Senior Advisor Investment & Banking
Yannis is an executive professional with over two decades of solid business, financial and operational experience in various core regulated investment and banking functions, with extensive exposure to institutional portfolio management, private client accounts management, trading of multi asset instruments, and trade finance. Through the provision of value-added services, he is a trusted advisor of selected international clientele of the highest caliber. Yannis serviced for six years several positions on Corporate & Financial management, ten years on Institutional Investment being Portfolio Manager and CEO at Aspis Invest Closed-end Fund and New Millennium Investments and 15 years of experience on Account Management having high-level positions in National Bank of Greece, National P&K Securities S.A. and Market Securities. Yannis has an MBA from the California State University, San Jose (SJSU), he is certified Trader by the Athens Derivatives Exchange, Portfolio Manager “C” by the Hellenic Capital Markets Committee and Bank of Greece and Insurance agent by Bank of Greece. He is professional user of various trading platforms like Ninja, CTS, Tradestation, Multicharts and other trading platforms like Bloomberg, Thomson Reuters, as well as Bank Trade and back office data systems. Furthermore, Yannis has attended multiple professional seminars and ongoing educational seminars/webinars. Yannis is fluent in English and Greek (native) and has a good command of French.