments in order to ensure funds are being administered in accordance with fund documentation/regulations. • Liaise with other departments to ensure error/breaches are recorded and resolved in a timely manner. • Assist in the implementation of process improvement initiatives Show less
-
-
Education
-
Università Cattolica del Sacro Cuore
Master of Science (M.Sc.) in Business Administration, profile in Finance, Management -
Università Cattolica del Sacro Cuore
Bachelor's degree in Business Administration, profile in Management