Geneva Area, Switzerland
Financial Planner at Bordier & Cie
Banking
Education
Mendo IAF 2013 — 2013
Swiss-certified financial planner with federal diploma, Brevet fédéral de conseiller financier
Grenoble Ecole de Management - Grenoble Graduate School of Business 1999 — 2002
Master, Management
Experience
Bordier & Cie, Banquiers Privés depuis 1844 April 2014 - Present
Zurich Insurance Company Ltd April 2009 - April 2014
AIG May 2006 - April 2009
Havas Advertising May 2004 - May 2006
Skills
Direct Sales, Wealth Management, Investment Advisory, Asset Allocation, CRM, IAF, Assurance-vie, Account Management, Private Banking, Direct Marketing, Management, Prévoyance, Savings, Brevet fédéral, Life Insurance, Asset Protection, HNWI, Onshore, Tax Advisory, Business Development, Retirement Planning, Pensions, Inheritance Tax Planning, Assurance, Adus, Wealth planning, Financial Planning, Customer Relations, Familiy protection, Logismata, AFA, Taxware, Business Networking, Financial Markets, Investments, Project Management, Financial Advisory, Strategic Financial..., LPP, Mortgage Banking, Succession Planning, Risk Management, Insurance, Mendo, Financial Analysis, Retirement Plans, BNI, Finance, Entrepreneurship, Planification de la...