Figura professionale: First Consultant, SAP

Nome Cognome: A. P.Età: 34
Cellulare/Telefono: Riservato!E-mail: Riservato!
CV Allegato: Riservato!Categoria CV: Consulente Applicativo
Sede preferita: Milano

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Master Executive in Finanza at Istituto di Studi Bancari di Lucca (October 2017)
Master's Degree in Law at Università di Bologna (March 2011)

Scientific High School Degree at Liceo Scientifico 'F. Severi', Faenza (July 2005)
Personal Statement/My Profile
Training in Law with good level of expertise in Banking and Finance

Work Experience

UniCredit SpA
June 2013 – Present:
May 2018 – Present

Position: SAP Academy candidate
Description: SAP program for global insurance and finance.

September 2016 – Present
Position: First Consultant (Associate)
Description: at UniCredit First Investors Service, advising investment solutions according to client needs, managing a
medium investment portfolio (SME & Private); assessed risks, managed and developed client relationships.
January 2016 – August 2016

Position: Consultant – Loans (Staff)
Description: member of the territorial credit team; focussed on individuals loans.

September 2015 – August 2016
Position: Consultant – Bancassurance Specialist Support (Staff)
Description: involved, from early spring 2014, in the development phase of brand new insurance products within
Individuals Sales Mgmt Dept and in cooperation with Accenture insurance team; mapping activities using application
programs MEGA, SmartDraw and Visual Paradigm; taking part in the periodic roundtables in Milan and Rome, in the
framework of CreditRas Assicurazioni S.p.A., together with Allianz staff; testings and pilot phases, sales processes
assistance, product management, customer monitoring to improve retention and develop the business, problem solving.

May 2014 – November 2014
Position: Assistant – Back Office (Staff)
Description: succession procedures beginning, account closures and amortizations, tax/non tax certifications, claims
management and customer care, audits performing (especially AML operations with suspicious transactions and
attempted frauds reporting).

June 2013 – November 2014
Position: Branch Assistant – Banking Specialist (Staff)
Description: supporting activities to retail distribution branches.
Credito di Romagna SpA – Direzione Generale, Forlì

December 2012 – June 2013
Position: Client Operations Service Assistant
Description: 6 months at a dynamic and young bank, working in operations service at the main branch (cash
management and alternatives) with related in-depth training (anti-money laundering and audits performing). A few
weeks spent at an in-development branch.
Allianz Bank Financial Advisors SpA – Sede Legale, Direzione Attività Bancarie, Milano

March 2012 – December 2012
Position: Credit Department Support – Contracts
Description: at Allianz Bank headquarter, Milan, Credit OU, supporting Financial Advisors and corporate clients,
building work relationship with them. Main activities: contract formation, managing contract issues, preparing broad
categories of documents including bank guarantees, deeds of pledge and confirms, appendices, summary documents
and offering memorandums.
Allianz REI No 1 Srl – Milano

January 2012 – March 2012
Position: Organization Staff Intern
Description: in another division of Allianz Group, Allianz REI No 1 (Westdeutsche Landesbank Italia incoming): just
reorganization of Milan branch due to renovation, under the supervision of the Transition Manager.
UniCredit SpA – Ravenna Area
June 2011 – December 2011
Position: Customer Service Intern (Summer Staff)
Description: first step into Banking: supporting activities to retail distribution branches and focus on rural credit.
Studio Legale Drei – Faenza (RA)
October 2010 – June 2011
Position: Internship
Description: shortly before graduating, I spent some months at a brilliant law firm specialized in SME trends, contract
and consumer law, giving legal advice to clients and drawing up formal documents. This partnership continued also
after graduating.
Co.Re.Com. – Comitato Regionale per le Comunicazioni dell'Emilia Romagna – Bologna

November 2010 – January 2011
Position: Seconded
Description: extrajudicial consultant.
Unione Nazionale Consumatori – Faenza (RA)

November 2010 – May 2011
Position: Member
Description: legal assistance and problem solving; legal writing; relations, contacts and communication; archive
Ceroni ADC – London (UK)
July 2007
Position: Assistant
Description: assistance in trading practices and expeditions.
REMP SpA – Fognano di Brisighella (RA)

Summer 2006
Position: Internship
Description: general ledger, secretary, inventory, warehouse, client management.
Foreign Languages Qualifications
EF Executive Language Institute – Intensive English learning for Business and Finance

May 2016
First Certificate Examination in English (Level: B)
October 2003 – June 2004
Trinity Examination – Cambridge University (Level: 8/10)

July 2002 – July 2003 – July 2004
Professional Qualifications

March 2015 – December 2015
Position: Risk Management Internal Program Candidate (Risk Academy Diploma Path)
Description: the Risk Diploma Path is a UniCredit qualification program recognized by SDA BOCCONI School of
Management, Milan (Italy), as the formal outcome of a certification process created for Risk Academy. Its objective is
to enhance risk skills knowledge base of UniCredit professionals.
It includes advanced master classes designed to build upon existing knowledge by exploring concepts in advanced risk
Insurance Contracts Legal Regulation – Banking and Assurance Diploma, UniCredit SpA feat. SDA Bocconi School of
Management, 2014
Anti-Money Laundering, Banca d'Italia Workshop, 2013
La mediazione, Consumer Law, 2011
Volunteer, Servizio Civile Nazionale, July 2009 – July 2010

– Banking
– Credit lending
– Banking contracts
– Fin. Contracts
– Auditing features
– Banking compliance
– Legal writing
– Problem solving
– Extrajudicial consultancy
– Debt collection procedures
– Law
– Civil law
– Economic Law
– Banking and financial institutions accounting
– Legal risk
– Risk management
– Consumer law
– Negotiation
– Anti-money laundering
– Insurance

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