Who I am
I was born in Rome in 1971 and here I currently run my activity as a financial advisor.
In 1997, after graduating in Political Sciences proficient in Economics, I began to refine what I have learned by doing my first working experience in Spain, where I also had the opportunity to work at the European Investment Bank.
The experience in this country improved my excellent command of spoken and written Spanish, together with a good knowledge of English. With this opportunity I have acquired even some Hispanic customers.
In 1999 I passed the exam for the Register of Financial Experts and in January 1999 I joined Banca Etruria where I stayed until June 2002. That was just my starting point. That period was very important and extremely relevant for me because it was during these years that I have know people that I can still count among my best customers. In July 2002 I left Banca Etruria for Unicredit Xelion Banca, a much larger network of professionals in the field where my wallet has continued to grow thanks to the possibility that this large banking group offered me.
At the same time I continued to enrich my professional path attending English language courses and studying the property market. These studies were followed by annual training courses required to our category of consultants, both in the financial regulatory provision that insurance.
In these same years I started my academic experience as Assistant Professor of International Economics and Economic Policy at the university San Pio V in Rome.
This role made me realize how important the formation of future generations on economic and financial matters is in order to make informed investment decisions and to plan correctly the daily life and the future.
For this reason, in December 2016 I took the opportunity to become Financial Educator Anasf.
In 2009 year I decided to leave the Unicredit Group because of the merger between Unicredit Xelion Bank and Fineco, that I strongly disapproved.
In this year I joined Ubi Banca Private Investment where my wallet of customers increased further. This experience finished in 2012.
From July 2012 I am part of network of European Banking Group Investment advisors. In this position I reached the objective of 140 customers for Eur 16 million of portfolio managed on the whole.
From 2014 I’m technical consultant in Banking and Insurance Matters in the Court of Rome. In 2019 I attended a master in Private Wealth Management.
In the conduct of mu business I make use of the collaboration of an employee who helps me in planning my work and customer service.
Contact me for more information
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https://youtu.be/N1V_kpkwJmY