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Jan Kowalski

Date of birth: 7th April 1988

Martial status: single

Citizenship: Polish

Address: ul. Mokotowska 13, 00-640 Warszawa

Mobile: 606 432 234

e-mail: jan.kowalski@gmail.com

Formal education:

2001 – 2006                            Warsaw School of Economics, Master’s studies,

                                          Obtained degree – MA;

                                          Master thesis on the implementation of corporate governance in Poland;

Faculty – International Relations;

                                          Major – International Finance Management;

                                          Path – Negotiations;

                                          Final grade – very good;

Professional experience:

II 2011 – currently              Ernst & Young GmbH, Frankfurt am Main, Germany
EMEIA Financial Services
Advisory Services
Performance Improvement

              Senior Consultant

-          Ongoing – Project manager for implementation of front-end banking system and DWH in multiple countries for a leading banking group.  

VIII 2007 – I 2011              ING Bank Slaski, Private Banking Department (former Personal Banking and Small Enterprises Market Management Department)

                                          Business Manager

-          Project manager for building private banking segment from scratch;

-          co-responsible for building Discretionary Portfolio Management services in the bank from scratch;

-          co-responsible for implementation of investment management system (SimCorp – for the first time in Polish bank);

-          Project Leader of the Private Banking market research conducted with the BCG in order to asses development opportunities;

-          Preparation of Mid Term Plans for the segment and KPIs for RMs;

-          product offer development (Product Manager for Dual Currency Deposit, FX Spot, Structured Deposit);

-          cooperation with the transfer agent;

-          participation in international development projects within the ING Group (i.e. Global Product Management project);

-          in charge of development and implementation of reporting application (COGNOS environment) and setting-up requirements for CRM system.

Achievements:

-          LEO award 2008 (Long-term Equity Ownership program);

-          special award for building private banking segment.

II 2007 – VII 2007              ING Bank Slaski, Mass Market Management Department,

                                          Junior Business Manager

-          sales monitoring and competition analyses;

-          concept thinking and implementation of products (cooperation by implementation of Direct current account), creation of sales;

-          preparation of quantitative and value analyses.

I 2006 – VI 2006              The Boston Consulting Group, Warsaw, Poland

                                          Trainee – participation in 6 different projects

-          data gathering, market research, conducting interviews;

-          preparation of quantitative and value analyses;

-          providing preliminary recommendations.

X 2004 – IX 2005              Warsaw Stock Exchange, Market Promotion Department,

                                          Junior Marketing Analyst

-          in charge of the Exchange School, a WSE educational project, run in 10 academic centers nationwide;

-          cooperation with the Institute for Business Development and The Polish Securities and Exchange Commission in organizing a conference series on corporate governance;

-          coordination of various educational projects run together with

      non-governmental organizations and student associations.

                                          -    building databases and market analysis;

Achievements:

-          commitment in projects was highly valued by partners and received numerous written commendations.

Other experience:

I 2003 – XI 2004              Students Society of Advertising of the Warsaw School of Economics,

-          in 2003 and 2004 co-organizer of the annual conference “Days of Advertising”, that takes place at WSE.

2004 – 2005              Royal Danish Embassy, Scandinavian-Polish Chamber of Commerce,

-          interpreter and guide to Poland for Scandinavian firms.

Seminars and trainings:

I 2009 – III 2009               Broker course - Polish Association of Brokers & Investment Advisors (ZMiD)

VI 2007               SAS Institute - OLAP Reporting techniques using SAS Enterprise Guide

Foreign languages:

English – very good (Certificate of Proficiency in English, University of Cambridge);

German – good.

Computer literacy:

- MS Office Professional – very good;

- Bloomberg – good, SAS (SQL) – good.

Other skills:

Driving license – category B;

Personal interests:

- windsurfing – staunch windsurfer with 12 years' experience;

- soccer – keen player, during studies a member of the football team of the University 

  Sports Association, the captain of Warsaw championship team winner for high school;

- mountain biking, reading books, Rock’n Roll music.

I hereby agree for processing the following personal information strictly for recruitment purposes in accordance with the regulation regarding the protection of personal data passed on the following date: 27.08.1997, Dz.U. nor 101 poz. 923.