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 six 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. 

Course 2 on Requesting Financing from Banks (FREE course):

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 including the problematic of carbon markets and carbon offsets. The topic evolves permanently, so updates will therefore be periodically provided.

Course 4 on ESG Strategy for Businesses:

In this course I give a perspective on what is Environmental and Social Governance and what it means for Businesses. The topic is still relatively new, and also controversial, as it tackles the problematic of new risks that evolved, with emphasis on Climate Change and Social wellbeing. While many are skeptical about the value of an ESG strategy for Businesses, Investors and Creditors are increasingly making their decisions based also on ESG variables  - paving way for additional regulation and mandatory disclosures of information. Businesses must prepare for this still developing topic, by analyzing their ESG risks and factors where impacts can have an effect on the outside world or in the companies themselves. The urge for modernizing Governance within Businesses in light of ESG brings new challenges but also new opportunities worth analysing.

Course 5: Navigating Corporate Banking: Essentials and Insights

This course is a masterclass in Corporate Banking, giving all essential insights into the skills and knowledge needed to work at a Corporate Bank. The course explains how Corporate Banks work in the economy and their importance in developing the society and communities they serve.

During the course I go trough in detail about the three main departments in a Corporate Bank - Corporate Clients, Corporate Lending and Risk Management. Students will be able to understand what is done inside the Bank in each of these departments and how it all is interconnected.

After taking the course, students will be able to better prepare for job interviews at a Bank, or perform better at their banking jobs if they already have one.

I aim to inspire young professionals to become the responsible bankers we so need in the Financial Industry, by passing no my knowledge of over 25 years as a Corporate Banker active in the three departments, and also as a Senior Manager hiring talent for the bank over the years.

Course 6. How Artificial Intelligence is Changing the Financial Sector

This course provides an overview of AI adoption within the financial industry. Te course focus not only in the way AI adoption is changing the way financial institutions interact with clients, change products and services and generate new revenue streams, but also how internally the AI adoption comes with immense strategic and operational changes. Throughout the course I try to explain what changes are coming across the several departments and areas of the financial companies, what opportunities are creates, and the challenges and risks the sector faces with the AI adoption. Particularly, I emphasize the need for a new set of cross-collaboration strategy, that implies new skills and mindset shift. The course is a must for anyone in the financial sector that wants to play a role in this tremendous transformation, and needs to understand the various variables involved, partnerships created, and the relevance across institutions of the new data intelligence-driven decision making.