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Claudio Naef Location
Switzerland
Claudio Naef Work
2019 -now Managing Partner @
2017 -2019 Client Advisor Asset Managers and Real Estate Financing @
2011 -2017 Global Financial Intermediaries @
2006 -2011 UBS JUNA Private Clients Talent Program @
Claudio Naef Education
CFA Institute 2015-2017
ZHAW School of Management and Law
(Bachelor of Science (BS), Banking and Finance)
2012-2015
Kaufmännisches Berufsbildungszentrum St. Gallen
(UBS AG, Bankkaufmann M-Profil, 5.1)
2006-2009
Wimbledon School of English
(3m language stay)
2008-2008
Claudio Naef Skills
Banking
Investments
Wealth Management
Securities
Risk Management
Private Banking
International Clients
Chart Analysis
Corporate Finance
Microsoft Office
Project Management
Public Speaking
Customer Service
Financial Analysis
Sales
Contract Negotiation
Soft Skills
Claudio Naef Summary
Claudio Naef, based in Switzerland, is currently a Managing Partner at HYPOHAUS. Claudio Naef brings experience from previous roles at UBS. Claudio Naef holds a 2015 - 2017 CFA Institute. With a robust skill set that includes Banking, Investments, Wealth Management, Securities, Risk Management and more. Claudio Naef has 1 emails on RocketReach.
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