David Barpetrus Email & Phone Number

As a dedicated and results-driven professional, I have acquired valuable expertise in the financial industry through a diverse range of roles. My educational background in Business and Economics, with a specialization in Corporate Finance, has provided me with a solid foundation for success.Currently, as a Premium Financial Advisor at Nordea, I provide comprehensive financial advice to a portfolio of 3200 clients on wealth management, mortgage, investment, and pension plans. My focus is on delivering a diversified set of brokerage, investment, and insurance solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers. I am well-versed in utilizing sales tools and modules to conduct analysis and provide the best advice and products based on customers' individualized needs. Ensuring compliance with BSA, AML, and KYC requirements to protect bank interests is a top priority for me.Prior to Nordea, I served as a Financial Advisor at Handelsbanken, where I advised a portfolio of clients on mortgages, investments, and conducting a risk/investment profile. In this role, I developed customized financial solutions and recommendations based on individualized needs analysis. I also conducted regular reviews of customer information to ensure compliance with BSA, AML, and KYC requirements.I began my career as a Customer Operations Advisor at Qliro, where I managed incoming customer requests through various communication channels and provided solutions related to customer support, payments, invoicing, and fraud issues. My role also involved conducting thorough identification and assessments of customer needs, analyzing transactions, and conducting credit assessments to determine the best course of action.I am fluent in Swedish, English, and Aramaic/Assyrian and have intermediate proficiency in Spanish. My computer skills include advanced proficiency in Office 365, SPSS, and investigation software TR, Statistics, and Arc.I hold various certifications, including Swedsec Licensation for Investments and Mortgages and Certification for Insurance distribution LIV BAS + Låneskydd.As an ambitious and dynamic professional, I am eager to take on new challenges and opportunities in the financial industry.

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  Södertörns Högskola

  Business And Economics