First time founder
My name is Gianni and I am a 33 years old Italian national. I am looking for a founder who has a brilliant and disruptive business idea. I have more than six years of experience in the financial industry working in different positions. After having spent the first part of my career working for a big corporation I believe it is now time to start my own business.
Although not having a significant experience with start-ups, I believe I developed some capabilities that can bring added value to a company. I work on a daily basis together with several salesmen in a tough market such as life insurance for HNWI. I have worked for many years in an operational department within a large organization; this implied being involved in numerous projects that aimed to increase the efficiency and effectiveness of operations. Finally, last year I completed a postgraduate diploma in business analytics that gave me a foundation of coding, database, statistical modelling and machine learning.
Ideally, I would like to join a start-up at its early stage and I would like to take part in the business model creation. I would be happy to be the investor in a project in which I believe. On the other hand, I do not mind joining a start-up already launched and in a growth phase if my expertise and capabilities are useful for it.
I am looking to meet, grab a cup of coffee or simply talk on Skype with smart and interesting people who are able to think out-of-box, even for a simple exchange of ideas. I am also always interested to hear what people are working on.
Senior Partner & Client Services Officer
Lombard International Assurance
July 2014 - October 2015
Main tasks: • Provide daily support to Partners, Clients and Sales colleagues. • Accurate and timely processing of policy transactions (new business, top up, withdrawals) servicing and query resolution during the life cycle of a policy. • Manage risks including adherence to Corporate Policy on Compliance and Risk. • Processing anti-money laundering checks on new clients. • Develop automatised portfolio reporting for relevant partners. • Proactively follow up and monitor all transactions and queries received from both internal and external parties.
Lombard International Assurance S.A.
February 2010 - July 2014
Core Responsibilities: • Receiving and executing various investments orders including fixed income, funds, stocks, structured products, FX, FWD. • Cash management and trade reconciliation, liaising with investment managers and IFAs, and custodians to ensure timely and accurate settlement of all positions. • Carrying out compliance checks and the application of internal procedures, industry rules, and regulations, with the aid of Bloomberg database and other tools. • Interpretation of financial and legal documentation (investment contracts, prospectuses, etc). • Reviewing transactional activities with partners to implement the necessary operational changes to ensure compliance with regulatory and client-mandated investment guidelines. • Providing client/partner/channel support, handling enquiries from other departments, the sales teams, and various international financial advisers and investment brokers. • Training of interns and junior employees.
February 2008 - July 2008
Core Responsibilities: • Maintain and develop relationships with clients (mainly hotel, restaurant and catering). • Gathering market and customer information. • Arranging orders delivery with the shippers and following up the status of the orders. • Providing clients with quotations, marketing material and solutions.
Graduate Diploma in Business Analytics
2015 - 2016
Università degli studi di Milano
Master's Degree in International Relationships - International Trade
2003 - 2008