Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Filippo Zapparoli

Filippo Zapparoli

Revere

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

9
9
years of professional experience

Work History

Family Welfare Specialist

Unipolsai
09.2022 - Current
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Created and implemented strategic trading approaches.
  • Networked to identify potential new clients and expand geographic territories.
  • Discussed financial options with clients and provided informed suggestions.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Prepared detailed financial reports to monitor and assess portfolio performance.
  • Managed client financial portfolios to minimise risk and optimize returns.
  • Developed and implemented risk management strategies to minimize financial losses.
  • Conducted market research and analysis to identify investment opportunities.
  • Monitored changes in financial markets and kept clients informed of latest developments.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Consulente finanziario autonomo

Io Investo SCF S.r.l.
06.2021 - 06.2022
  • Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
  • Participated in continuous professional development opportunities to keep abreast of regulatory changes impacting the financial services industry.
  • Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.
  • Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
  • Analyzed economic indicators to develop informed forecasts on market changes, advising clients accordingly for strategic decision-making purposes.
  • Developed targeted marketing campaigns to attract new clients, resulting in increased revenue and business growth.
  • Assisted with the preparation of financial reports for clients, providing clear explanations regarding their investment performance and overall portfolio health.
  • Managed client relationships, ensuring satisfaction through regular communication and proactive problemsolving.
  • Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
  • Provided support during times of market volatility by offering objective guidance grounded in long-term financial goals rather than short-term fluctuations.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Monitored changes in financial markets and kept clients informed of latest developments.
  • Developed and implemented financial strategies to maximize returns on investments.
  • Conducted market research and analysis to identify investment opportunities.
  • Prepared detailed financial reports to monitor and assess portfolio performance.
  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Created and implemented strategic trading approaches.
  • Networked to identify potential new clients and expand geographic territories.
  • Discussed financial options with clients and provided informed suggestions.

Impiegato amministrativo/commerciale

Padana montaggi e costruzioni S.R.L.
12.2017 - 04.2021
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Performed research to collect and record industry data.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

Impiegato amministrativo/ commerciale

LM montaggi e costruzioni S.R.L.
04.2016 - 11.2017
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed department budgets and generated financial reports for management review.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
  • Drafted correspondence and other documents for CEO and department heads in company's voice.
  • Operated multi-line telephone to answer, screen and route calls and relay messages.
  • Provided comprehensive support for executive-level staff, including travel arrangements and document preparation.
  • Reduced operational costs through diligent budget management, vendor negotiations, and cost analysis.

Internship Program Director

Dinamica Generale S.p.a.
03.2015 - 12.2015
  • Mentored individual interns as they navigated their personal career paths, offering guidance on goal-setting and decision-making processes.
  • Secured additional funding sources through grant writing efforts, allowing for expansion of available internship opportunities.
  • Designed innovative assessment tools to evaluate intern performance and provide valuable feedback for improvement.
  • Established a robust alumni network, fostering ongoing connections between past participants and current interns.
  • Monitored and assessed results of postsecondary programs and services to identify and capitalize on potential improvements.
  • Improved policies and procedures to maximize student safety and campus security.
  • Assisted in development and implementation of faculty development plans.
  • Cultivated engaged student population with successful orientation programs.

Education

Master - Financial Planning

Io Investo
04.2021

Master of Business - Economia e legislazione d'impresa

Università Degli Studi Di Verona
04.2020

Bachelor's - Economy

Università Degli Studi Di Verona
11.2017

High School Diploma -

Istituto Galileo Galilei
Ostiglia, Italy
07.2013

Skills

  • Wealth Management
  • Insurance Planning
  • Portfolio Management
  • Professional Networking
  • Asset Allocation
  • Financial Planning
  • Investment strategies

Languages

Inglese
Intermedio avanzato
B2
Italiano
Bilingual or Proficient (C2)

Timeline

Family Welfare Specialist

Unipolsai
09.2022 - Current

Consulente finanziario autonomo

Io Investo SCF S.r.l.
06.2021 - 06.2022

Impiegato amministrativo/commerciale

Padana montaggi e costruzioni S.R.L.
12.2017 - 04.2021

Impiegato amministrativo/ commerciale

LM montaggi e costruzioni S.R.L.
04.2016 - 11.2017

Internship Program Director

Dinamica Generale S.p.a.
03.2015 - 12.2015

Master - Financial Planning

Io Investo

Master of Business - Economia e legislazione d'impresa

Università Degli Studi Di Verona

Bachelor's - Economy

Università Degli Studi Di Verona

High School Diploma -

Istituto Galileo Galilei

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Filippo Zapparoli