I am a banker who enjoys playing golf in my free time. In addition to golf, I also love painting landscapes and hiking in the mountains during weekends.
- Mail: chloe.dias@theshard.com
- Address: The Shard, 32 London Bridge Street, London, UK
- Phone: +44 (0)20 1234 5678
- Name: Chloe Dias
- LinkedIn: linkedin.com/in/chloedias
1. As a Senior Loan Officer at Golden Horizon Bank, I managed a portfolio of high-net-worth clients from 2010 to 2015, specializing in mortgage and commercial lending.
2. Starting my career as a Financial Analyst at Silver Oak Investments in 2008, I conducted market research and financial modeling for various investment opportunities until 2010.
3. From 2016 to 2020, I served as the Branch Manager at Blue Sky Banking, overseeing daily operations and leading a team of relationship managers to achieve branch targets.
4. Joining Evergreen Finance as a Wealth Management Advisor in 2021, I provide personalized financial planning services to clients based on their individual goals and risk tolerance levels.
- Proficient in financial analysis and risk assessment, with a track record of successfully managing high-value portfolios and ensuring compliance with regulatory requirements.
- Skilled in building strong client relationships through effective communication and personalized financial solutions tailored to individual needs.
- Experienced in driving revenue growth by identifying opportunities for cross-selling and upselling banking products and services.
- Published "Risk Management Strategies in Banking" in Journal of Finance, 2007
- Co-authored "Impact of Financial Regulations on Bank Performance" in International Journal of Economics, 2008
- Presented paper on "Technological Innovations in Retail Banking" at Banking Conference, 2009
- Contributed to "Comparative Analysis of Banking Systems" in Journal of Business Studies, 2010
- Received Best Paper Award for "Sustainable Banking Practices" at Academic Symposium, 2011
- Bachelor of Business Administration, Stockholm School of Economics, 2004
- Master of Finance, Lund University, 2006
- PhD in Economics, Uppsala University, 2007
- Published "Risk Management Strategies in Banking" in Journal of Finance, 2007
- Co-authored "Impact of Financial Regulations on Bank Performance" in International Journal of Economics, 2008
- Presented paper on "Technological Innovations in Retail Banking" at Banking Conference, 2009
- Contributed to "Comparative Analysis of Banking Systems" in Journal of Business Studies, 2010
- Received Best Paper Award for "Sustainable Banking Practices" at Academic Symposium, 2011
- Proficient in financial analysis and risk assessment, with a track record of successfully managing high-value portfolios and ensuring compliance with regulatory requirements.
- Skilled in building strong client relationships through effective communication and personalized financial solutions tailored to individual needs.
- Experienced in driving revenue growth by identifying opportunities for cross-selling and upselling banking products and services.
- Mail: chloe.dias@theshard.com
- Address: The Shard, 32 London Bridge Street, London, UK
- Phone: +44 (0)20 1234 5678
- Name: Chloe Dias
- LinkedIn: linkedin.com/in/chloedias
I am a banker who enjoys playing golf in my free time. In addition to golf, I also love painting landscapes and hiking in the mountains during weekends.
1. As a Senior Loan Officer at Golden Horizon Bank, I managed a portfolio of high-net-worth clients from 2010 to 2015, specializing in mortgage and commercial lending.
2. Starting my career as a Financial Analyst at Silver Oak Investments in 2008, I conducted market research and financial modeling for various investment opportunities until 2010.
3. From 2016 to 2020, I served as the Branch Manager at Blue Sky Banking, overseeing daily operations and leading a team of relationship managers to achieve branch targets.
4. Joining Evergreen Finance as a Wealth Management Advisor in 2021, I provide personalized financial planning services to clients based on their individual goals and risk tolerance levels.
- Bachelor of Business Administration, Stockholm School of Economics, 2004
- Master of Finance, Lund University, 2006
- PhD in Economics, Uppsala University, 2007