BSI Bank
Industry: Private banking company
DescriptionBSI had been the oldest bank in the Swiss canton of Ticino until its integration into EFG Bank and the following renaming into EFG, which took place in 2017. Headquarters: Lugano, Switzerland CEO: Roberto Isolani (2010–) Assets under management: 84.3 billion CHF (2015) Founded: 1873, Lugano, Switzerland Parent organization: EFG International Subsidiaries: Oudart SA, Finmo S.A., BSI Art Collection S.A.,
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BSI Bank Employees
GBS Finance SA November 2014 - May 2015
BSI Bank June 2013 - August 2013
Sotheby's International Realty May 2008 - August 2012
AREA Property Partners LP June 2011 - August 2011
Skills
Microsoft Office, Bloomberg, Citrix Systems (MDA), RealPlus Real Estate, Adobe Acrobat Software, PowerPoint, Sales, Customer Service, SAS programming, Social Networking
Education
NYU School of Professional Studies 2015 — 2016
Certificate in Investment Banking
International Academy of Computer Training 2015 — 2015
Certified Excel Professional
Franklin University Switzerland 2010 — 2014
Bachelor's Degree, Major in International Economics and International Banking & Finance; Minor in Art History
The Beacon School 2006 — 2010
High School
EcoSweep. September 2013 - Present
BSI Bank March 2013 - July 2013
BSI Asset Managers SAM January 2013 - February 2013
AXA Private Equity September 2012 - December 2012
Skills
Valuation, Portfolio Management, Investments, Investment Strategies, Equities, Financial Advisory, Analysis, Marketing Strategy, Corporate Finance, Management, Equity, Economics
Education
ESADE Business & Law School 2011 — 2012
Master of Science (MSc), Finance
National University of Singapore 2012 — 2012
Doing Business in Asia
Università Commerciale 'Luigi Bocconi' 2008 — 2011
Bachelor's Degree, Business Administration and Management, General
BB&T November 2010 - Present
BB&T - International Services Division 2009 - October 2010
RZB 1997 - 1999
Standard Chartered Bank 1995 - 1996
Fortis MeesPierson 1992 - 1995
BSI Bank 1990 - 1992
BNP Paribas 1988 - 1990
Skills
Trade Finance, Commodity, Structured Finance, Emerging Markets, Financial Structuring, Financial Markets, Credit Risk, Structured Products, Credit Analysis, Banking, Loan Origination, Credit, Financial Institutions, Commercial Banking, Derivatives, Retail Banking, Finance, Portfolio Management, Treasury Management, Relationship Management, Risk Management, Treasury, Cash Management, FX Options, Syndications, Financial Services, Payments, Loans, Financial Risk, Private Banking, Collateral Management
Education
Fordham Gabelli School of Business 1990 — 1995
MBA, Finance: concentration in commercial banking
LIU Post
BA, French
Ecole supérieure de Commerce de Rouen 1984 — 1985
Business
Primavera Capital June 2015 - August 2015
BSI Bank August 2014 - December 2014
CDH Investments July 2014 - August 2014
Bank of China June 2014 - July 2014
Shenyin & Wanguo Securities Co. Ltd. May 2014 - June 2014
China Universal Asset Management December 2013 - January 2014
PwC July 2012 - August 2012
怡安翰威特 December 2011 - January 2012
Shanghai Film Group Corporation September 1999 - September 2003
Skills
Bloomberg, Mandarin, Chinese, PowerPoint, Microsoft Excel, Statistics, Economics, Financial Modeling, Start-ups, Financial Analysis, Corporate Finance, R, Valuation, Data Analysis, Private Equity, 金融建模, Microsoft PowerPoint, 经济学, 普通话
Education
Harvard University 2011 — 2016
Bachelor of Arts (B.A.), History of Art and Architecture
Shanghai Foreign Language School 2004 — 2011
BSI Bank June 2015 - July 2015
Morgan Stanley June 2014 - July 2014
Education
University of Rochester - Simon Business School 2015 — 2016
Master of Science (MS), Finance
The University of Hong Kong 2012 — 2015
Bachelor's degree, Economics and Finance
Boston College
Academic Exchange, Economics and Finance
Cedar Management Consulting International LLC June 2015 - Present
BSI Bank June 2014 - July 2014
CNBC TV18 June 2013 - July 2013
Skills
C++, Java, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, English, Financial Analysis, Social Media, Public Speaking, Data Analysis, Stata, Statistics
Education
Tufts University 2012 — 2016
Bachelor of Arts (BA), Economics
The International School Bangalore 2010 — 2012
International Baccalaureate Diploma, 39/45
Singapore International School Mumbai 2007 — 2010
International General Certificate of Secondary Education (IGCSE), 6A*
BSI Bank July 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Management, Leadership
Education
Kansas State University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing majors. Economics and Entrepreneurship Minors
San Ignacio de Loyola School 1998 — 2012
Business, 4.7 out of 5 GPA
BSI Bank August 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Ricerca, Analysis, Corporate Finance, Data Analysis, Economics, English, Finance, Financial Analysis, Financial Modeling, Leadership, Research, Teamwork
Education
Brandeis International Business School 2014 — 2015
Master of Science in Finance, Finance
Università Cattolica del Sacro Cuore 2009 — 2013
Bachelor's degree, Finance
Sumitomo Mitsui Trust Bank January 2014 - Present
Sumitomo Mitsui Trust Bank Limited July 2012 - Present
Sumitomo Mitsui Trust Bank Limited January 1996 - Present
Bank of East Asia October 1993 - January 1996
BSI Bank 1976 - 1993
Education
Bishop Mc Donnell
City University of New York-Brooklyn College
World Bank Group LecturerGoerg August University GoettingenJanuary 2004 - January 2005
BSI Bank March 2000 - January 2001
Skills
Microsoft Office, Management, Microsoft Excel, Research, Microsoft Word, Sales, Leadership, PowerPoint, Training, English
Education
UCL 2001 — 2002
Master, Economics
Ludwig-Maximilians Universität München
Doctor of Philosophy (Ph.D.), Development Economics and International Development
The University of Göttingen
Doctor of Philosophy (Ph.D.), Development Economics and International Development
University of Cambridge
Doctor of Philosophy (Ph.D.), Development Economics and International Development, Marie Curie visiting student