Roberto GIAMMARCO

Descrizione

I'm a Business Manager. I start my career working in the Financial Market, with major banks. In 2016, I expanded my activities to the Private Equity market, and I joined BASTION Industries as their Business Development Manager. I hold a degree in Economics with specializations in PE and Financial Markets. Additionally, I am an NLP Coach licensed by R. Bandler and Claudio Belotti a Master trainer of A. Robbins. Throughout my career, I have developed projects in various sectors, ranging from asset management to real estate, soccer, network marketing, insurance brokerage, food, and now mining. My motto is "In giving more than we receive."

Curriculum vitae

GIAMMARCO Consulenze
gennaio 1998 - Present (22 anni 6 mesi)
Milano, Lombardia, Italia

CREDEM BANCA
Growth manager
2016 - 2019 (3 anni)

INTESA SAN PAOLO PRIVATE BANKING
Group Manager
giugno 2011 - marzo 2016 (4 anni 10 mesi)
I provide clients with advice on financial matters, making recommendations on
ways to best utilize their money. The role involves researching the marketplace
and advising clients on products and services available, ensuring they are
aware of and understand those that best meet their needs, and then securing
a sale.
I prepare financial plans for people covering various aspects of personal
finance which includes: cash flow management, education planning, retirement
planning, investment planning, risk management and insurance planning, Tax
planning, estate planning and business succession planning (for business
owners).
In carrying out the planning function, I am guided by the financial planning
the process to create a financial plan; a detailed strategy tailored to a client's
specific situation, for meeting a client's specific goals. The key defining aspect
of what I do is that I consider all questions, information and advice as it
impacts and is impacted by the entire financial and life situation of the client.

Italian Industry & Commerce Office in the UAE
Italian Representative
novembre 2014 - gennaio 2016 (1 anno 3 mesi)
Dubai
An Italian Representative of IICUAE helps Italian companies to approach and
develop their business in UAE in the right way.
Others information on http://www.iicuae.com/english/services.php

BANCA SARA
Group Manager
giugno 2005 - giugno 2011 (6 anni 1 mese)
Italy
Area Manager with the task of coordinating other financial planners to raise and
manager assets.
In 2011 the bank was incorporated in Banca Fideuram.

PESCARA CALCIO S.P.A.
Partner and CEO
dicembre 2006 - giugno 2007 (7 mesi)
Pescara, Italia
I worked as a fundraiser to buy the football club PESCARA CALCIO (playing in
italian second league).

FINECOBANK
Supervisor
gennaio 1997 - giugno 2005 (8 anni 6 mesi)
Iniziata l'attività di consulente finanziario prima in BIPOP-CARIRE poi
diventata FINECO

FORMAZIONE
Yale University
Financial Markets · (2019 - 2020)
SDA Bocconi
Corso agg.to, MOOC Private equity and Venture Capital · (2017 - 2018)
Università degli Studi 'Gabriele d'Annunzio' di Chieti - Pescara
Laurea, economia e commercio