Panos Dantis
Athens
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Motivated Investment Expert with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Conscientious Investment Expert with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Head of Portfolio Managenet and Analysis
AXON Securities SA
01.2023 - Current
- Head of Portfolio Management and Analysis. Wealth Management and Advisory, Analysis of Greek and International markets. Resolve tax issues and maximize portfolio returns .
- Self-motivated, with a strong sense of personal responsibility.
Member of the BoD
Directorate of Trusts and Public Asset Management
03.2019 - 09.2022
- Audit and Support of Portfolio and Fund Managements' Financial decisions of all non-profit organizations in Attica for 2.5 years
- Auditing and Compliance of Non- profit organizations of Attica Region to comply with State Financial legislation and current Articles and procedures.
- Trusts and Public Assets Management Audit Committee, Hellenic Republic, Board of Directors (2019-2022)
Senior Investment Analyst
Guardian Securities SA
10.2015 - 11.2017
- Reports and Analysis on US markets, Portfolio Management.
- Developed comprehensive financial models for evaluating potential investments, leading to increased returns.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Assisted clients in achieving long-term financial goals through personalized wealth management strategies.
Risk Management
Hellenic Pension Fund, Athens
05.2013 - 04.2015
- Design and Implement Methodology and Software for Hellenic Pension Fund.
- Observed patient safety, risk management, and infection control policies and procedures.
- Risk methodology approved by IMF and EU Expert Team .
- Maintained compliance with industry regulations and internal policies through diligent risk management practices.
Investment Analyst
Access America Fund LLC
01.2012 - 04.2013
- Investment Analyst on Greek Projects on Industrial Real Estate, M&As, Energy and Ports.
- Contributed to the development of innovative investment products catering to evolving client needs.
- Boosted investment returns by identifying undervalued assets through rigorous valuation analyses.
- Conducted detailed investment analysis, calculations and reports.
Head of Global Markets Desk
Sarros Securities SA, Athens
01.2010 - 12.2011
- Implementation, methodology, S/Ws, Operations' Control, management.
- Worked effectively in fast-paced environments.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
Financial Consultant
Gerson Lehram Group, NY - USA
01.2005 - 01.2008
- Consulting US funds for investment opportunities in Greece (PT)
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
Futures and Options Trader
Solidus Securities Sa, Athens
01.2003 - 01.2005
- Member of the Investment Committee
- Identified undervalued or overvalued options through rigorous analysis of historical price movements and future projections.
- Optimized returns by capitalizing on arbitrage opportunities in the options market while minimizing risk exposure.
- Reduced risk exposure for clients through diligent portfolio management and risk assessment.
- Built strong relationships with clients through transparent communication about trade decisions and outcomes.
- Managed extensive client portfolios, ensuring appropriate diversification across various sectors and asset classes.
Assistant Investment Analyst
Hellenic Investment Group - Investment Bank of Greece, Athens
01.2001 - 01.2003
- Assistant Investment Analyst on ASE Listed companies.
- Reports on Blue Chips financial statements.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
- Supported clients during challenging market conditions by offering sound advice backed up by rigorous due diligence processes.
Assistant Treasurer
MTH Holdings SA, Athens and Vaduz Lichtenstein
01.1994 - 01.1997
- Cash flows, Bank relations, Liquidity, Exchange rate risk.
- Planned and managed $[Amount] annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
- Oversaw accounts payable and receivable operations for [Type] business with $[Amount] in monthly expenses.
- Worked with [Number] executives to create annual budget and track actual expenses against projected expenses.
Teller
Citibank SA, Athens - Greece
01.1988 - 01.1990
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Education
DBA in Finance -
European University
Montreux, Swiss MBA -
University of Strathclyde
Scotland , UKMaster of Science - Finance
University of Leicester
England , UKHedge Funds Executive Program -
London Business School
London, UKMaster of Science - Corporate Finance
European University
Distance Learning Diploma in Economics -
University of Athens
B.Sc. in BA, major CIS -
The American College of Greece, Deree College
Skills
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
Certification
- Certified Research Analyst - Delta Certification/ HCMC
- CEFA Certified - EFFAS
- Certified Portfolio Manager - Gamma Certification/ HCMC
- Certified Eurex Trader - Eurex Exchange
- CMT candidate
- Licensed Economist
Accomplishments
- Design and Implement a new Risk management Software and methodology for Hellenic Pension Fund that was approved by IMF and EU experts.
- 25- 30% average portfolio return for the last 8 years
- Chairman of HACSA - Hellenic Association of Certified Market Analysts.
Publications
- The price of money Opportunities and Asymmetric Threats
- The Emerging markets story Investing Diversification: 5 Approaches
- Optimum Portfolio Rising rates and cost of money
- The three causes of credit crisis History and strategies of Hedge Funds
- High Inflation ahead The macroeconomic factors of the crisis
- The psychology of Media news US economy faces new challenges
- Global Markets and the Fear Factor Global Markets: Opportunities and Asymmetric Threats
- Companies Evaluation and Ratings The Subprime crisis
Languages
Greek
Native language
English
Proficient
C2
Timeline
Head of Portfolio Managenet and Analysis
AXON Securities SA
01.2023 - Current
Member of the BoD
Directorate of Trusts and Public Asset Management
03.2019 - 09.2022
Senior Investment Analyst
Guardian Securities SA
10.2015 - 11.2017
Risk Management
Hellenic Pension Fund, Athens
05.2013 - 04.2015
Investment Analyst
Access America Fund LLC
01.2012 - 04.2013
Head of Global Markets Desk
Sarros Securities SA, Athens
01.2010 - 12.2011
Financial Consultant
Gerson Lehram Group, NY - USA
01.2005 - 01.2008
Futures and Options Trader
Solidus Securities Sa, Athens
01.2003 - 01.2005
Assistant Investment Analyst
Hellenic Investment Group - Investment Bank of Greece, Athens
01.2001 - 01.2003
Assistant Treasurer
MTH Holdings SA, Athens and Vaduz Lichtenstein
01.1994 - 01.1997
Teller
Citibank SA, Athens - Greece
01.1988 - 01.1990
DBA in Finance -
European University
MBA -
University of Strathclyde
Master of Science - Finance
University of Leicester
Hedge Funds Executive Program -
London Business School
Master of Science - Corporate Finance
European University
Diploma in Economics -
University of Athens
B.Sc. in BA, major CIS -
The American College of Greece, Deree College
Similar Profiles
PATRICIA GALASSOPATRICIA GALASSO
Customer Support Responsible at Sudameris Securities Casa de Bolsa SACustomer Support Responsible at Sudameris Securities Casa de Bolsa SA
Ruben VelasquezRuben Velasquez
Production Manager at Axon Energy ServicesProduction Manager at Axon Energy Services
Paul LeBoeufPaul LeBoeuf
Operations Manager at Disaster Restoration Services/Axon ConstructionOperations Manager at Disaster Restoration Services/Axon Construction