Over 25 years of experience in International Corporate Banking in Lisbon, Bratislava, Moscow, and Vienna. Started as a credit analyst, later a Relationship Manager, then managed the Clients and Lending Products Department, and served as member of the Management Board. In the job, I was daily involved with all departments of the Bank, and with top Corporate Clients from many different industries. Later I joined Operational Risk Management which allowed me to have a deeper view into Risk, Compliance and Control functions within the Bank from a back-office angle.
Recently, I moved on to establish my own company, an online business origination platform that helps entrepreneurs find financing, which is a startup still in development.
I managed, trained and mentored many banking colleagues in several locations, and was also a guest speaker for the MBA students at Vienna University. I have now two courses at Udemy and my goal is to pass on the knowledge, experience, and also the passion for Corporate Banking acquired through the years to a wider audience.
Course 1 on Relationship Management:
Young bankers, graduate students or anyone aspiring to become a Corporate Banking Relationship Manager will follow me inside the Corporate Bank, get acquainted with terminology and main concepts, follow the day-to-day life of Corporate Bankers and go through client examples. Learn what it takes to manage and maintain profitable Corporate Client Relationships, starting from client acquisition, through approval of deals and finally the negotiation of agreements and transactions.
Watch a few videos on youtube taken out of a short interview with me regarding this course and its contents.
Course 2 on Requesting Financing from Banks:
Entrepreneurs and business owners in need of bank financing and support in preparing their loan requests, will go through the course to understand how the request for financing should look like. They will learn what is important for the Banks to know about the business, and what drives their decision for approving or declining loans. With this knowledge and the right preparation for a discussion with bankers, the probability of having their loan approved will be largely increased.
Course 3 on Sustainability in Banking:
A course about a pertinent topic in the Financial Industry that will stay relevant for years to come. Sustainability is changing the way Financial Institutions operate, and is bringing dramatic challenges due to new risks deriving from climate change, the goals of the Paris Agreement and the importance of social responsibility. We touch upon why Banks and Asset Managers need to de-carbonize their portfolios, how can banks stop financing fossil fuels without disrupting the stakeholders involved, and we speak about the many new Sustainable financial products that are surging and in great demand by Investors. A topic that evolves nearly on a weekly basis, updates will therefore be periodically provided.