Sergio Madeo

Angestellt, Investment Products Specialist, UniCredit S.p.A.

Milan, Italien

Fähigkeiten und Kenntnisse

Investment
Investment banking
Investment management
Financial Markets
Trading
Sales
Fixed Income
Derivatives
Financial Advisor
UHNWI
Private Banking
Institutional Investors
Research
IPO
Italian Language
Cross-Selling
multi asset
Bloomberg
Reuters
Equity Research
Equity derivative
Equity Sales
Asset Management
Funds
Ucits
Sif
Aif
Structured Products
Morningstar

Werdegang

Berufserfahrung von Sergio Madeo

  • Bis heute 2 Jahre und 5 Monate, seit Jan. 2022

    Investment Products Specialist

    UniCredit S.p.A.

    Investment product specialist within Group Investment and Protection Products, in charge of centralised coordination and development of products and investment solution for Private Banking & Wealth Management, Retail, Corporate, UHNWI. Liaising with firm's investment committee and structuring desk to implement, in line with House View, investment strategy and allocation with investment products, including bonds, house and partner's mutual funds, certificates and structured products.

  • Bis heute 3 Jahre und 7 Monate, seit Nov. 2020

    Fund Selection & Investment Solutions

    Cordusio Wealth Management

    Investment specialist, Investment Solution Team of UniCredit's Wealth Management division. Investment advisor featuring cross-asset approach in charge of product development to provide bespoke investment solution to sophisticated UNHWI Clients. Entry point for Relationship Managers and Bankers to address client needs. Fund Selector in direct contact with external asset managers to manage internal customized fund offer, deeply exposed to mutual fund, liquid alternative investment fund, etfs.

  • 7 Jahre und 7 Monate, Apr. 2013 - Okt. 2020

    Sales - Investment Specialist

    UniCredit Bank AG

    Sales, multi-asset investment specialist dedicated to Portfolio Managers, Fund Selectors and Product Development of UniCredit Wealth Management division. Building on UniCredit C.I.B.’s expertise and provide institutional-like services to increase synergies within the Bank to foster bespoke investment solutions in traditional and alternative asset classes and structured products for UHNWI clients.

  • 2 Jahre und 7 Monate, Sep. 2010 - März 2013

    Derivative Sales

    UniCredit Bank AG, Milan

    Derivatives Sales, providing internal and external clients with up to date research reports, investment ideas, strategies and execution

  • 1 Jahr, Sep. 2009 - Aug. 2010

    Risk Manager

    UniCredit S.p.A.

    Risk Management officer focusing Private and Retail investor products.

  • 3 Jahre und 1 Monat, Okt. 2006 - Okt. 2009

    Institutional Equity Sales

    UniCredit CIB

    Institutional Equity Sales in charge of coverage of German and Scandinavian Investors, providing whole Institutional equity investment services. Management and organization of Companies' roadshow; IPO; marketing Research and investment themes, managing investment meeting along with Company and Research access, execution and trading. Building on research product to provide investment advice, address suggested stock picks and investment opportunities.

  • 8 Jahre, Nov. 1998 - Okt. 2006

    Equity Sales

    UniCredit Banca Mobiliare

    Equity Sales Trader providing internal and external clients with tailored advice, investment reports and ideas, execution.

  • 8 Jahre, Nov. 1990 - Okt. 1998

    Fixed Income Sales

    UniCredit S.p.A.

    Fixed Income Sales providing domestic clients with House research, investment advice, bespoke investment solution and execution.

Ausbildung von Sergio Madeo

  • 4 Jahre und 11 Monate, Sep. 1983 - Juli 1988

    High School Diploma “Periti aziendali e corrispondenti in lingue estere”

    Istituto d'Istruzione Superiore "Fabio Besta" Milan, Italy.

    “Periti aziendali e corrispondenti in lingue estere”

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Gut

  • Italienisch

    Muttersprache

Interessen

Reading
Sports
Finanzen
Financial Markets
Travel
Familie
Asset Management
Investment management
Investment Banking
Private Banking

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