Experience

Cassa Lombarda

• Italy
• Banking
• 100 - 200 Employee

• Wealth Management

  • Jan 2008 - Present

  Wealth Management: macro/micro economic views, assets class allocation models (Equity, Bonds, Commodities, FX); Active role in Investment Committee, Advisory and Investments ideas to Private Bankers and HNWI on tailor-made solutions and portfolio structuring; Until December 2009 leading analyst and team coverage of Industrial, Consumer, Luxury, Holdings, Small-Caps sectors; Supervision of Banking and Financial Institutions sector; Marketing and road shows in Italy and Europe with institutional clients.



Banca MB

• Italy
• Banking
• 1 - 100 Employee

• Senior Equity Research

  • Apr 2007 - Dec 2007

  In this started up project I formed the Equity Research Unit; Team coverage of consumer/luxury (8 stocks) and industrial (7 stocks) sectors; capital increase for micro caps: Safwood (€55m), IPO of IeSMed (€50m); organisation of management road shows with institutional clients. In this started up project I formed the Equity Research Unit; Team coverage of consumer/luxury (8 stocks) and industrial (7 stocks) sectors; capital increase for micro caps: Safwood (€55m), IPO of IeSMed (€50m); organisation of management road shows with institutional clients.



UniCredit Markets & Investment Banking

• Senior Equity Analyst - Sell-side

  • Jun 2001 - Apr 2007

  Built up the coverage of Italian industrial sector (5 large and 14 small market caps) producing over 100 reports/notes yearly; sold investment ideas to institutional investors generated on company specific financial models, solid screening techniques, business model analysis, equity peers market and industry data; In 2006 ranked by Starmine as "Top 5 Earnings Analysts" of Fiat Group and strong contribution to Unicredit's team for the "Best Recommendations Accuracy" in RQ Small Caps survey. In 2004-05 leading role in the improvement of the European team ranking with Greenwich and Institutional Investors surveys; Lead analyst in the IPO of Fiera Milano (€240m), the capital increases of Fiat (€1bn), Impregilo (€650m), Ducati (€80m) and the private placement of Socotherm; Organised small caps conferences in Milan and international road shows ca.25 each year.



Banca Intesa

• Russian Federation
• Banking
• 700 & Above Employee

• Equity Analyst - Sell-side

  • Jun 2000 - Apr 2001

  Coverage of retail (Autogrill, La Rinascente) and cement sectors (Italcementi, Buzzi), mid-small market cap stocks, IPO of Dmail (€113m); Active role in marketing of equity investments and road shows with large institutional investors in Europe and US. Coverage of retail (Autogrill, La Rinascente) and cement sectors (Italcementi, Buzzi), mid-small market cap stocks, IPO of Dmail (€113m); Active role in marketing of equity investments and road shows with large institutional investors in Europe and US.



Societe Generale

• France
• Banking
• 700 & Above Employee

• Senior Credit Analyst - Italian Portfolio

  • Aug 1998 - Jun 2000

  Lead and co-coverage with 5 credit analysts of the Italian portfolio, as well as supporting risk assessment for the approval of credit decisions by the Branch and Head Office. Implementation of the risk management and compliance tasks, analysis on the portfolio trends, achievement of streamlining of process for active or non active client accounts (50% efficiency improvement); Supported the development of commercial relationships between the business lines (Italian and SG Network) and SME/Large accounts on main products e.g. loan syndication, trade finance, cash management, bond issue, securitisation, project financing, M&A, derivatives.



American Express

• United States
• Financial Services
• 700 & Above Employee

• Senior Credit Analyst - Financial Institutions - France and Africa

  • Jul 1997 - Aug 1998

  Covered the financial institutions in French-speaking countries in Europe/West/North Africa for the main product lines such as FX, Clearing, Trade Finance; Co-coverage with 3 analysts of South European Financial Institutions and hedge funds producing credit reports for the London and New York offices; Supported commercially the front office for all markets in business development (primarily African emerging markets), highlighting credit risks and enhancing the transactions credit rating. Covered the financial institutions in French-speaking countries in Europe/West/North Africa for the main product lines such as FX, Clearing, Trade Finance; Co-coverage with 3 analysts of South European Financial Institutions and hedge funds producing credit reports for the London and New York offices; Supported commercially the front office for all markets in business development (primarily African emerging markets), highlighting credit risks and enhancing the transactions credit rating.



WestLB Panmure

• Investment Banking
• 1 - 100 Employee

• Credit Analyst

  • Sep 1993 - Jul 1997

  Credit reports and rating of Italian corporate, financial institutions, regulated funds, municipalities. RAROC calculation, review and control of credit exposures and watch-list. Collaborated in the financial due diligence of corporate finance deals e.g. loan syndication, M&A, debt, derivatives, structured finance and project finance; Constituted a link between Milan and head office for transaction approvals and supported sales managers in their meetings with clients. Credit reports and rating of Italian corporate, financial institutions, regulated funds, municipalities. RAROC calculation, review and control of credit exposures and watch-list. Collaborated in the financial due diligence of corporate finance deals e.g. loan syndication, M&A, debt, derivatives, structured finance and project finance; Constituted a link between Milan and head office for transaction approvals and supported sales managers in their meetings with clients.



Enervit S.p.a.

• Food & Beverages
• 100 - 200 Employee

• Product manager & controller (Food and Dietetics)

  • Sep 1990 - Sep 1993

  Budget and control for several product lines e.g. sales, marketing, production and investments; New product development e.g. investments, planning & controlling, marketing and external costs; Preparation of sector reports on various lines of products for strategic development and control policies, e.g. SWOT analysis, benchmarking of the competition and marketing plans. Budget and control for several product lines e.g. sales, marketing, production and investments; New product development e.g. investments, planning & controlling, marketing and external costs; Preparation of sector reports on various lines of products for strategic development and control policies, e.g. SWOT analysis, benchmarking of the competition and marketing plans.



Ducros/McCormick

• Italian market development (Food sector)

  • Sep 1988 - Sep 1990

  Facilitated open the subsidiary and developed the business; e.g. sales and marketing to distribution networks and wholesalers, local business plan; Worked with consultants for M&A and assisted in the acquisition strategy. Evaluating several targets with an active role in the negotiation and due diligence processes e.g. marketing plans, financial projections, management skills, products positioning and technological strength. Facilitated open the subsidiary and developed the business; e.g. sales and marketing to distribution networks and wholesalers, local business plan; Worked with consultants for M&A and assisted in the acquisition strategy. Evaluating several targets with an active role in the negotiation and due diligence processes e.g. marketing plans, financial projections, management skills, products positioning and technological strength.