Christian Guggenheim

Board Member, Secretary @Cfa Society Sweden

Stockholm, SE
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2022 — Present

Board Member, Secretary @Cfa Society Sweden

Stockholm City, SE

EDUCATION

2019 — 2020

CAIA Association

CAIA charter holder

2001 — 2007

Linköping University

M.Sc. Industrial Engineering & Management, Tech.: Machine; Eco.: Finance/Marketing-Strategy

2014

CFA Institute

CFA Charter holder

SKILLS

Financial PlanningDerivativesInvestment ManagementInterest Rate DerivativesFinancial InstrumentsWealth ManagementPortfolio AnalysisBondsFund AnalysisPortfolio StructuringChartered Financial AnalystSalesCapital MarketsFinancial MarketsFixed Income

ABOUT CHRISTIAN GUGGENHEIM

PROFILE * Consultative Sales driven* Results oriented* Open and transparent* Team player * Relationship builder * Structured* Analytical * Investment Banking experience* CFA charter holder * CAIA charter holder* CFA UK ESG Charter holder* Constant learner CAREER GOAL To combine my passion for the financial markets with professional consultative sales and long term client relationship building, helping clients to achieve their financial goals. KEY ACHIEVEMENTS* Acquiring new institutional clients while servicing an existing client portfolio resulting in increased book of business for Morningstar Direct. Established relationships with key asset allocators, fund selectors and platform owners.(Morningstar)* Proactive and focused client sales and relationship building generating sales commissions and assets under management.(Cerberus)* Pitching to institutional clients, book building and pricing bonds, market updates, advising/servicing, internal information sharing and road shows resulting in greater awareness of the company´s capabilities and products, deeper relationships and higher market share.(Nordea)PERSONAL INTERESTSI enjoy sports like tennis and golf and recently took up Krav Maga. I am a fan of movies and series and like to relax in front of HBO Nordic and youtubing great rock music with high pitches. I am a keen acquirer of new skills through e.g. reading books and I regularly attend industry seminars and events.

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Christian Guggenheim — Board Member, Secretary at Cfa Society Sweden in Stockholm, SE | Unifers