About Roman
German
Native or bilingual
English
Fluent
Croatian
Conversational
Experience
- Sparkasse OberhessenFinancial AdvisorNovember 2024 - April 2025 (5 months)• Reactivation and development of unused customer potential through individual needs analyses.• Advice and cross-selling on financial solutions: insurance, loans, savings, and investment products.• Use of storytelling methods to identify customer needs and sales opportunities.
- Torendo Capital Partners GmbHCo-founder & Managing DirectorJuly 2017 - October 2024 (7 years and 3 months)• Setup and management of the fund "Deutsche Aktien System" including development of proprietary trading models ("MapTrend", "Confirmed HiLo").• Responsibility for fund management, liquidity control, and regulatory compliance.• Strategic customer acquisition and presentation at webinars, events, in trade media, and via digital platforms.• Operational management: accounting, budget planning, annual financial statements, IT infrastructure.
- TASS Wertpapierhandelsbank GmbHSales ManagerMarch 2012 - March 2013 (1 year)• Advising institutional clients on the commodity equity fund and independent execution of trading transactions.• Conducting market analyses in the mining sector and managing physical precious metal transactions.
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Education
- Apprenticeship as a BankerRheinhyp AG1995Ausbildung Bankkaufmann