Mikko Sarpila

Investment Specialist at subtitle
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Contact Information
us****@****om
(386) 825-5501
Location
Espoo, Uusimaa, Finland, FI
Languages
  • English Professional working proficiency
  • Suomi Native or bilingual proficiency

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Bio

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Credentials

  • Talouden perusteet -osaaja
    Rastor-instituutti
    Nov, 2023
    - Nov, 2024
  • APV ESG
    Aalto University Executive Education and Professional Development
    Jan, 2023
    - Nov, 2024
  • Sijoituspalvelututkinto APV1
    Aalto University Executive Education Ltd
    Nov, 2022
    - Nov, 2024
  • Rahanpesun ja terrorismin rahoittamisen estämisen yleiset käytänteet
    Finva
    Jun, 2022
    - Nov, 2024
  • EFSET English Certificate 78 / 100 (C2 Proficient)
    EF Standard English Test (EF SET)
    Jun, 2020
    - Nov, 2024
  • Rahanpesun estämisen perusteet
    Finanssivalvonta - Finnish Financial Supervisory Authority
    Jan, 2019
    - Nov, 2024

Experience

    • Uusimaa, Finland
    • Investment Specialist
      • Apr 2023 - Present

      As an Investment Specialist I focus on new customer acquisition and also manage my own portfolio of clients which includes individuals with net assets ranging from 50K€ to 100K€ and also companies and entrepreneurs. I believe in proactive client engagement to achive meaningful outcomes.Key Responsibilities:-Collaborate with clients to understand their financial goals, risk tolerance, and investment suitability-Foster strong, trust-based relationships to provide tailored investment recommendations and financial solutions.-Execute investment transactions-Stay abreast of market trends and economic development-Actively prospect and onboard new clients

  • Noja Rahoitus
    • Finland
    • Banking
    • 1 - 100 Employee
    • Financial Manager
      • Jun 2022 - Apr 2023

      My main tasks in this position are managing my client portfolio and helping them achieve the best solution for their needs in working capital challenges but also prospecting new customers

    • Financial Advisor
      • Aug 2020 - Jun 2022

      🔹Top performing booker🔹Coaching new bookers🔹B2B sales🔹Financial services

  •
    • Helsinki Area, Finland
    • Credit Controller
      • Nov 2019 - May 2020

      Main responsibilities: Loan application handling, customer service, portfolio management, KYC/AML, payments, receivable controlling

  •
    • Helsinki, Southern Finland, Finland
    • Service Advisor
      • May 2019 - Jul 2019

      Summer employee #1 in sales 🏆

  •
    • Helsinki Area, Finland
    • Cashier
      • Dec 2017 - May 2019

      Beloved cashier

  •
    • Non Commissioned Officer (Conscript)
      • Jan 2017 - Dec 2017

      Leading my team of conscripts

  •
    • Helsinki Area, Finland
    • floor installer
      • Jul 2016 - Dec 2016

      Carpet installing to different surfaces

  •
    • Helsinki Area, Finland
    • Remover
      • May 2015 - Apr 2016

    • Länsimetro
    • Construction Assistant
      • Jul 2015 - Aug 2015

      summerjob, assisting construction workers

  •
    • Helsinki, Southern Finland, Finland
    • Sales Negotiator
      • May 2013 - Jul 2013

      B2C-sales and telemarketing

Education

  • Haaga-Helia University of Applied Sciences
    Bachelor's degree, Economics, investments and finance
    2018 - 2021
  • Helsingin maalariammattikoulu
    basic examination, surface finishing
    2014 - 2016
  • Paraisten lukio
    graduate
    2011 - 2014

Community

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