Giulia Rossi

Giulia Rossi Email and Phone Number

Private Asset Management Consultant/Diversified investment/Digitizing @ State Street
boston, massachusetts, united states
Giulia Rossi's Location
Boston, Massachusetts, United States, United States
About Giulia Rossi

Giulia Rossi is a Private Asset Management Consultant/Diversified investment/Digitizing at State Street.

Giulia Rossi's Current Company Details
State Street

State Street

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Private Asset Management Consultant/Diversified investment/Digitizing
boston, massachusetts, united states
Website:
statestreet.com
Employees:
36424
Giulia Rossi Work Experience Details
  • State Street
    Private Asset Management Consultant
    State Street Aug 2021 - Present
    United States
    Serving corporate VIP customers and high-net-worth individual customers, the goal is to provide high-net-worth customers with a full range of comprehensive financial management services;Communicate with customers to understand their problems in family finance and financial needs;According to the customer's asset scale, life goals, expected income goals and risk tolerance, conduct demand analysis, issue professional financial plan plans, and recommend suitable financial products;By adjusting the proportion of wealth management products of deposits, stocks, bonds, funds, insurance and other financial products to achieve a reasonable allocation of assets, so that customers' assets can maintain and appreciate on a safe and sound basis;Assist customers to open financial accounts and provide continuous follow-up services;Regularly contact with customers, report the income of wealth management products, introduce new comprehensive financial services, wealth management products and financial market trends to customers, and maintain a good relationship of trust.
  • State Street
    Data Analyst
    State Street Aug 2019 - Aug 2021
    United States
    Use modern data analysis technology, flexibly coordinate R&D resources, be responsible for and implement the research, development, testing and launch of data productsAbility to use modern data analysis techniques to analyze specific business issues and generate insightsGood at data analysis and defining relevant data indicators to guide customers to discover reasonable and accurate insightsQuick learner, willing to take on the challenge of solving complex problems
  • Unicredit
    Asset Management Project Manager
    Unicredit Jun 2014 - Apr 2019
    Milan, Italy
    Responsible for the due diligence, scheme design, and cooperation negotiation of the proposed project;Responsible for the mid-term business tracking, coordination and maintenance of the project to be implemented, evaluating the feasibility and risk of the project, writing project materials, and submitting them for review;Responsible for the material pre-examination and quality control of the proposed project;Responsible for connection and coordination with investment banks, clubs, law firms, listed companies, and equity investment institutions.Finance, law, finance, economic management and other related majorsFamiliar with industry-related policies and regulationsPossess strong language expression ability, communication ability and learning ability, work conscientiously, rigorously and meticulously.
  • Unicredit
    Data Analyst
    Unicredit Jun 2013 - Jun 2014
    Milan, Italy
    Participate in the research, analysis and realization of temporary data analysis needs of business departments;Participate in the construction, maintenance, deployment and evaluation of data mining models;Organize and write business data analysis reports, discover and analyze hidden changes and problems in a timely manner, and provide decision support for business development;On-site or counterpart support business departments to provide data analysis services, and cooperate with business departments to carry out business thematic analysis;Support the data analysis, processing and research of the Weibo business department and other product departments in terms of operations, products, R&D, marketing, etc.
  • Unicredit
    Financial Security Internship
    Unicredit Apr 2013 - Jun 2013
    Milan, Italy
    Assist the product manager in dealing with product operation and maintenance issues such as product market research, demand analysis, product design, product promotion, customer marketing, product testing, and production system problem solving.Possess systematic financial knowledge and be familiar with bank financial products, especially credit products;Possess certain data analysis, competitive product analysis, and customer demand analysis capabilities; proficient in AXURT, Curtain, XMIND, EXCELInternet, financial industry

Giulia Rossi Education Details

Frequently Asked Questions about Giulia Rossi

What company does Giulia Rossi work for?

Giulia Rossi works for State Street

What is Giulia Rossi's role at the current company?

Giulia Rossi's current role is Private Asset Management Consultant/Diversified investment/Digitizing.

What schools did Giulia Rossi attend?

Giulia Rossi attended Politecnico Di Torino, Università Degli Studi Di Torino.

Who are Giulia Rossi's colleagues?

Giulia Rossi's colleagues are Pauline Wong, Iris Zhang, Charlee Godsell, Brian Mac Mahon, Debasish Bayen, Keith Noe, Aneudy Perez.

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