Nicolas Roberti
Board Observer at Synergia Medical- Claim this Profile
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Bio
Experience
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Synergia Medical
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Belgium
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Medical Equipment Manufacturing
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1 - 100 Employee
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Board Observer
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Sep 2022 - Present
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Graftys
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Belgium
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Medical Device
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1 - 100 Employee
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Board Observer
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Mar 2022 - Present
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YUST
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Belgium
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Hospitality
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1 - 100 Employee
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Board Member
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Mar 2022 - Present
Antwerp, Flemish Region, Belgium
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3D-Side
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Belgium
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Medical Equipment Manufacturing
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1 - 100 Employee
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Board Observer
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Mar 2022 - Present
Mont-Saint-Guibert, Walloon Region, Belgium
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Board Member
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May 2021 - Present
Brussels, Brussels Region, Belgium
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TheClubDeal
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Belgium
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Executive Partner
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Jan 2016 - Present
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YUST
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Belgium
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Hospitality
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1 - 100 Employee
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CFO (ad interim)
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Apr 2019 - Aug 2021
Antwerp, Flemish Region, Belgium
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Puilaetco | A Quintet Private Bank
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Belgium
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Banking
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100 - 200 Employee
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Sales Manager
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Jun 2015 - Oct 2015
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Sales Manager
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Jun 2014 - May 2015
Belgium As a Sales Manager, I establish and implement sales processes and supports the client advisors in reaching their sales objectives, always taking the client into consideration. Role: - Is responsible for the ongoing planning related to market development - Conceptualizes, launches and monitors sales initiatives - Aggregates external client needs with regard to products, tools and services and acts as an interface and filter to product specialists to increase sales effectiveness and… Show more As a Sales Manager, I establish and implement sales processes and supports the client advisors in reaching their sales objectives, always taking the client into consideration. Role: - Is responsible for the ongoing planning related to market development - Conceptualizes, launches and monitors sales initiatives - Aggregates external client needs with regard to products, tools and services and acts as an interface and filter to product specialists to increase sales effectiveness and -efficiency - Supports the desk heads and the client advisors in their sales activities - Supports initiatives with regard to client acquisition and -retention and sales of mandates - Supports management to cultivate the growth potential of their market and clients book, providing facts and figures to support the sales processes - locally implements the central/group initiatives Key Deliverables - Improved client experience and profitability through optimized processes - Increased revenue through activities focused on business targets Preparation and coordination of the Local Advisory Committee (defining key investment ideas of the month to be advised to our clients having advisory solutions) Local contact person for structured products
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Project Manager (CFO/COO Area)
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Apr 2012 - Jun 2014
As project manager, I directly reported to the CFO/COO for numerous projects. Projects vary from scope and complexity. Highlights of successfully achieved projects: - transformation of the bank from a subsidiary to a branch of another UBS entity - centraal aanspreekpunt, point de contact central: regulatory reporting - software roll-outs: new CRM, credit monitoring systems Other: - EMIR implementation - FATCA implementation Due to the relative small size of the… Show more As project manager, I directly reported to the CFO/COO for numerous projects. Projects vary from scope and complexity. Highlights of successfully achieved projects: - transformation of the bank from a subsidiary to a branch of another UBS entity - centraal aanspreekpunt, point de contact central: regulatory reporting - software roll-outs: new CRM, credit monitoring systems Other: - EMIR implementation - FATCA implementation Due to the relative small size of the entity, I worked autonomously and coordinated tasks with specialists functions from other UBS locations. Local specialist for: - software development prioritization - outsourcing - Business continuity management - payment systems Coordination: - monthly operational committees
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trainee (GTP)
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Apr 2010 - Mar 2012
UBS Belgium SA/NV The Graduate Trainee Program I followed made me discover the wealth managment business through different angles. I started at the front office where I assisted the Head of Markets during 6 months. Among others, I worked on a pricing project and I contributed to the enhancement of the client experience along the client lifecycle. During my second 6 months rotation, I discovered the middle and back office of a bank: I worked in the CFO/COO area on Service Level Agreements… Show more The Graduate Trainee Program I followed made me discover the wealth managment business through different angles. I started at the front office where I assisted the Head of Markets during 6 months. Among others, I worked on a pricing project and I contributed to the enhancement of the client experience along the client lifecycle. During my second 6 months rotation, I discovered the middle and back office of a bank: I worked in the CFO/COO area on Service Level Agreements, regulatory risk management documents and policies, audit preparation,... During my third assignment, I was part of the local Investment Products & Services team, offering day-to-day support for the team, developing some useful management support tools (VBA) and making client book analysis. I was given the opportunity to have a final 3 months assignment in Zürich at the UBS WM COO Europe Office. I contributed to several group projects by assisting the different team members (Business manager, Business developper, Project managers). During these 2 years, I had the opportunity to develop a good understanding on how a UBS WM domestic bank works. I was also given the chance to coordinate a change management team focusing on efficiency improvements around the bank and had regular exposure towards senior management.
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Sopartec sa
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Belgium
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Investment Banking
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1 - 100 Employee
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Internship
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Feb 2009 - May 2009
Development and adapting a patent qualitative valuation tool (MS Access) Day to day help in Business Process Analysis.
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Education
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Université catholique de Louvain
Master, Management Science; corporate finance -
FGV - Fundação Getulio Vargas
International Program in Management (IPM), Management Science -
Université catholique de Louvain
bachelor, Management Science -
Collège du Christ-Roi
Greek-Math -
Gemeentelijke Basisschool Sint-Agatha-Rode
Elementary School