Ivan Peotta

FinecoBank

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Ivan Peotta

Personal Financial Advisor

Ivan Peotta is a seasoned Personal Financial Advisor at FinecoBank, with a tenure beginning in March 2015. Prior experience includes a role as a Personal Banking Advisor at UniCredit from January 2004 to March 2015, where responsibilities involved managing and developing the Upper Affluent clientele and coordinating commercial services while assessing risks. Ivan Peotta has extensive expertise in client development and management, with a strong focus on savings management and investment strategies, supported by a background in financial services education, including registration in the Albo dei Promotori Finanziari in 2012 and a degree in Statistical and Economic Sciences obtained in Padova from 1994 to 2000.

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