I am a Sales Specialist at UniCredit, a leading European bank with a global reach. Currently, my role is focused on wealth consultancy, with a particular attention to the investment field. Wealth consultancy maps the client's assets in its entirety and implements a global strategy. It therefore deals with financial, insurance, social security, real estate, tax, legal and inheritance aspects, paying particular attention to the protection of assets and its generational transition. I have a Master's degree in Law from Università degli studi di Palermo and a license to practice law from Corte d’appello di Palermo. My core competencies include optimizing asset allocation, identifying specific investment solutions, portfolio management and AML management.Before joining UniCredit as an Investment Advisor in June 2023, I worked as a Financial Credit Advisor and as Digital Banking Consultant for the same bank, specializing in credit consultancy, bancassurance, and account management. I have developed and applied skills in risk assessment, finance, and knowledge sharing, as well as providing customers with useful advice and promoting financial and insurance products through a digital channel. I also value innovation, collaboration, and diversity, and I enjoy working with a team of professionals who share these values and bring different perspectives and experiences to the table.
Listed skills include Microsoft Office, Microsoft Excel, Public Speaking, Ricerca, and 7 others.