Antje Zgrzebski
**** ******** ******, ** *****, Sarasota
941-***-**** *****.*********@*****.***
EDUCATION & AWARDS
Financial Adviser’s International Qualification London, United Kingdom
Chartered Insurance Institute May 2007
Fachhochschule für Betriebswirtschaftslehre Würzburg, Germany
Bachelor in Business Administration May 1988
Major: Banking, Finance and Investment
GPA: 4.0 equivalent
WORK & LEADERSHIP EXPERIENCE
Tivoli Investments / The Madison Companies LLC Luxembourg, Luxembourg / Sarasota, USA
Independent Financial Consultant 12/2008– 2016
Independent consultant for Tivoli Investments, an affiliate of The Madison Companies LLC, an alternative asset management firm specialized in Real Estate, Distressed Natural Resources and Special Situations
oFinancial Advisory on the Acquisition and Disposal of German Real Estate closed-end funds
Supervision and Execution of deals from beginning to end
Clearance and Settlement of Limited Partnership interests
Audit, Control and Verification of financial transfers
Coordination of Legal processes through close collaboration with the internal legal team, external legal firms and notaries for the drafting of contracts and resolution agreements
Execution of transfer operations
oRelationship Management
Point of contact for European Business Partners, including Sellers & Buyers, Banks, General Partners
Fidelity Investments Luxembourg, Luxembourg
Transfer Agent 11/2007– 11/2008
Dealer/Broker Services for Continental Europe Clients
oManagement and Coordination of retail and wholesale client information
oExecutive Customer Relationship Management
DeVere and Partners Luxembourg, Luxembourg
Senior Analyst 04/2006 –10/2007
Leading Productive Coordinator at DeVere and Partners in the Luxembourg, Brussels and Munich regions. DeVere is a leading offshore consultancy and brokerage firm
oManagement, Extension and Development of Customer Base
ADIG Investments Luxembourg, Luxembourg
Client Relationship Manager 01/2000 –12/2000
Client Relationship representative at a leading financial institution in Germany, now part of Commerzbank AG
BHW Luxembourg Luxembourg, Luxembourg
Analyst / Mortgage Loan Officer / Underwriter 01/1999-12/1999
Private mortgage lending for existing real estate and new home construction
SKILLS, ACTIVITIES & INTERESTS
Languages: Fluent in English and German. Volunteering & Social Awareness: German Teacher in the Adult Community & Enhancement Program of the Suncoast Technical College in Sarasota, FL (October 2015 – present) Swimming Champion: Former member of the Youth National Swimming Team of Germany. Multiple Luxembourg Masters Record Holder. Nutrition Expert: Certified International Health coach and Integrative Nutrition Health coach.