Roberto Palermo

Chief Advisor at Hetica Capital SA
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Contact Information
us****@****om
(386) 825-5501
Location
Catania, Sicily, Italy, IT
Languages
  • spagnolo, inglese, portoghese -
Skills

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Credentials

  • Categorie Protette
    Legge 68/99
  • Master in Private Insurance
    WEALINS S.A.
  • Master in consulenza patrimoniale
    Kleros s.r.l.

Experience

  • Hetica Capital SA
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Chief Advisor
      • Nov 2019 - Present

      Consulenza su base individuale di portafogli di investimento. Consulenza alle imprese. Consulenza su base individuale di portafogli di investimento. Consulenza alle imprese.

  • Eurovita SpA
    • Italy
    • Insurance
    • 100 - 200 Employee
    • Team Manager
      • Jun 2011 - Nov 2019

  • Banca Monte dei Paschi di Siena
    • Italy
    • Banking
    • 700 & Above Employee
    • Promotore Finanziario -Head Coach
      • May 2009 - Apr 2011

      Coordinamento e recruiting promotori finanziari, gestione portafoglio clienti private e retail. Coordinamento e recruiting promotori finanziari, gestione portafoglio clienti private e retail.

  • azimut sgr
    • Financial Services
    • 1 - 100 Employee
    • Promotore Finanziario -Team Manager
      • Jul 2002 - May 2009

      coordinamento promotori finanziari, gestione clientela, recruiting, formatore di area coordinamento promotori finanziari, gestione clientela, recruiting, formatore di area

  • Banca Mediolanum
    • Italy
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Nov 1999 - May 2002

      Financial Advisor Financial Advisor

Education

  • UniSupdi - Zugo
    Laurea in Economia, Economia Finanziaria
    2014 - 2018
  • Consob
    Abilitazione Professionale Consulente Finanziario offerta fuori sede
  • Ivass
    Intermediario Assicurativo

Community

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