Michal Šrubař
Founder & CEO - European Financial Academy at EFAcademy ČR- Claim this Profile
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English Professional working proficiency
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Russion Limited working proficiency
Topline Score
Bio
Credentials
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EFP - European Financial Planner
EFPA Czech RepublicJun, 2018- Oct, 2024 -
EFA - European Financial Advisor
EFPA Czech RepublicJan, 2014- Oct, 2024
Experience
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EFAcademy ČR
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United States
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Founder & CEO - European Financial Academy
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May 2016 - Present
Comprehensive education system for financial professionals. Preparation course for EFA/EFP (European Financial Advisor, European Financial Planner) certification. Continuing professional development for prestigious EFA/EFP certificate holders. MBA finance studies in combination with EFA/EFP certificate preparation. Individually tailored leadership programs. Comprehensive education system for financial professionals. Preparation course for EFA/EFP (European Financial Advisor, European Financial Planner) certification. Continuing professional development for prestigious EFA/EFP certificate holders. MBA finance studies in combination with EFA/EFP certificate preparation. Individually tailored leadership programs.
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EFAWAY s.r.o.
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Financial Services
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1 - 100 Employee
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Founder & CEO at Family Office EFAWAY
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Mar 2015 - Present
“Every family has its unique needs, values and passions”. Family office primarily provides wealth management services, consolidated reporting and monitoring of all the family's assets. Such a family office is actually more than an independent asset manager. A genuine multi-family office offers a broad range of services. It provides wealth and tax planning, trustee and corporate services, and support with real estate and family governance. There is not only support you on the financial side, but also with more administrative and personal issues, acting for example as a private secretary, making travel arrangements, or guiding your children. These kinds of services are also known as 'lifestyle management'. Show less
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EFPA Czech Republic
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Czechia
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Financial Services
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1 - 100 Employee
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Member of the Board
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Oct 2014 - Jan 2018
Member of the Executive Board - Czech Republic Chairman of Standard and Qualification Committee - Czech Republic Member of Standard and Qualification Committee - EFPA Europe Member of the Executive Board - Czech Republic Chairman of Standard and Qualification Committee - Czech Republic Member of Standard and Qualification Committee - EFPA Europe
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Generali Česká pojišťovna
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Czechia
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Insurance
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700 & Above Employee
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Financial Advisory and Partner Alliances Director
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Jan 2011 - Jan 2015
Set up of financial advisory strategy and management of Regional Financial Advisory Specialists. Support, motivation, development of financial advisors (200) and line managers (120) as a part of Retail Distribution Channel. Management of Mortgage Center, Regional Partner Alliances Directors loan specialists and responsibility for mortgage business within the company. Driving bank and partner alliances with the aim of business reciprocity achievement. Cooperation with other distribution networks and HQ supporting units. Show less
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Benefita a.s.
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Human Resources Services
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1 - 100 Employee
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Executive Director, Chairman of the Board
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Jan 2009 - Dec 2010
Management of the company and board of directors. Financial advisory, acquisition and new business development. Responsibility for company sales results (financial products) and P&L. Management of the company and board of directors. Financial advisory, acquisition and new business development. Responsibility for company sales results (financial products) and P&L.
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AAA Auto, a.s.
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Czechia
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IT Services and IT Consulting
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1 - 100 Employee
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Group Financial Services Director
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Sep 2007 - Aug 2009
Responsibility for sales of financial, insurance and up-sale products in the Czech Republic, Slovakia, Poland, Hungary and Romania. Management of financial services country managers. Dealing with banks and insurance companies, new business development and project management. Responsibility for sales of financial, insurance and up-sale products in the Czech Republic, Slovakia, Poland, Hungary and Romania. Management of financial services country managers. Dealing with banks and insurance companies, new business development and project management.
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UniCredit Bank Czech Republic and Slovakia, a.s.
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Czechia
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Banking
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700 & Above Employee
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Head of Strategic Alliances
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Feb 2005 - Aug 2007
Management of Alternative Distribution Network, key account managers responsible for bank strategic partners Generali, AXA, CSA, Skoda Auto, Renomia Club (Bata, Blazek, Klenoty Aurum, Focus Optik, Schlecker) and distribution of co-branded/loyalty credit cards. Management of bank external distribution - 3rd Parties (financial, mortgage and SME brokers). Responsibility for business results and new business development. Management of Alternative Distribution Network, key account managers responsible for bank strategic partners Generali, AXA, CSA, Skoda Auto, Renomia Club (Bata, Blazek, Klenoty Aurum, Focus Optik, Schlecker) and distribution of co-branded/loyalty credit cards. Management of bank external distribution - 3rd Parties (financial, mortgage and SME brokers). Responsibility for business results and new business development.
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Komerční banka
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Banking
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700 & Above Employee
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Head of Retail (Region Prague)
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Jun 2000 - Jan 2005
Management of branch directors, mortgage and SME team leaders within the Prague Region. Responsibility for business results, client satisfaction and new acquisition. Involvement in HQ projects and new business development. Management of branch directors, mortgage and SME team leaders within the Prague Region. Responsibility for business results, client satisfaction and new acquisition. Involvement in HQ projects and new business development.
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Education
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2010 - 2013
The Nottingham Trent University
MBA, Senior Executive -
2017 - 2018
EFAcademy - European Financial Academy
EFP - European Financial Planner, Financial Planning and Services -
1995 - 1997
Technical University of Ostrava
Master, Business and Management -
1992 - 1995
University of Pardubice
Bachelor, Faculty of Economics -
2013 - 2014
European Financial Planning Associtation
EFA - European Financial Advisor, Financial Planning and Services
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