Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Michel Catenazzi

Michel Catenazzi

Financial Advisor
Sheffield

Summary

Sheffield, UK DOB: 15 June 1983 Nationality: Italian, Australian CAREER PROFILE Professional wine expert with 25 years’ experience in the hospitality industry, wine trading and financial business. With competence in managing wine lists, leading teams of 5-30 people and customer financial advice, by employing SAP, Microsoft Office, Google Apps and ePortals. I am a highly-motivated, conscientious and competent collaborator with in-depth wine knowledge and expertise within the marketing and finance sectors. With a proven track record of achievement, I can bring positivity, support and a creative mindset to any team. MOTIVATION I pride myself on my dedication to continuous professional development, taking ownership of challenging problems and maintaining high standards. I am confident I can add value to your organisation by ensuring the best service possible to your customers. I have a strong adaptability the work environment and a deep willpower for improvement. I am independent and determinate, which is demonstrated by my career progression and the accomplishment of several certificates achieved while working full-time. I look forward to being part of a talented team with whom I can share my passions, develop professionally and seek ways to help my employer grow and save money at the same time. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Expert Sommelier with strong track record of success in running efficient and profitable operations. Equipped with necessary abilities and knowledge to revitalize business and increase market share with proven strategies and innovative mindset focused on effective promotion and customer relations. Superior knowledge of wine, spirits and cocktails desired by [Type] guests. Astute wine professional offering [Number] years of expertise working for top-notch establishments. Highly communicative and well-educated with strong marketing skills. Experience as sommelier at one of [Location]'s five-star restaurants. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving. Industrious Buyer adept at keeping costs under control while optimizing inventory for usage needs. Versed in recordkeeping and production requirements. Bringing [Number]-year track record of success in [Type] industry. Detail-oriented professional with strong background in purchasing, vendor management and inventory control. Proven track record of identifying cost savings opportunities and developing and executing strategies to maximize sales and profits. Considered valuable asset to any team. Goal-oriented recruiting professional motivated to achieve demanding targets under tight deadlines. Proficient in developing and overseeing diverse candidate pipelines, marketing plans and advertising strategies. Focused on using effective recruitment strategies and candidate pipelines to meet employment needs. Leverages traditional and online methods to bring in top talent.

Overview

11
11
years of professional experience
10
10
years of post-secondary education
2
2
Languages

Work History

Financial Advisor

Alleanza Assicurazione S.p.a.
Luino
03.2022 - 04.2023
  • B, Luino 21016 (, Here I gained a comprehensive knowledge about finance and investments
  • Main responsibilities:
  • Counselling clients of financial services, planning and goal achievement
  • Managing a book of businesses and bringing in new clients
  • Analysing market and economic trends and relevant government policies
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Delivered strategic investment advice for individual and corporate clients.
  • Assisted clients with budgeting and cash flow management.
  • Researched and evaluated potential investment products for clients.

Head Sommelier

Walter’s Steakhouse Brisbane
Brisbane, QLD
02.2021 - 02.2022
  • Of the wine program with a list of 400+ labels
  • I strengthened my executive skills through the use of P&L management, KPIs, SAP and MSO
  • Main responsibilities:
  • Spending and financial efficiency by overseeing costs, revenues and profits
  • International trading and the impact of fluctuation on currency
  • Buying, market trends, wine investment, portfolio diversity and returns
  • Implemented new promotional strategies, dramatically increasing business.
  • Directed teams to keep workstations clean and neat for professional customer appeal.
  • Oversaw successful bar service and operations to handle as many as [Number] guests per day.
  • Trained service staff on wines, spirits and cocktails to maximize revenue and maintain stellar reputation for service.
  • Coordinated wine selection and restocking for cellar with over [Number] bottles.
  • Managed cellar and beverage storage maintenance to prevent inventory spoilage.
  • Traveled to vineyards around world to discover obscure vintages and varieties and better understand global winemaking process.
  • Set up wine tastings to bring in business and promote special offerings.
  • Promoted special wine menu for holidays to complement chef's dinner specialties.
  • Monitored conditions of wine cellar, keeping all bottles stored at appropriate temperature.

Sommelier /Assistant Manager

Fins Restaurant and Bar
Kingscliff, NSW
09.2020 - 01.2021
  • Here I was supervising the wine program and running the restaurant in support of the owner
  • Main responsibilities:
  • Relationship with suppliers and producers
  • Wine orders, deliveries, storage and service
  • Trained service staff on wines, spirits and cocktails to maximize revenue and maintain stellar reputation for service.
  • Managed cellar and beverage storage maintenance to prevent inventory spoilage.
  • Inventoried bar supplies regularly to quickly identify supply shortages and detect problems such as theft.
  • Represented establishment professionally with guests and earned consistent repeat and referral business.
  • Coordinated wine selection and restocking for cellar with over [Number] bottles.
  • Monitored conditions of wine cellar, keeping all bottles stored at appropriate temperature.
  • Answered customers' questions, recommended items, and recorded order information.

Senior Sommelier

Rockpool Bar and Grill Sydney
Sydney
08.2012 - 09.2018
  • This company enabled me to enhance my knowledge massively, due to their astonishing wine list and one of the best in Australia
  • It includes 3000+ labels, countless rarities and fine wines
  • I was coordinating the wine program under the Wine Director’s supervision
  • Main responsibilities:
  • Relationship with suppliers and producers
  • Orders arrangement, delivery and cellar management, through Excel spreadsheet
  • Premium wine tasting and service, Working at Rockpool for a long time, allowed me to cover several roles, enabling me to practice managerial skills
  • Including:
  • Customer care, restaurant operation management and P&L management
  • MOS, IT service management, SAP operation, ePortals and updates
  • Staff management including recruitment, training, rostering and meetings
  • Worked flexible hours across night, weekend and holiday shifts.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Worked effectively in fast-paced environments.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Applied effective time management techniques to meet tight deadlines.
  • Developed strong communication and organizational skills through working on group projects.
  • Proven ability to learn quickly and adapt to new situations.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Assistant Manager

Rockpool Bar And Grill Sydney
Sydney, NSW
08.2018 - 09.2018

This company enabled me to enhance my knowledge massively, due to their astonishing wine list and one of the best in Australia. It includes 3000+ labels, countless rarities and fine wines. I was coordinating the wine program under the Wine Director’s supervision. Main responsibilities:

‣ relationship with suppliers and producers

‣ orders arrangement, delivery and cellar management, through Excel spreadsheet

‣ premium wine tasting and service

  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
  • Mentored team members to enhance professional development and accountability in workplace.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Reviewed sales and gross profit report to assess company efficiency.
  • Made hiring recommendations to increase company's productivity and profitability with quality workers.
  • Developed strategy to increase sales and drive profits.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

Education

Diploma - WSET Diploma Level 4

Wine And Spirit Education Trust, Sydney Wine Academy, Sydney NSW Australia
02.2019 - 11.2020

Certified Sommelier CMS - Wine

Court of Master Sommeliers CMS, Merival, Sydney NSW Australia
04.2018 - 10.2018

Diploma - Food and Nutrition

La Trobe University, Online Campus, VIC Australia
03.2016 - 03.2018

High School Diploma -

Istituto Statale Di Istruzione Superiore, Luino - Carlo Volontè, VA Italy
09.1996 - 06.2002

Skills

Insurance decisions

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Accomplishments

  • Development of a wine portfolio worth between 350K to $500K and turning it into a top tier awarded list of the Australia’s Wine of the Year Awards 2021
  • As well as increasing its value and staying within the budget through profitability, cost-efficiency and effective buying management
  • Content development for wine reports and specifications on a monthly rotation, for the business website and the sections of ‘Short List’ and ‘By the Glass List’, counting around 70 different labels
  • Investment planning aiming clients assets protection and investment return of 5% p.a
  • Husband and father
  • Cryptocurrency shareholder: 21K profit in 18 months, from an initial investment of 6K
  • Dogs
  • Trekking

Timeline

Financial Advisor - Alleanza Assicurazione S.p.a.
03.2022 - 04.2023
Head Sommelier - Walter’s Steakhouse Brisbane
02.2021 - 02.2022
Sommelier /Assistant Manager - Fins Restaurant and Bar
09.2020 - 01.2021
Wine And Spirit Education Trust - Diploma, WSET Diploma Level 4
02.2019 - 11.2020
Assistant Manager - Rockpool Bar And Grill Sydney
08.2018 - 09.2018
Court of Master Sommeliers CMS - Certified Sommelier CMS, Wine
04.2018 - 10.2018
La Trobe University - Diploma, Food and Nutrition
03.2016 - 03.2018
Senior Sommelier - Rockpool Bar and Grill Sydney
08.2012 - 09.2018
Istituto Statale Di Istruzione Superiore - High School Diploma,
09.1996 - 06.2002
Michel CatenazziFinancial Advisor