Mihaela Luţia, CFA, AFM
Director Head of Business Valuation at Darian DRS S.A.- Claim this Profile
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English Professional working proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Credentials
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Advanced Financial Modeler (AFM)
Financial Modeling Institute (FMI)Dec, 2021- Oct, 2024 -
CFA charter
CFA InstituteOct, 2018- Oct, 2024 -
Business Valuator
ANEVARJan, 2014- Oct, 2024
Experience
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Darian DRS S.A.
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Business Consulting and Services
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1 - 100 Employee
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Director Head of Business Valuation
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Jul 2022 - Present
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Manager
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Jan 2017 - Jul 2022
▪ Manage a skilled and enthusiastic team.▪ Review and supervise valuation reports for corporate clients.▪ Prepare complex valuation reports for corporate clients.▪ Interconnect with all advisory departments in Darian DRS Group: Tax, Legal, Audit.
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Business Valuator
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Mar 2013 - Dec 2016
Conducting business valuation of local companies;Conducting real estate valuation for properties in BucharestCarrying out valuation reports for banks in Bucharest office;Carrying out reports (as a member of the valuation team) for business and financial reporting valuations for regional/national clients;
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Citi
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Mexico
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IT Services and IT Consulting
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100 - 200 Employee
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GSG Relationship Support
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Jun 2010 - Feb 2013
- Provide sales administration support to Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client banking needs. - Ensure timely completion of account opening for prospects including checking of content, validity of documentation and processing through to Operations. - Assist SRMs and RMs for their timely completion of account openings for prospects and dictate any deficiencies to RMs / SRMs before account opening documents to send to Operations. - Assist SRMs / RMs in the provision and maintenance of excellent Know Your Client (KYC) records, help and coordinate with SRMs / RMs disposing of exceptions as they arise, ensuring that accurate and up to date client information is held in the Bank's systems. - When required (in certain circumstances) handle non-target market client base, as directed by GSG Head, with objective of either upgrading or exiting the relationship in line with corporate vision. Show less
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Education
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CFA Institute
Passed Level III of the CFA Program - June 2018 -
ANEVAR
Evaluator Proprietati Imobiliare -
ANEVAR
Evaluator Intreprinderi -
Academia de Studii Economice din București
Master of Science (MS), DAFI - Master in Management Financiar si Bursier -
Academia de Studii Economice din București
Bachelor of Science (BS), FABBV