• Orchestrates business development, wealth and asset management, marketing, public relations, recruitment, budgets, and planning.• Collaborates with NS Luxembourg to optimize assets under management and drive revenue growth.• Maintains visibility on major channels such as LA7, SKY, Rai3, Rainews, Rai GR1, IlSole24Ore, Bloomberg, Corriere della Sera, Repubblica, Class CNBC, and Milano Finanza.• Formulates a region-specific strategy targeting ultra-high-net-worth individuals and… Show more • Orchestrates business development, wealth and asset management, marketing, public relations, recruitment, budgets, and planning.• Collaborates with NS Luxembourg to optimize assets under management and drive revenue growth.• Maintains visibility on major channels such as LA7, SKY, Rai3, Rainews, Rai GR1, IlSole24Ore, Bloomberg, Corriere della Sera, Repubblica, Class CNBC, and Milano Finanza.• Formulates a region-specific strategy targeting ultra-high-net-worth individuals and institutional clients. Implemented robust recruiting and training programs for new employees.• Oversees local Anti-Money Laundering (AML) activities, including submitting suspicious transaction reports, and manages contacts with local supervisory authorities.𝐂𝐨𝐫𝐞 𝐀𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭𝐬:• Built a high-caliber team and heightened brand awareness, achieving notable revenue growth (average of 20% YoY) and sustained profitability.• Addressed low brand awareness in the Italian market, securing 10 new institutional clients and increasing Assets Under Management (AUM) on funds.• Attained 2nd (among seven branches) in net new inflow to funds in 2022.• Appointed a PR representative (journalist) and publicized fund distribution to professional and institutional investors, securing coverage across all significant Italian media outlets. Show less

Club degli Investitori is a network of 350 business angels who invest in startups, scaleups, and innovative SMEs.

• Served as a Board Member for the Investment Holding Company, overseeing the production of plumbing supplies, including the Saccaria Caffè S.r.l. (www.saccaria.it) and Saccaria Idrotermosanitari S.r.l. (www.saccaria.com).• Regularly convened to assess and ensure the organization's accomplishments or needs, providing valuable insights and guidance on strategies to achieve goals.• Collaborated with the CFO to proactively manage all financial functions and improve communication among… Show more • Served as a Board Member for the Investment Holding Company, overseeing the production of plumbing supplies, including the Saccaria Caffè S.r.l. (www.saccaria.it) and Saccaria Idrotermosanitari S.r.l. (www.saccaria.com).• Regularly convened to assess and ensure the organization's accomplishments or needs, providing valuable insights and guidance on strategies to achieve goals.• Collaborated with the CFO to proactively manage all financial functions and improve communication among Board Members, contributing to an improved external perception of the organization. Show less

• Spearheaded commercial coordination efforts across Triveneto, Lombardia-Liguria Area, overseeing a team of 700 financial advisors and wealth managers.• Orchestrated the communication of corporate messages, conveying the equity story, strategy, growth opportunities, business initiatives, and financial performance to investors, analysts, and major stakeholders. Led critical decision-making and monitored targets for seamless commercial execution.• Instrumental in developing compelling… Show more • Spearheaded commercial coordination efforts across Triveneto, Lombardia-Liguria Area, overseeing a team of 700 financial advisors and wealth managers.• Orchestrated the communication of corporate messages, conveying the equity story, strategy, growth opportunities, business initiatives, and financial performance to investors, analysts, and major stakeholders. Led critical decision-making and monitored targets for seamless commercial execution.• Instrumental in developing compelling quarterly earnings materials and crafted strategic communication materials. Monitored, analyzed, and summarized sell-side analyst models and notes.𝐂𝐨𝐫𝐞 𝐀𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭𝐬:• Spearheaded the end-to-end process of establishing Italy's first private equity fund, strategically expanding its scope to encompass retail clients.• Surpassed corporate targets by training current sales leaders and developing diverse sales strategies. Show less

• Launched a Wealth Management branch, overseeing client services, administration, and compliance.

• Expanded organizational presence through HNWI account oversight and recommending investments.

• Oversaw and directed asset management strategies totaling $100M.• Implemented investment strategies for organizational clients, assessing program reliability and modifying methods to enable stakeholders to achieve long-term goals.• Collaborated with the Religious Entities team, engaging with critical Italian Catholic institutions.

● Compiled performance reports for the Board of Directors, summarizing the achievements of all branches and bankers.

● Assisted in structuring and selling structured products, supporting Trading desk activities through back-testing and VAR calculations.