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Stefano M. | Elance
 
176985602337900
Last Sign-in: Dec 28, 2015

Stefano M.

Financial advisor
   Italy
  |   Pisa, Tuscany
  |  8:58 pm Local Time

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Overview

I am an italian industrial engineer graduate of the University of Pisa in Italy.
I am also certified as a financial consultant and in 2013 I worked at the institution of the Tuscan Region dealing with investments.
Currently I work with a consultancy with regard to financial planning
Previously in 2011 I worked for 6 months in England dealing with the production of flight simulators.
Please do not hesitate to contact me if you require any further
information.
I look forward to hearing from you soon.

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Portfolio

Skills (10)

Tested

Service Description

CONSULTING SERVICES

1) Quantitative analysis of the client portfolio with certification of quality, cost and efficiency of the results (evaluation of managers to which the assets have been entrusted)

2) Comprehensive analysis of portfolio individual products with quantification of the "hidden fee" retained by intermediaries in terms of management fees, performance, negotiation, administration costs, custodian bank, etc.

3) Re-negotiation of the conditions applied by the bank (commissions, securities custody, lending and borrowing rate, overdraft charges, currencies, etc.).

4) Asset allocation made with the use of efficient tools

5) Monitoring of asset allocation over time and preparation of periodic reports

6) Loans analysis

7) Supplementary pension

8) Comprehensive financial planning

9) Analysis of insurance risks

10) Operational assistance in relations with banks, investment firms or insurance agents

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Employment

Festa financial consulting firm
Associate Financial Advisor
2015 - Present
- Long-term financial planning for retirement portfolios - Writing content for firm website - Speculative asset allocation - Review of books and preparation of summaries for podcast - Mean variance...
Tuscany General Directorate of Citizenship Rights
Investment Department member
2013 - 2014
- Project financing and real estate investment funds. - Analysis and organization of investment flows for healthcare companies managed by the Region - Performance reports and demographic...

Education

Pisa University
Management engineering
2002 - 2007
Overview  |  Job History  |  Portfolio  |  Resume/C.V.

Keywords

financial planning
financial advise
business plan
portfolio management
securities
retirement plan
accounting
behavioral finance
corp finance
finance course
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stefano-mattolini
Type
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Member Since
July 2012
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Stefano M. | Elance

Stefano M.