Financial Planning | Cashflow Management

Business Strategy | Corporate Training

Business Strategy | Financial Planning | Product Development

- Development of multi-funds Unit Linked policies. Management of the relationship with in-house and external fund managers- Product Specialist and training activities for third party networks of banks and financial advisors. Head of Sales from 2013-Developed the advisory service (model portfolios) and the financial communication strategy (weekly and monthly newsletters)-Responsible for marketing and brand communication activities

- Head of the Product Marketing Team (6 people). Market analysis, development and launch of investment products (mutual funds, unit linked, capital back guaranteed)- Owner of the relationship with multiple external investment houses both during the product development and the post launch period- Responsible for all the activities related to insurance products - Project Manager for the development of the online Advisory Platform (“BG Advisory”)- Training on products with Area and… Show more - Head of the Product Marketing Team (6 people). Market analysis, development and launch of investment products (mutual funds, unit linked, capital back guaranteed)- Owner of the relationship with multiple external investment houses both during the product development and the post launch period- Responsible for all the activities related to insurance products - Project Manager for the development of the online Advisory Platform (“BG Advisory”)- Training on products with Area and District Managers (for both private and non private network) Show less

- Head of buy-side equity analysts (6/7 people) until 2005 and of the European Equity Team (4 people) from 2006- Development of equity valuation models, asset allocation strategies, advanced market timing systems, performance attribution and risk management tools - Managed the relationship with multiple equity brokers; weekly meetings with CEO/CFO’s of international listed companies

- Responsible for the European Equity team (4 people) from 2001 - Development of a new disciplined investment process focused on bottom up analysis - Training and coaching activities for junior fund managers- Managed the relationship with multiple equity brokers; weekly meetings with CEO/CFO’s of international listed companies

- Equity markets analysis; written research for multiple publications (weekly newsletter, monthly and quarterly reports). Ad hoc papers for financial magazines