Zollikon, Kanton Zürich, Switzerland
Director at Secure Wealth Management (SWM)
Financial Services
Education
Controller Academy, Gauting (Germany) 1993 — 1993
Controller Certificate, Cost Accounting, Budgeting, Planning and Forecasting
San Francisco State University 1981 — 1986
BA, Economics
EMS Samedan / Engadin (Switzerland) 1978 — 1981
Handelsschule, Commerce
Experience
Secure Wealth Management 2014 - Present
Sustainable, ethical solutions January 2011 - Present
MassMutual Financial Group 2009 - 2010
NEAM AG December 2001 - December 2008
Swiss Private Banks (Merrill Lynch, UBS, CSPB) 1991 - 2001
Skills
Financial Markets, Risk Management, Due Diligence, Employee Benefits, Marketing, Business Development, Equities, Asset Management, Asset Managment, Negotiation, Mergers & Acquisitions, Credit, Hedge Funds, Retirement, German, Derivatives, Financial Advisory, Investment Management, Corporate Finance, Sales, Trading, Entrepreneurship, Investment Banking, Investment Strategies, Communication, Securities, Analysis, Finance, Budgets, Fixed Income, Wealth Management, Investment Advisory, Education, Management, Financial Services, Emerging Markets, Estate Planning, CRM, Insurance, Investments, Mutual Funds, Alternative Investments, Wealth, Private Banking, Capital Markets, Portfolio Management, Banking, Retirement Planning, Strategic Financial..., Asset Allocation