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Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
🔥33%
Startup Founder
💸33%
Marketing
✔️33%
IT
Geos
🇨🇦33%
Canada
🇷🇴33%
Romania
🇸🇰33%
Slovakia
Work Background
EXANTEBusiness Development Manager
Feb. 2022As a senior professional at EXANTE, I oversee business development and represent the company within the Slovak market. EXANTE offers clients direct access to a comprehensive array of financial markets, encompassing over 50 global markets and an extensive portfolio exceeding 400,000 financial instruments. Our esteemed clientele comprises professional traders, financial institutions, asset managers, and family offices. My role involves strategically positioning EXANTE within the Slovak market, fostering partnerships, and driving growth opportunities.
Sympatia GroupSales Manager & Project Management Specialist
Feb. 2020 - Feb. 2022At Sympatia Group, my responsibilities included managing relationships with existing clients and overseeing the newly established consulting division. I optimized asset management processes, handled contractual documentation, and facilitated client onboarding. I also played a key role in developing and implementing marketing strategies and managing client interactions for the Vajnorská 21 development project. Additionally, I was responsible for integrating IT solutions and CRM systems, automating processes, and overseeing various project management tasks to enhance operational efficiency and client satisfaction.
Peter Sedmák - investičný blog nielen o financiáchInvestment Advisor & Independent Consultant
Jan. 2018I specialize in assisting individuals and companies in building and growing assets over the long term through strategic investments in shares, ETF funds, bonds, and various complex financial instruments.
Wealth Effect ManagementSales Team Lead
Jan. 2016 - Feb. 2020In my role as Sales Team Lead, I assumed comprehensive responsibilities within the finance and investment sector, focusing on client acquisition, customer relationship management, and guiding the sales team.
I played a central role in developing and preparing sophisticated marketing and sales materials tailored to various investment products and portfolios. Additionally, I led employee training programs, managed investment questionnaires, client categorization, and oversaw contractual documentation. A pivotal aspect of my role involved optimizing operational processes to significantly enhance efficiency and effectiveness within the newly established asset management company. Furthermore, I spearheaded strategic marketing initiatives aimed at fortifying our market presence and driving substantial business growth.
Self-employedDigital Solution Freelancer: Automation, Web Development & AI Integration Specialist
Jan. 2015As a freelance specialist, I'm dedicated to leveraging modern technology to streamline operations and drive business growth. Proficient in no-code and low-code platforms, I specialize in process automation. Additionally, I create user-friendly websites and web apps using WordPress, integrating AI-driven solutions for enhanced performance. With a focus on modern marketing strategies, I excel in delivering dynamic digital experiences that propel client success.
Wealth Effect ManagementWealth Advisor
Jan. 2014 - Dec. 2016As a Wealth Advisor, my primary focus is on providing personalized, in-depth financial guidance to my clients. This role entails conducting thorough analyses of clients' financial situations, identifying their needs and objectives, and devising tailored investment strategies to meet those goals. Additionally, I maintain strong relationships with existing clients and engage in proactive communication with business partners to ensure comprehensive financial planning and advisory services.
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