Sebastiano Andreoli Email and Phone Number
I started my career at a very young age, which allowed me to quickly reach a certain level of professional maturity. During this time, I decided to continue growing academically by obtaining both a Bachelor's and a Master's degree while working, so as not to limit my opportunities in the job market.After 10 years of experience in UBS Switzerland AG, one of the global leaders in wealth management, I decided to direct my career towards financial engineering in the Swiss real estate market, a sector that continues to capture my full interest.My experience has taught me the importance of an analytical and strategic approach to managing real estate investments, and I am convinced that the combination of my technical skills and practical experience can bring significant added value. I am enthusiastic about contributing to the development of innovative solutions that can meet the needs of an ever-evolving Swiss market, with the goal of optimizing investment returns and ensuring client satisfaction.
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Chief Executive OfficerBlue Lake Capital SaglTicino, Switzerland
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Chief Executive OfficerBluelake Capital Sagl Jan 2023 - PresentLugano, Ticino, Switzerland -
AdministratorAtlante Investments Sa Apr 2024 - PresentLugano, Ticino, Switzerland
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AdministratorAtena Investments Sa Mar 2024 - PresentLugano, Ticino, Switzerland
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AdministratorVirginia Investmets Sa Jan 2023 - PresentLugano, Ticino, Switzerland
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Board MemberModula Holding Sa Oct 2022 - PresentLugano, Ticino, Switzerland -
Real Estate Investment ManagerModula Holding Sa Mar 2022 - Jul 2023Lugano, Ticino, SwitzerlandThe job consists of buying and selling multi-family residential properties in Switzerland. The objective is to create investment vehicles with the real estate market as the underlying by optimising the corporate structure efficiently to increase the return on equity.
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Sales And Relationship ManagerModula Holding Sa Aug 2021 - Mar 2022Lugano, Ticino, SwitzerlandI act as an external sales and relationship manager for the sale of MADI products, creating new sales networks, and looking for new business partners in Switzerland and Europe. I mainly deal with developing and implementing commercial strategies through which to manage the sales network, I also promote the company and its related products.Website: https://madihome.com/
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AdministratorNinfa Investments Sa May 2022 - PresentLugano, Ticino, Switzerland
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Assistant Client AdvisorUbs Apr 2016 - Aug 2021LuganoI am currently the assistant Client Advisor in the Wealth management department in the Lugano Office. I am performing the following tasks:- I service a billion dollar portfolio of clients- placing stock exchange orders of the following: warrant, futures, forex, options, put and calls- assisting wealth manager in opening of new clients accounts and following the entire procedure chain -
Authorized Officer - Junior Client AdvisorUbs Mar 2019 - Jul 2021Lugano
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Client AdvisorUbs Aug 2014 - Jul 2015Ponte TresaI entirely manager the only bank office during the Voluntary disclosure crisis at the Ponte Tresa HQ. That was one of the achievement where I am proud of constant pressure from foreigner clients and self time management for being solo worker in the office.My main achievements during that period of time are the followings:- Managed from 80 to 120 daily clients successfully.- Successfully sold more that 200 auxiliary product in 12 working months. Above the monthly milestone and got an award from the chefs about the achievement.- individual wealth and accounting consulting.- Office records with 169+ cash operations in 6 hour working period taking in consideration the EUR crisis and the only Ponte Tresa Office is located on the Italian-Swiss border.
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Commercial Trainee - 3 YearsUbs Aug 2011 - Jul 2014LuganoTraining programm from UBS with six different departments focused applications and departments.The program was structured as listed:1° year: 6 month in the traffic payment department and 6 month in the PKB Savosa office; 2° year: 6 month in the WM Italy in Chiasso office and 6 month worked in the PKI International in the Lugano office;3° year: Last year in the PKI CH in the Lugano office.Following hards skills were learned:- cash operations, consulting assistance, base financial product consulting and investment, mortgage assistance and consulting procedures.Following soft skills were learned:- team work, presentation skills, analytical thinking, end sales client and big data analysis.ACHIEVEMENT: -Second year award for the best canton sales man of credit card with a 30% of cold calling sales.
Sebastiano Andreoli Skills
Sebastiano Andreoli Education Details
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Msc Real Estate Development And Investment -
Banking And Finance -
Center For Young Professionals In BankingFormazione Bancaria -
Commercial Business School BellinzonaFederal High School Diploma In Completion With Ubs Training
Frequently Asked Questions about Sebastiano Andreoli
What company does Sebastiano Andreoli work for?
Sebastiano Andreoli works for Blue Lake Capital Sagl
What is Sebastiano Andreoli's role at the current company?
Sebastiano Andreoli's current role is Chief Executive Officer.
What schools did Sebastiano Andreoli attend?
Sebastiano Andreoli attended University Of Greenwich, University Of Applied Sciences And Arts Of Southern Switzerland Supsi, Center For Young Professionals In Banking, Commercial Business School Bellinzona.
What are some of Sebastiano Andreoli's interests?
Sebastiano Andreoli has interest in Self Taught Trading Geek, Investment Aficionado, Emerging Fin Tech Interest, Hockey And Chess Player, Those Are My Main Interests.
What skills is Sebastiano Andreoli known for?
Sebastiano Andreoli has skills like Banking, Trading, Strategic Planning, Contract Negotiation, Client Relations, Client Services, Private Banking, Branch Banking, Risk Management.
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