Experience

Wealth Effect Management

• Slovakia
• Financial Services
• 1 - 100 Employee

• Board Member

  • Oct 2020 - Present

• Head of Advisory

  • Oct 2017 - Present

• Co-Founder & Member of the Supervisory Board

  • Sep 2017 - Present

• Senior Wealth Advisor/Investment Advisor

  • Oct 2017 - Present

• Wealth Advisor Specialist

  • Jun 2014 - Sep 2017

  Responsible for client’s service in the financial domain (insurance, mortgage, investment, pension), acquisition of new clients, support and training of co-workers, analyzing financial products, communication with leading partners and clients daily.• Achievement of the most significant production and sales for enterprise in several years• Administration of the biggest intern database of clients• Head of the new project – Service center – for better future client’s service



Efect Slovakia

• Investment Strategist

  • Oct 2010 - Apr 2014

  Responsible for analyzing client’s needs, products, and financial planning• Team lead of four people• Analysis and comparison of more than 100 financial products • Meetings with more than 300 clients Responsible for analyzing client’s needs, products, and financial planning• Team lead of four people• Analysis and comparison of more than 100 financial products • Meetings with more than 300 clients