Menelaos Poullis

CFA, B.Sc, M.Sc

Senior Manager, Investment Services

Mr. Poullis is a Senior Manager in Investment Services and has a broad knowledge of the banking and financial services industry, with more than 8 years of experience in the field. His current responsibilities include the development of the investment advice and fund consulting services of the Company, building and maintaining customer relationships as well as business development. Furthermore, he is responsible of consulting clients and making recommendations aiming at enabling them to best meet their financial goals. His responsibilities include liaising between the Company’s Operations and Compliance Department to ensure the smooth and efficient client services.

Prior to joining Emergo, Menelaos worked in the banking industry and gained extensive experience in various areas, such as corporate finance, retail banking and treasury operations. He served a treasury dealer and correspondent banking officer for a Cypriot credit institution where he was responsible of the daily operations of the dealing room and establishing institutional relationships. He has broad knowledge of the Foreign Exchange and Fixed Income markets as well as structured products.

Menelaos is a holder of a BSc degree in International Economic Relations & Development from the Democritus University of Thrace, Greece and n MSc degree in International Financial Analysis from Newcastle University, UK. He is also a holder of the Advanced Certification issued by the Cyprus Securities and Exchange Commission and a CFA® charter holder by the CFA Institute since 2018.