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Dimitris Zerdilas Email & Phone Number
Executive Vice President
at
Boreal Capital Management
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Executive Vice President
Location
Zurich, Zurich, Switzerland
Company size
Who is Dimitris Zerdilas? Overview
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Quick answer
Dimitris Zerdilas is listed as Executive Vice President at Boreal Capital Management, a company with 72 employees, based in Zurich, Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for Dimitris Zerdilas.
Dimitris Zerdilas previously worked as Managing Director at Ubp - Union Bancaire Privée and Senior Relationship Manager, Director at Ubs. Dimitris Zerdilas holds Master Of Business Administration (Mba), Business Administration And Finance from Middlesex University.
Company email context
Email format at Boreal Capital Management
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Boreal Capital Management
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Profile bio
About Dimitris Zerdilas
Established private banker with strong analytical skills and a deep understanding of the wealth management industry. Prominent business network and clientele across Greece, Cyprus.
Current workplace
Dimitris Zerdilas's current company
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Boreal Capital Management
10 roles
Dimitris Zerdilas work experience
A career timeline built from the work history available for this profile.
Mar 2022 - Present
Oct 2017 - Feb 2022
Senior Relationship Manager, Director
Wealth Management, Mediterranean Region
Dec 2015 - Aug 2017
Senior Private Banker
Banque De Patrimoines Prives Sa ( Credit Andorra Financial Group) Luxembourg
Responsible for the development of the Greek and Cyprus HNWI market. Investment Advisory services, open architecture and asset allocation is part of the current offering.
Jul 2014 - Oct 2015
Senior Relationship Manager
Wealth Management dept, Advisory and Discretionary services offered in Greece and abroad through external custodian agrrements.
Jan 2014 - Nov 2014
Unit Head Private Banking
> Responsible of managing a team of (8) Senior Relationship Managers, (1) Business Developer Manager and (3) Support Officers. Responsibilities include maintaining a close relationship with the largest clients of the unit. Following and implementing the Management's guidelines with regards to compliance, training, team and unit's evaluation.> We manage.
Sep 2006 - Dec 2013
Snr Relationship Manager
Senior Relationship Manager, Private Banking> Managing a portfolio of 120 million euros of new and existing private clients in an exclusive unit which was well positioned to target the old traditional private money.> Annual assessments were all A due to achieving given personal targets for 2003,2004,2005,2006. First producer from 2001 in new client.
Jan 2001 - Sep 2006
Resident Vice President
> Managing a portfolio of $50m of new and existing personal clients > Providing investments, FX, Dealing with tax issues.
Aug 2000 - Dec 2000
Senior Relationship Manager
Jan 1996 - Aug 2000
Team & coworkers
Colleagues at Boreal Capital Management
Other employees you can reach at morawealth.com. View company contacts for 72 employees →
JM
Jaime Moreno
Colleague at Boreal Capital Management
Zurich, Switzerland, Switzerland
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FC
Fernando Carrera
Colleague at Boreal Capital Management
Peru, Peru
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AM
Annette Manon
Colleague at Boreal Capital Management
Dominican Republic, Dominican Republic
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DE
Daniel Eulate
Colleague at Boreal Capital Management
Miami, Florida, United States, United States
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CE
Carl Edlund
Colleague at Boreal Capital Management
Miami, Florida, United States, United States
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KG
Karla Gabriela Reyes
Colleague at Boreal Capital Management
San Salvador, El Salvador, El Salvador
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RV
Rafael Vicario, Cfa, Caia
Colleague at Boreal Capital Management
Zurich, Switzerland, Switzerland
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MO
Manuel Ortiz
Colleague at Boreal Capital Management
Switzerland, Switzerland
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CW
Claudia Weber
Colleague at Boreal Capital Management
Zurich, Switzerland, Switzerland
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PY
Patricia Yanci
Colleague at Boreal Capital Management
Zug, Zug, Switzerland, Switzerland
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Jaime Moreno
Colleague at Boreal Capital Management
Zurich, Switzerland, Switzerland
View →
FC
Fernando Carrera
Colleague at Boreal Capital Management
Peru, Peru
View →
AM
Annette Manon
Colleague at Boreal Capital Management
Dominican Republic, Dominican Republic
View →
DE
Daniel Eulate
Colleague at Boreal Capital Management
Miami, Florida, United States, United States
View →
CE
Carl Edlund
Colleague at Boreal Capital Management
Miami, Florida, United States, United States
View →
KG
Karla Gabriela Reyes
Colleague at Boreal Capital Management
San Salvador, El Salvador, El Salvador
View →
RV
Rafael Vicario, Cfa, Caia
Colleague at Boreal Capital Management
Zurich, Switzerland, Switzerland
View →
MO
Manuel Ortiz
Colleague at Boreal Capital Management
Switzerland, Switzerland
View →
CW
Claudia Weber
Colleague at Boreal Capital Management
Zurich, Switzerland, Switzerland
View →
PY
Patricia Yanci
Colleague at Boreal Capital Management
Zug, Zug, Switzerland, Switzerland
View →
2 education records
Dimitris Zerdilas education
Master Of Business Administration (Mba), Business Administration And Finance
Bachelor Of Business Administration (B.B.A.), Management And Business
Technological Institution Of Athens
FAQ
Frequently asked questions about Dimitris Zerdilas
Quick answers generated from the profile data available on this page.
What company does Dimitris Zerdilas work for?
Dimitris Zerdilas works for Boreal Capital Management.
What is Dimitris Zerdilas's role at Boreal Capital Management?
Dimitris Zerdilas is listed as Executive Vice President at Boreal Capital Management.
Where is Dimitris Zerdilas based?
Dimitris Zerdilas is based in Zurich, Zurich, Switzerland while working with Boreal Capital Management.
What companies has Dimitris Zerdilas worked for?
Dimitris Zerdilas has worked for Boreal Capital Management, Ubp - Union Bancaire Privée, Ubs, Bank Julius Baer & Co. Ltd, and Banque De Patrimoines Prives Sa ( Credit Andorra Financial Group) Luxembourg.
Who are Dimitris Zerdilas's colleagues at Boreal Capital Management?
Dimitris Zerdilas's colleagues at Boreal Capital Management include Jaime Moreno, Fernando Carrera, Annette Manon, Daniel Eulate, and Carl Edlund.
How can I contact Dimitris Zerdilas?
You can use AeroLeads to view verified contact signals for Dimitris Zerdilas at Boreal Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Dimitris Zerdilas attend?
Dimitris Zerdilas holds Master Of Business Administration (Mba), Business Administration And Finance from Middlesex University.
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