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Stefano Andreoli Email & Phone Number

Analista performance clienti presso Banca Mediolanum at Banca Mediolanum
Location: Milan, Lombardy, Italy 2 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Banca Mediolanum
Role
Analista performance clienti presso Banca Mediolanum
Location
Milan, Lombardy, Italy
Company size
5580 employees

Who is Stefano Andreoli? Overview

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Stefano Andreoli is listed as Analista performance clienti presso Banca Mediolanum at Banca Mediolanum, a with 5580 employees, based in Milan, Lombardy, Italy. AeroLeads shows a matched LinkedIn profile for Stefano Andreoli.

Stefano Andreoli previously worked as Analista performance clienti at Banca Mediolanum and Banking Specialist at Banca Mediolanum. Stefano Andreoli holds Bachelor'S Degree, Economics And International Trade L-33 from Università Cattolica Del Sacro Cuore.

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Banca Mediolanum

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Profile bio

About Stefano Andreoli

Esperienza:Oltre 10 anni nel settore bancario, con expertise nell'analisi e monitoraggio di portafogli e strumenti finanziari, focalizzandomi su performance, costi e rendicontazione MiFID II. Solida esperienza nell'analisi dei dati per supportare decisioni strategiche in Marketing, Sviluppo Prodotti e Wealth Management.Strumenti:Utilizzo di tecniche di Business Intelligence e Analytics per trasformare i dati CRM in insight strategici, mirati a decifrare le dinamiche di mercato e il comportamento dei clienti, al fine di identificare opportunità di business e migliorare la relazione tra clienti, banker e istituto.Aspirazioni:Cerco nuove sfide nel settore bancario o dei servizi finanziari per valorizzare la mia esperienza con preferenza nello sviluppo e nella gestione di prodotti d'investimento.

Current workplace

Stefano Andreoli's current company

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Banca Mediolanum
Banca Mediolanum
Analista performance clienti presso Banca Mediolanum
milano, lombardy, italy
Website
bancamediolanum.it
Employees
5580
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2 roles

Stefano Andreoli work experience

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Analista Performance Clienti

Current
Banca Mediolanum

Basiglio, Lombardia, Italia

Analista Senior con esperienza consolidata in:Monitoraggio e analisi delle performance di prodotti finanziari e portafogli, con attenzione a concentrazione, costi e strategie d'investimento.Definizione e monitoraggio di KPI per valutare l'efficacia di portafogli e strategie, proponendo interventi migliorativi.Sviluppo di dashboard e soluzioni di Business Intelligence tramite CRM per supportare le decisioni aziendali.Redazione di report MiFID II Ex Post su costi e performance, con certificazioni annuali tramite SQL Oracle.Creazione di report periodici su Power BI per portafogli e strategie d'investimento.Gestione di richieste tecniche su performance e costi di prodotti e servizi d'investimento.Partecipazione a iniziative di trasformazione digitale.Competenze chiave: Gestione patrimoniale, mercati finanziari, MiFID II, Microsoft 365, SQL Oracle. Esperienza con piattaforme come Morningstar Direct, Datastream, Refinitiv Eikon, Factset.

May 2018 - Present

Banking Specialist

Banca Mediolanum

Basiglio, Lombardia, Italia

Operatività su prodotti bancari, mutui, fondi di investimento, investimenti in assicurazioni sulla vita (unit linked e index linked) e fondi pensione. Specializzato nell'assistere clienti molto facoltosi (VHNWI e UHNWI).

Mar 2013 - Apr 2018
Team & coworkers

Colleagues at Banca Mediolanum

Other employees you can reach at bancamediolanum.it. View company contacts for 5580 employees →

MM Marco Milani Marco Milani Colleague at Banca MediolanumCastiglione Delle Stiviere, Lombardy, Italy View → AC Anna Ceola Anna Ceola Colleague at Banca MediolanumGreater Padova (Padua) Metropolitan Area, Italy View → MC Maura Casamenti Maura Casamenti Colleague at Banca MediolanumGreater Milan Metropolitan Area, Italy View → CJ Carles Jiménez Carles Jiménez Colleague at Banca MediolanumMadrid, Community Of Madrid, Spain View → EO Eleonora Olivieri Eleonora Olivieri Colleague at Banca MediolanumPescara, Abruzzi, Italy View → GA Giacomo Alessandro Ghisi Giacomo Alessandro Ghisi Colleague at Banca MediolanumBergamo, Lombardy, Italy View → LF Luca Frustaci Luca Frustaci Colleague at Banca MediolanumVaredo, Lombardy, Italy View → VS Valter Schneck Valter Schneck Colleague at Banca MediolanumAlbenga, Liguria, Italy View → PG Paolo Giangrasso Paolo Giangrasso Colleague at Banca MediolanumPalermo, Sicily, Italy View → DS Daniele Sciolti Daniele Sciolti Colleague at Banca MediolanumLecce, Apulia, Italy View →
2 education records

Stefano Andreoli education

Diploma Di Maturità, Liceo Scientifico P.N.I.

Liceo Scientifico G. Marconi Milano
FAQ

Frequently asked questions about Stefano Andreoli

Quick answers generated from the profile data available on this page.

What company does Stefano Andreoli work for?

Stefano Andreoli works for Banca Mediolanum.

What is Stefano Andreoli's role at Banca Mediolanum?

Stefano Andreoli is listed as Analista performance clienti presso Banca Mediolanum at Banca Mediolanum.

Where is Stefano Andreoli based?

Stefano Andreoli is based in Milan, Lombardy, Italy while working with Banca Mediolanum.

What companies has Stefano Andreoli worked for?

Stefano Andreoli has worked for Banca Mediolanum.

Who are Stefano Andreoli's colleagues at Banca Mediolanum?

Stefano Andreoli's colleagues at Banca Mediolanum include Marco Milani, Anna Ceola, Maura Casamenti, Carles Jiménez, and Eleonora Olivieri.

How can I contact Stefano Andreoli?

You can use AeroLeads to view verified contact signals for Stefano Andreoli at Banca Mediolanum, including work email, phone, and LinkedIn data when available.

What schools did Stefano Andreoli attend?

Stefano Andreoli holds Bachelor'S Degree, Economics And International Trade L-33 from Università Cattolica Del Sacro Cuore.

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