Daniel Klee Email
Leiter Portfoliomanagement @ Schwyzer Kantonalbank
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Daniel Klee Location
- Switzerland
Daniel Klee Work
- 2024 - now Leiter Portfoliomanagement @
- 2020 - now Senior Portfolio Manager - Head of Wealth Funds @
- 2024 - 2024 Senior Portfolio Manager - Head of Private Portfolio Management and Execution @
- 2018 - 2020 Portfolio Manager - Head of Premium Mandates @
- 2015 - 2018 Portfolio Manager - Head of Private Mandates Instructions @
- 2008 - 2014 Portfolio Manager - Private Mandates Instructions @
- 2003 - 2008 Miscellaneous @
Daniel Klee Education
- AZEK - The Swiss Training Centre for Investment Professionals
Certified ESG Analyst, CESGA (Environment Social & Governance Investment, Integration and Reporting)
2020 - 2021 - AZEK - The Swiss Training Centre for Investment Professionals
Expert in Finance and Investments, CIWM (Wealth Management, Behavioural Finance and Relationship Management)
2019 - 2019 - AKAD
Banker, Advanced Federal Diploma of Higher Education (Banking and Financial Support Services)
2013 - 2016
Daniel Klee Summary
- Daniel Klee, based in Switzerland, is currently a Leiter Portfoliomanagement at Schwyzer Kantonalbank. Daniel Klee brings experience from previous roles at Credit Suisse. Daniel Klee holds a 2020 - 2021 Certified ESG Analyst, CESGA in Environment Social & Governance Investment, Integration and Reporting @ AZEK - The Swiss Training Centre for Investment Professionals. Daniel Klee has 2 emails on RocketReach.
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