Support senior management to develop and maintain relationships with qualifying clients (500 k euro annual income or net-worth of 2 M euro).
Structure and analyse tailor-made investment opportunities (10+ meeting with prospects per month).
Implement asset diversification strategies and wealth management services.
Direct management of advisory portfolio (minimum Aum 500 k).
Assist the Wealth Advisory team to provide financial planning and tax advice to UHNWI.
Launch of Klab, a wealth management service targeting young investors (minimum ticket 100 k, 20 M raised in 2.5 y).
PhD Cognitive, Social and Affective Neuroscience
IRCCS Foundation Santa Lucia
09.2019 - 06.2020
Research on neurocognitive process related to financial decision-making, risk-taking and interoception.
Use of virtual reality, functional neuroimaging, physical and behavioural measures.
Research Fellow at CNPL
Vita-Salute San Raffaele University
09.2018 - 09.2019
Research based on emotional judgment and moral decision making in bilingual and multilingual subjects.
Use of functional neuroimaging, voxel-based morphometry, behavioral measures,
Neuropsychologist
IRCCS San Raffaele Hospital
09.2018 - 09.2019
Assessment and treatment of cognitive deficits in patients with focal brain damages.
Research Fellow at ATN-P Lab
Istituto Auxologico Italiano, Milan, Italy
10.2018 - 07.2019
Research base on social network analysis, risk perception and decision-making combining VR and physiological measurements.
Master Student Researcher at CNPL
Vita-Salute San Raffaele University, Milan, Italy
05.2017 - 09.2018
Functional neuroimaging study on the neural correlates of emotionality and moral judgment in bilingual people.
Neuropsychology Assistant
Casa di cura privata del Policlinico
05.2016 - 10.2016
Education
Master of Science - Psychology- Major in Cognitive Neuroscience
Vita-Salute San Raffaele University
Milan, Italy
09.2018
Bachelor of Science - Psychology
Vita-Salute San Raffaele University
Milan, Italy
09.2015
Skills
Operating systems: Windows (XP,8,10), MacOS
MS Office package: Full Command of Excel, Word Power Point
Data analysis: SPSS, R Programming: basic knowledge of Python and R
Bloomberg terminal: Full Command
Certification
Python course, July 2019 | University of Pavia
R course, June 2018 | University of Milan-Bicocca
IELTS preparation course, October 2015- April 2016| St Giles International School, London UK
TOEFL preparation course, June- August 2014 |Embassy English School, San Diego (CA)
Register A, Lombardy Order of Psychologists, February 2021.
Accomplishments
Invited speaker at the XXV AIP Congress, Experimental Section | Milan, Italy| September 2019
Invited speaker at Mind Care 2019-9th EAI International Conference on Pervasive Computing Paradigms for Mental Health Universidad de Belgrano, Buenos Aires, Argentina | April 2019
Invited speaker at the congress "The role of the basal ganglia in the interaction between language and other cognitive functions." Département d'Etudes Cognitives, Ecole normale supérieure, Paris France | October 2017
Languages
Italian
Bilingual or Proficient (C2)
English
Advanced (C1)
French
Upper intermediate (B2)
Timeline
Investment Analyst, Wealth Management
Kairos Partners SGR
06.2020 - Current
PhD Cognitive, Social and Affective Neuroscience
IRCCS Foundation Santa Lucia
09.2019 - 06.2020
Research Fellow at ATN-P Lab
Istituto Auxologico Italiano, Milan, Italy
10.2018 - 07.2019
Research Fellow at CNPL
Vita-Salute San Raffaele University
09.2018 - 09.2019
Neuropsychologist
IRCCS San Raffaele Hospital
09.2018 - 09.2019
Master Student Researcher at CNPL
Vita-Salute San Raffaele University, Milan, Italy
05.2017 - 09.2018
Neuropsychology Assistant
Casa di cura privata del Policlinico
05.2016 - 10.2016
Master of Science - Psychology- Major in Cognitive Neuroscience