Roberto Soglia
Angestellt, Leiter Marketing und Verkauf, SOBACO Solutions AG
Abschluss: dipl. Betriebsökonom, Kaufmännisches Lehrinstitut Zürich
Schlieren, Schweiz
Werdegang
Berufserfahrung von Roberto Soglia
Bis heute 7 Jahre und 2 Monate, seit Apr. 2017
Leiter Marketing und Verkauf
SOBACO Solutions AG
Bis heute 18 Jahre und 10 Monate, seit Aug. 2005
Gründer und ext. Consultant
Nobel Lifestyle AG
Gründer -- Berater für Geschäftsstrategie, Organisation und Personal
1 Jahr und 4 Monate, Nov. 2014 - Feb. 2016
Head: Portfolio Management and RM Institutionals
Novium AG (Investment Solutions)
Fund-Management - Risk-Management - GwG(Compliance) - RM for institutional clients
1 Jahr und 5 Monate, März 2013 - Juli 2014
COO (Head of Operations)
Elpis E. AG
Head of operations (COO) with 13 employees and responsible for: Risk Management, Portfolio Management, Sales Department, Dealing Room, Money Management, Human Resources, Administration, GwG (Money Laundering Law), Advise for Russian, German and Greek clients. Gesellschaft aufgelöst
4 Jahre und 10 Monate, Mai 2008 - Feb. 2013
CEO
Makai AG
Fund Manager - investment consultant for classic Asset Management - discretionary- and algorithmic trading - business consulting (Risk and Compliance) - advise for Swiss, German and Italian clients.
3 Jahre und 10 Monate, Juli 2004 - Apr. 2008
Niederlassungsleiter
Banca Popolare di Sondrio (Suisse AG), Zürich
Branch Manager Focus on Private Banking - organisation and development of Zürich branch - responsible for operative leadership(universal bank) - realisation of strategy and set goals - monitor and maintain control of law and intern rules - responsible for GwG Money Laundering Law and internal training for staff - client retention at private banking - financial planning – trusts and off shore companies - HNWI – private banking, commerce and real estate
8 Monate, Nov. 2003 - Juni 2004
Head of Sales Interbanks
Swiss Group of Raiffeisenbanken, St.Gallen
Vice President, Head of Sales Interbanks, department Zentralbank in Zürich Organisation and development of the sales interbanks department – internal GwG training – promote personal, skill and organisation – leadership of department – promote further career for sales volume and profit – serve bank with focus on Europe market – sales on products – pricing and risk management – realisation of Zurich strategies – project management
11 Jahre und 4 Monate, Juli 1992 - Okt. 2003
stv.Leiter Handel/Sales und aktive Kundschaft
DZ Privatbank (Schweiz AG)
Vice President, senior-asset manager (deputy / Leader of resort private banking international “swiss pro with following duties: Serve institutional and private clients (HNWI) – prepare relevant market information and realization in advise service – develop asset strategy – leadership of Swiss Pro clients service and execution desk – member of committee for strategic investments ( and much more)
9 Jahre und 3 Monate, Apr. 1983 - Juni 1992
Equity Trader
Schweizerische Volksbank AG
December 1989 to June 1992 • Proprietary trader of bank at “Swiss Stock Exchange” Warrants and Equity April 1986 to November 1989 • Junior Asset-Advisor – serve clients up to chf 250’000.— April 1983 to April 1986 • Apprentice
Ausbildung von Roberto Soglia
4 Jahre und 1 Monat, Jan. 1990 - Jan. 1994
Betriebswirtschaftslehre
Kaufmännisches Lehrinstitut Zürich
Betriebswirt
Sprachen
Deutsch
Muttersprache
Italienisch
Muttersprache
Englisch
Gut
Französisch
Gut