Alexandre Reboud Email & Phone Number

Miami, FL, US

San Diego, CA, US

• Cultivated one-on-one relationships with advisors and HNWI clients.
• Served as the Advisor’s primary point of contact.
• Handled daily a high volume of calls and requests.
• Provided guidance and solutions regarding both qualified and non-qualified brokerage, advisory, and direct business accounts (onboarding, account opening, account maintenance, transactions, transfers, asset movements.
• Provided support to advisors with the company’s key technologies: more than 12,000 registered representatives are under Cetera.
• Utilized CRM tools to accurately record and track service requests and follow-ups.

New York, NY, US

• Acquired and deepened relationships with Affluent and HNWI clients, both domestic and offshore, through active communication, processing requests, resolving inquiries, and providing guidance.
• Assisted the wealth managers to develop and implement customized financial plans, leverage their time, and create sales and marketing strategies designed to generate revenue growth.
• Provided day-to-day support to FA on documentation (account opening and closing, loan disbursals, taxes, credit cards), organizing meetings and calls, and maintaining up-to-date client records.
• Collaborated with peers from different departments, such as Risk, Operations, Middle Office, COO, Trading, and Fund Accounting to optimize processes and workflow.
• Developed and implemented customized investment strategies tailored to the client’s specific financial goals and risk tolerance.
• Robust analytical and research skills, with the ability to stay current on market trends and economic developments, as well as identify investment opportunities.

Dublin, Dublin 2, IE

• Supervised and monitored on a day-to-day basis the company’s investment portfolio: AUM EUR 1.5B.
• Directed and led an investment team of 4 staff members.
• Implemented active tactical and strategic allocation and portfolio positioning to seize market opportunities.
• Reviewed and reconciled daily, weekly, and monthly price, performance, cash, expense, NAV, management fee, rebates as well as risk exposure of 45 products and 320 assets.
• Optimized the asset allocations to create positive returns (Morningstar Direct, Bloomberg PORT): internal funds have scored in the last year returns ranging from +2 (Money Market) to +41% (North America) YoY.
• Rebalanced portfolios to address weights to customer guidelines, product specifications as well as risk tolerance.

Dublin, Dublin 2, IE

• Assisted the CEO and CIO.
• Designed and deployed unit-linked policy products into the Italian market.
• Launched a 10-year partnership with the third Italian banking group: BPM.
• Analyzed daily, weekly, and monthly basis performance of assets and products.
• Generated risk reports.
• Daily due diligence on assets, funds, and investment managers.

Laurea Magistrale In Banca E Finanza, Finanza Quantitativa

Laurea In Economia Aziendale, Business Administration & Management