Marco Piva

Marco Piva Email and Phone Number

Manager | Investment Advisory @ Moneyfarm
Milan, IT
Marco Piva's Location
Milan, Lombardy, Italy, Italy
Marco Piva's Contact Details

Marco Piva work email

Marco Piva personal email

n/a
About Marco Piva

Marco Piva is a Manager | Investment Advisory at Moneyfarm. He possess expertise in gestione del rischio, microsoft office, previdenza, microsoft excel, mercati finanziari and 5 more skills. He is proficient in Francese and Inglese.

Marco Piva's Current Company Details
Moneyfarm

Moneyfarm

View
Manager | Investment Advisory
Milan, IT
Website:
moneyfarm.com
Employees:
224
Marco Piva Work Experience Details
  • Moneyfarm
    Manager | Investment Advisory
    Moneyfarm
    Milan, It
    View
  • Moneyfarm
    Investment Consultants - Manager
    Moneyfarm Feb 2023 - Present
    Milano, Italia
    - Lead a team of financial advisors, overseeing their activities and monitoring key performance indicators (KPIs)- Develop and implement new processes and procedures to improve efficiency - Identify sales and new business opportunities, shaping strategies to ensure achievement of commercial targets- PMO cross-team activities - Manage a portfolio of High Net Worth Individuals (HNWI)
    View
  • Moneyfarm
    Investment Consultant
    Moneyfarm Apr 2019 - Feb 2023
    Milano, Italia
    - Built and maintained a long-term relationships with clients- Provided financial advice based on full understanding of customers' needs- Managed day-to-day CRM activities using Salesforce- PMO activities related to implementing new customer interaction methods- Mentored and trained new employees
    View
  • Intesa Sanpaolo
    Financial Advisory Intern
    Intesa Sanpaolo Sep 2018 - Mar 2019
    Milano, Italia
    - Assisted Financial Advisors and Planners in daily branch activities- Registered with the Italian Register of Financial Advisors (OCF)
    View
  • Deloitte
    Financial Services Analyst
    Deloitte Mar 2018 - Aug 2018
    Milano, Italia
    - Implemented and developed anomaly indicators for monitoring Financial Advisors network activities- Provided project management support for the implementation of new software- Conducted internal audits of Italian and foreign holding companies and subsidiaries, including SGRs and insurance companies
    View

Marco Piva Skills

Gestione Del Rischio Microsoft Office Previdenza Microsoft Excel Mercati Finanziari Fondi Pensione Prodotti Assicurativi Finanza D'impresa Assicurazioni Strumenti Finanziari

Marco Piva Education Details

Frequently Asked Questions about Marco Piva

What company does Marco Piva work for?

Marco Piva works for Moneyfarm

What is Marco Piva's role at the current company?

Marco Piva's current role is Manager | Investment Advisory.

What is Marco Piva's email address?

Marco Piva's email address is ma****@****arm.com

What schools did Marco Piva attend?

Marco Piva attended Università Cattolica Del Sacro Cuore, Niagara College Canada International Division, Università Cattolica Del Sacro Cuore, Liceo Scientifico Tecnologico J.c. Maxwell.

What skills is Marco Piva known for?

Marco Piva has skills like Gestione Del Rischio, Microsoft Office, Previdenza, Microsoft Excel, Mercati Finanziari, Fondi Pensione, Prodotti Assicurativi, Finanza D'impresa, Assicurazioni, Strumenti Finanziari.

Who are Marco Piva's colleagues?

Marco Piva's colleagues are Kirby Wilkes, George Gardner, Vito Savino, Dario Esposito, Riccardo Pergreffi, Saurav Acharya, Francesca Ambrosecchia.

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