Cristian de Santo
Financial Advisor @Scm Sim
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WORK HISTORY
Financial Advisor @Scm Sim
Sono consulente finanziario iscritto all\'albo OCF dal 2023 (Organismo di vigilanza e tenuta dell\'albo unico dei consulenti finanziari abilitati all\'offerta fuori sede). Da sempre appassionato dei mercati finanziari e della pianificazione personalizzata, aiuto i miei clienti a raggiungere i loro obiettivi finanziari con soluzioni su misura e un approccio trasparente.Mi occupo di: messa in sicurezza del patrimonio intangibile (Capitale Umano); messa in sicurezza del patrimonio tangibile (mobiliare\\immobiliare); predisposizione pilastro pensionistico integrativo; educazione finanziaria; pianificazione fiscale; analisi patrimoniale; passaggio generazionale; condivisione di strategie e comportamenti da mettere in atto nelle diverse fasi di mercato.
EDUCATION
Università Cattolica del Sacro Cuore
Laurea, Lettere Classiche
University of Leeds
Erasmus student
USI Università della Svizzera italiana
International Executive MBA, Business Administration, Management and Operations
University of Cambridge
Visiting Graduate Student, Classics and Classical Languages, Literatures, and Linguistics
Liceo Classico Pietro Colletta
Maturità Classica
SKILLS
ABOUT CRISTIAN DE SANTO
Providing external and specialized advisory services to, supporting them in defining, enhancing, and implementing growth strategies, as well as in addressing managerial, organizational, and strategic challenges• Assisting, and in the strategic management of their assets, by offering and services• Designing customized, both at corporate and individual levels, taking into account the client’s risk profile and available resources• Developing comprehensive, supporting businesses in defining objectives, managing resources, optimizing costs, securing funding, and mitigating financial risks• Advising companies in the evaluation of investment opportunities and in obtaining financing under the most advantageous conditions • They need to their financial and asset situation in a clear and strategic manner• They seek to both tangible and intagible capital, and plan their family and professional future with foresight• They aim to optimize and • They need to manage, family agreements, or complex corporate reorganizations• They are looking for a who can support them through a transparent, consultative, and results-oriented approach🧭 • Business management• Tax planning• Corporate finance (ordinary, subsidized, alternative)• Asset protection• Human capital protection• Pension planning• Investments• Generational transitions• ANDREW & SAX ADVISOR S.p.A.• SCM SIM S.p.A.• CORPORATE & GOVERNANCE S.r.l.• MILLENNIUM ADVISOR S.r.l.These collaborations enable me to integrate specialized expertise and provide my clients with a qualified network, ensuring and. I combine technical expertise with a consultative approach that places the of the process, supporting them through reflection and dialogue in order to address complex challenges effectively• Active listening• In-depth analysis• Strategic vision• Tangible results• Clarity• Authenticity and transparency
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