Senior Wealth Management Executive with > 20 years’ experience, holistically leading the investment products & services offering for Bank’s wealth management segments. His role precludes originating and delivering the house view on global markets, assist personal and private banking networks to achieve business objectives by providing Funds, Structured products, Bonds, FX and Equity solutions.
He spearheads Portfolio Counselors who assist private banking advisory business, a team that provide investment product orders execution, Third Party fund relations and the development of novel educational material for the wealth management network. He is also member of APB Investment Committee, advice private banking and corporate clients and actively participates on Private Banking marketing events. He covers major financial markets developments since 1998 and in foreign exchange strategy, ranking with Alpha Bank’s Global Markets Analysis team among the most accurate currency forecasters globally since 2005 (Reuters forex polls).
In addition, he advised clients and corporate executives on treasury product solutions based on global financial markets prospects, participate as a speaker in corporate as well as private banking client conferences and holds publications in economic academic journals. He holds a BA in Economics from the University of Athens, a Master’s degree in Banking & Finance from the University of Wales and a professional certification on financial markets analysis from the Bank of Greece.