Consulente Finanziario e Patrimoniale - Group Manager @ (July 2019 - December 2023)
Consulente Finanziario - Group Manager @ (January 2012 - July 2019)
Regional Manager @ (January 2010 - December 2011)
Project Manager @ (August 2006 - December 2009)
Supervisore Top @ Fineco Bank (March 1998 - July 2006)
Promotore Finanziario @ Bayerische SIM (January 1995 - February 1998)
Promotore Finanziario @ Uniprof SIM (January 1993 - December 1995)
Roberto Serio Skills
Private Banking
Gestione portfolio
Mercati finanziari
Gestione degli asset
Gestione del rischio
Investimenti
Analisi di bilancio
Gestione patrimoniale
Banking
Management
Credito
Project management
Retail banking
Business plan
Finanza d'impresa
Risk Management
Business Strategy
Wealth Management
Training
Financial Analysis
Portfolio Management
Leadership
Sales
Strategy
Negotiation
Investments
Consulente Patrimoniale
Roberto Serio Summary
Roberto Serio, based in Italy, is currently a Consulente Finanziario e Patrimoniale certificato ESG at Fideuram - Intesa Sanpaolo Private Banking. Roberto Serio brings experience from previous roles at Fideuram Intesa Sanpaolo Private Banking and Banca Fideuram. With a robust skill set that includes Private Banking, Gestione portfolio, Mercati finanziari, Gestione degli asset, Gestione del rischio and more. Roberto Serio has 2 emails on RocketReach.
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