Massimo Borelli was born in 1974 in Italy. He has a B.A. in electronic engineering and experience working for various banks and financial institutions. Currently, he works at UBIS as the Head of the Global Competence Center for Bank Insurance & Financial Products, where he manages resources and various banking applications. He has experience in project management, application maintenance, and resource management.

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Born on 07/03/1974 in Lugo(RA)-Italy.
Single.
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B.A. in ELECTRONIC ENGINEERING 100/110 (OCTOBER 2000)
Università di INGEGNERIA di Ferrara
Thesis: “Sistemi di telecomunicazione di terza generazione UMTS:
Trasmissione su sistema UTRA/FDD”.
HIGH SCHOOL QUALIFICATION
- Secondary school focusing on Sciences 58/60 (1993)
WW OO RR KK EE XX PP EE RR II EE NN CC EE
♦ UBIS (UNICREDIT BUSINESS INFORMATION SERVICES):
AREA RUOLO PERIODO
PL SECURITIES
HEAD OF GCC BANK INSURANCE &
FINANCIAL PRODUCTS
01/06/2014 – TODAY
As responsible of the Global Competence Center BANK INSURANCE & FINANCIAL PRODUCTS I have to manage18 resources dedicated
to application maintenance on following applications::
• DT0 – Dealing Telematico: Gestione fixing giornaliero dei tassi di cambio valute e di interessi di tesoreria e dei cambi ufficiali BCE.
• F22 – Exchange Position: Negoziazione delle operazioni in cambi per banconote, mondo estero, contabilità, ecc.
• F07 – Time Deposit: application to manage Time Deposit.
• GDC – Hot Money Management: application to manage following products:
o Gestione Mercato Monetario Impieghi: short term loans
o Gestione Mercato Monetario Raccolta: short term time deposit
o Money Plus Flexi: long term time deposit.
• DO0 – Derivati OTC: backoffice application to manage OTC derivatives in particular for Acounting, Statutory Reporting, settlement
to customers Current Accounts.
• BIN – Bankinsurance:
• CORDUSIO FIDUCIARIA: application maintenance for the whole legal entity(Backoffice, AML, Accounting).
• CORDUSIO FIDUCIARIA: application maintenance for the whole legal entity
o to gather and manage data and operations of customers
o Anti Money Laundery management
o Know Your Customer (KYC)
o Customers fiscal management
o Legal Entity Accounting
o Customers Aggregated Statements
• CORDUSIO SIM: application maintenance for the whole legal entity (Advisory services, accounting, AML).
• OLR-MOTOR BANK: application which manage the workflow to sell Insurance policies products for cars and motorcycles. The
application interfaces and integrates several other application to build the complex process of online selling(internet banking,
contact center, bank branches,ecc).
Residence:
via Novara 46
20025 Legnano -MI- Italia
BB oo rr ee ll ll ii MM aa ss ss ii mm oo
BRLMSM74L03E730K
328/2220774
Borelli.massimo@gmail.com

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In this GCC I have also responsability to manage directly 18 internal employee and undirectly to guide and address all development project
impacting on products/applications under my responsability. In details my task are:
. to manage production applications (incident management)
. to mantain cartography, including mapping of all servers, DB, ecc.,
. to manage and mantains relationship with vendors for third parties application (to insert Shc in SAP, create and send Purcjase Order,
approve vendors invoices, call for incident, ecc.)
. resource(people) management, performance review, check training, approve and check vacations(HR management)
PROJECT MANAGER on following projects:
• CORFID: new main applications for Cordusio Fiduciaria in production starting by 17/09/2016, replacing former application GF,
covering with new functionality 80% of whole processes of the legal enity:
o Customer commercial management (physical person or legal enities )
o Process to open new mandates
o To fulfill all necessary information of operation in oder to complete AML, fiscal task and statement checks
o Automatic interfaces to all other legal entity applications
• Basel III: Commercial campaign flag: creation on F07 application of all functionalities necessary to manage
commercial campaigns address to specific region or customers present in Germany for Unicredit AG.
• USURA_GMMI( Denaro Caldo)_ Calcolo, controllo e segnalazione del TEG in presenza di variazione
dell‘accordato: to implement functionality necessary to calculate TEG (global effective interest rate) including all
costs connected to this kind of deals(cost on loans connected to the current account, additional guaranties,
insurance, ecc.), in order to check this rate doesn’t be major than Bank of Italy limits defined for the specific
product.
AREA PROFESSIONAL ROLE PERIOD
Product Line Securities Key Professional TIME DEPOSIT 01/01/2011 – TODAY
• F07 – Time Deposit: application used to manage Time Deposit products. As responsible of this application on all Unicredit Group
the activities divided by country are:
o Zivno / Czeck Repubblic: application maintenance on production environment. Onto this version of the application are
manage products with single period or revolving in CZK, EUR, USD, GBP currencies. As Key-Professional I give the
functional support to the users of the bank.
o Unicredit AG / Germany: application maintenance on production environment. Onto this version of the application are
manage products with single period or revolving in EUR currency. As Key-Professional I give the functional support to
the users of the bank.
o EUROSIG Bank Austria / Austria: project with the scope of deploying the application to handle Time Deposit products of
Bank Austria. With the role of project manager I had the responsibility to deploy the application with the functional
gaps requested by the Bank and to give support for the phase of User Acceptance Test until GO-LIVE of project
EUROSIG Austria(end October 2012).
o Unicredit Banca / Italy: project scope is the migration of the application into Italian environment and creation of new
Time Deposit products(Conto Risparmio Sicuro) requested by Marketing department of Unicredit Banca. With the
double role of project manager and Key-Professional, I’m developing the functional analyst and managing the project.
♦ AIZOON CONSULTING:
CLIENT PROJECT PERIOD
UGIS(Unicredit) XFRAME Web Application June 2008 – 31/12/2010
Design and development of web application on Java/WebSphere Server using the UGIS-XFRAME framework.
During the projects I had the role of technical/functional analist, either project manager.
The application on which I worked are the following:
• OV0 – Traded Derivates: application for management of the orders on traded derivates of Unicredit Corporate Bank, Unicredit
Private Bank and Unicredit (retail bank). Project scope was the porting of the existing application from Uniframe standard to
XFRAME. Further than the development fase, I was involved into test fase and check of technical/functional transactions of the
application.

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• DT0 – Market Place and Dealing Telematico: applications used to manage the Unicredit Group money market with tools similar to
chat to let banks trader communicate (Market Place) and handle the fixing operations for currencies and rates on Unicredit Group
(Dealing Telematico). Project scope was the porting of the existing application to XFRAME and implementation of functional gaps
requested from HVB bank into the project EUROSIG Germany.
• F07 – Time Deposit: project scope was the creation of the application used to manage Time Deposit products for HVB bank into
the project EUROSIG Germany.
• TST – Pricing/Package Manager: application used to create and manage pricing package or customized pricing model for
customers of Unicredit Corporate Bank. Project scope was the design and development of transaction for selling of customized
pricing package (Pricing Manager), for creation and sell to customers of standard pricing package (Package Manager and
Creator).
• DO0 – Derivati OTC: appliction used to manage OTC Derivates deal of Unicredit Corporate Bank. Project scope was the creation
of a new customer info sheet and a new procedure able to manage the process of MiFid advisor needed for law in order to sell to
customers this kind of products.
CLIENT PROJECT PERIOD
UGIS(Unicredit) MUREX Integration November 2006 – June 2008
1. Integration of external data sources to upload market data trough MX MDCS:
• Inflation Swap
• Equity volatility
• Credit rate sheets
For these interfaces I have developed:
• JAVA executable to connect to a SqlServer DB to perform sql query and retrieve data,
• Unix script to upload the files produced on Murex MDCS cache
• Update of the Murex Oracle DB via Mx Processing Script
2. Configuration and development on MXML Exchange of the workflow and confirmation documents (word template) necessary
to communicate to counterparties, via fax, the main events on Murex deals:
Creation of templates word/html for these events:
• Insertion confirmation of rate and forex derivates
• Rate fixing /reset
• Option exercise/Early Termination
To populate templates, xsl formulas have been created to manage data on xml published on MXML Exchange.
Workflow task chains have been created to route to the correct template and to launch the Unix script to send automatically
the generated document to the fax server. The only manual activity leave to the back office users has been the Validation
Queue integrated with an Mx workflow task.
3. Development of the intranet web sites used as
• monitor of the Mx process and input/output interfaces
• repository of all the reports and documents (tickets, confirmations,..)produced for the users
• insertion functionality for an easy-to-use interface for the INFRAGROUP Money Market (time deposit deals)
The web site runs on an Apache Web Server, while the pages are HTML/PERL scripts.

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♦ ACCENTURE:
CLIENT PROJECT PERIOD
CREDEM MUREX Integration March 2006 – November 2007
Configuration and development on MXML Exchange of the workflow and confirmation documents (word template) necessary to
communicate to counterparties, via fax, the main events on Murex deals.
Creation of templates word/html for these events:
• Pre-confirmation and confirmation of rate and forex derivates
• Rate fixing /reset
• Option exercise/Early Termination/Restructuring
• Payment
Banca Lombarda Account Origination November 2005 – February 2006
Development of a web-based solution for the accounting origination and correlated financial products. The functionality integrates
other IT tools under the guide of a workflow. The web site has been created in JAVA to run on a WebSphere Portal Server and has
been integrated on the Bank portal to communicate with the other portal application.
Xelion Unicredit Bank
Insurance products and
Commissioning
Sept. 2004 – October 2005
Design and development of solutions for the insurance products department of the Bank; data portfolio migration of Skandia company from
an external source.
Development of a web-based solution supporting the assignment process of the client to bank promoters.

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Expert on Office software (Word, Excel, Access, Power Point, Outlook).
Skill Level Experience
Microsoft Access Expert 5 Years
PL – SQL Expert 2 Years
SQL Expert 5 Years
HTML (Hypertext Markup Language) Expert 5 Years
JavaScript Expert 3 Years
Unix Scripting Expert 3 Year
ASP.NET Base 1 Year
CORBA ORBs (Object Request Brokers) Intermediate 2 Year
IIS (Microsoft Internet Information Server) Base 1 Year
Microsoft SQL Server Intermediate 1 Year
Oracle Expert 3 Years
Unix - HP Intermediate 3 Year
.NET Architecture Intermediate 1 Year
C++ Expert 3 Year
Microsoft Visual Studio Intermediate 1 Year
Microsoft Windows 2000 Professional Intermediate 2 Years
XML (Extensible Markup Language) Expert 2 Year
J2EE Expert 3 Year
WebSphere Intermediate 1 Year
WebSphere Portal Server Intermediate 1 Year
Perl Intermediate 1 Year
Murex Intermediate 2 Year
MXML Exchange(Murex) Expert 2 Year
COBOL Beginner < 1 Year
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Good communicator (in writing, on the telephone, or face to face), wide knowledge of finance and bank products.
Full clean driving license.
M a s s i m o B o r e l l i