Experience

  • CEO

    at self-employed

    October 2017 - at Present

    Wien

    Investment & Corporate Finance Advisor I Business angel  Identifies investment opportunities & unites them with long-term capital partners  Capital introduction: Provides fund and direct investment placement  Advisory services: strategic advice, identification of proprietary investment opportunities and customized investment solutions

  • Senior Investment Advisor

    at Generali Assicurazioni, Milan, Italy

    October 2014 - September 2017

    Lombardia

     Senior manager for Investment Management along the entire value chain - including asset-liability management / SAA, Implementation (incl. TAA) and planning, controlling & reporting  Key highlights: - Set up investment governance for country investment decisions - Led onboarding of assets of regional insurance companies, and implemented new standard investment management agreements and governance - Spearheaded strategic investment management initiatives focused on optimizing ALM positions and enhancing portfolio returns - Established new structures for Alternative Investments to induct risk diversification, boost yield and meet regulatory and tax requirements - Structured transactions, set up and launched funds

  • Portfolio Officer

    at Generali Investments Europe, Milan, Italy

    September 2013 - September 2014

    Lombardia

     Deputy for Group Chief Investment Officer; monitored the entire asset base and country units of the group in the CEE region; devised strategies for growth in 10 CEE countries, with EUR 15 +billion AuM  Focus on risk management in connection with: - portfolio implementation; governance issues; and processes - compliance and regulatory issues, etc.

  • Head of corporate finance

    at Generali Holding Vienna AG, Vienna, Austria

    May 2004 - September 2013

    Wien

     In charge of M&A, analysis of new business opportunities, supervision and lead of individual strategic projects of Generali Group Austria  Key highlights: - Established a new operative division for management of controlled participations of Generali Group Austria - Led strategy projects including implementation and operations - Led transactions, negotiations and post-acquisition integration - Managed group-wide strategic projects, such as development of new risk management framework

  • Manager Corporate Finance and Recovery

    at PricewaterhouseCoopers, Vienna, Austria

    May 2000 - April 2004

    Wien

     Performed complex valuation assignments for a large variety of individual projects, including M&A transactions, regulatory reporting, fairness opinions  Executed M&A transactions. Analyzed capital requirements and drafted offering documentation for capital raisings  Performed due diligence on underwriting clients and acquisition targets

Education

  •  Charted Financial Analyst

    at CFA Institute

    2004 - 2006 (2 years)

  •  Master of Social and Economic Sciences

    at University of Economics and Business Administration, Vienna

    1992 - 1999 (7 years) Wien

Knowledge and keywords

Languages

  • German Native

  • English Negotiation

  • Russian Conversation

  • Bulgarian Native

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