Mika Uusi-Pantti
Tervakoski
Summary
Accomplished Senior Private Banker and former Chief Dealer at Pohjola Bank, adept in wealth and relationship management. Proven track record in optimizing client portfolios and fostering meaningful relationships. Expert in insurance planning with a strong focus on achieving client financial goals. Professional Forex trading expert with track record of delivering consistent results through strategic market analysis. Strong team collaboration and flexibility in dynamic trading environments. Skillful in risk management and technical analysis, ensuring reliable performance.
Overview
27
27
years of professional experience
Work History
Senior Private Banker
Alexandria Group Oyj
10.2020 - Current
- Developed new business opportunities by networking with high-net-worth individuals and referral sources.
- Optimized portfolio performance by regularly monitoring investment allocations and recommending adjustments as needed.
- Increased assets under management through proactive client outreach and portfolio reviews.
Private Banker
Alexandria Group Oyj
01.2015 - 10.2020
Wealth management
Chief Dealer Foreign Exchange and Money Markets
Pohjola Bank
01.2001 - 01.2013
- Managed risk exposure for optimal returns, implementing disciplined stop-loss orders and position sizing techniques.
- Improved trading strategies by conducting thorough market analysis and monitoring trends.
Manager FX-Spot, FX-Options, FX-Sales
Pohjola Bank
01.1998 - 12.2000
- Managed a diverse portfolio of options contracts, ensuring optimal asset allocation and risk mitigation.
- Developed profitable trading strategies by conducting thorough market analysis and identifying trends.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Education
BBA - Data Processing
Commercial School
Riihimäki, Finland05.1990
Skills
- Wealth Management
- Relationship Management
- Trading strategies
- Order Management
- Technical Analysis
- Foreign Exchange Trading
- Team Leadership
- Relationship Building
Timeline
Senior Private Banker
Alexandria Group Oyj
10.2020 - Current
Private Banker
Alexandria Group Oyj
01.2015 - 10.2020
Chief Dealer Foreign Exchange and Money Markets
Pohjola Bank
01.2001 - 01.2013
Manager FX-Spot, FX-Options, FX-Sales
Pohjola Bank
01.1998 - 12.2000
BBA - Data Processing
Commercial School
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