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, trades, loans, debit/credit cards, reporting, CRM, financial planning, product information, marketing, compliance, operations, and sales). • 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.• Worked closely with other internal stakeholders to achieve successful outcomes for Advisors.

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.• Analyzed and interpreted portfolio performance reviews and make recommendations to customers for asset allocation adjustments.• Executed customers’ orders.• Diversified and hedged risk through a wide range of products: stocks, equity, fixed income, mutual funds, ETF, derivatives, insurance, real estate, retirement plans, wealth transfer plans, and alternative investments.• Educated clients on financial concepts and products and ensured customer satisfaction and long-term loyalty by building trust and rapport.• Managed client assets and accounts efficiently to ensure compliance with industry regulations: KYC/AML.

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.• Generated and explained clients’ quarterly and annual investment statements.• Advised and guided clients in finding the best solutions to achieve their financial goals and banking needs.• Recommended asset allocation adjustments to investors’ holdings to increase returns. • Engaged directly with clients on investment themes, assisted in the execution of trades, and processed requests by solving issues and responding to inquiries.• Maintained the management system and the company’s portal with accurate and up-to-date data and client information. • Managed cash flows and settlements related to custody.• Developed risk management models to understand and assess fixed income and derivatives exposure: monitoring yield curve, duration, interpolated rate, valuation, rating, volatility, and delta. • Oversaw the monthly and quarterly company investment portfolio reports.• Complied quarterly and annually with the EU insurance regulation QRTs Solvency II.• Assisted the transfer of ownership between Cattolica Assicurazioni and Monument Re Group.• Achieved EUR 25M dividend by backing and assisting in the migration of the business portfolio from Ireland to Luxembourg.

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.• Priced and rated assets, funds, and products on a daily, weekly, monthly, and quarterly basis.• Executed security trades, such as ETF, fixed income (government, corporate, and convertible bonds), equities, mutual funds, FX, swaps, and OTC options, as well as conducted alternative investments: private equity, hedge funds, insurance policies, real estate.• Ensured pre-and post-trade compliance: duties included trade bookings execution, security pricing, cash flows, monitoring market fluctuations, computing total holdings, assessing security risk, settlements, payments & reconciliations, resolving trading discrepancies and unmatched settlements, engaging with counterparties, and maintaining records and documentations of transactions.• Handled insurance death claims by reviewing claim submissions, obtaining, and verifying information, corresponding with beneficiaries and TPAs, pricing the policies, and processing claim payments.• Amplified organizational growth and reputation in the marketplace by establishing robust rapport with internal and external key stakeholders.• Coordinated with the Chief Compliance Officer to report monthly Anti-Money Laundering (AML) surrenders to the Italian Authority IVASS.• Reported weekly and monthly claims lapse ratio to the management.• Reported outstanding policies to brokers for monthly commission payments.• Generated and presented the quarterly investment, premiums, and claims report and commentary to the board of directors. • Forecasted the investment performances, P&L, premiums, and claims lapse ratio to estimate reserves for actuarial reviews

Laurea Magistrale In Banca E Finanza, Finanza Quantitativa

Laurea In Economia Aziendale, Business Administration & Management