Daniel Schmillen Email
Berater Wealth Planning @ Family Office der Frankfurter Bankgesellschaft AG
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Daniel Schmillen Location
- Kitzingen, BY, DE
Daniel Schmillen Work
- Berater Wealth Planning @ (February 2025 - Present)
- Junior Berater Wealth Planning @ (February 2023 - January 2025)
- Vermögensmanager Privatkunden im Bereich Private Banking @ (August 2018 - February 2023)
- Vermögensmanager Gewerbe- and Firmenkunden im Bereich Private Banking @ (February 2018 - July 2018)
- Trainee Vermögensmanagement and Private Banking @ (February 2017 - January 2018)
- Vermögensberater Privatkunden @ (February 2014 - January 2017)
- Auszubildender @ (September 2011 - February 2014)
Daniel Schmillen Education
- EBS Universität für Wirtschaft und Recht
CERTIFIED FOUNDATION AND ESTATE PLANNER
2024-2024 - EBS Universität für Wirtschaft und Recht
Estate Planner (EBS)
2024-2024 - EBS Universität für Wirtschaft und Recht
CGA® CERTIFIED GENERATIONS ADVISOR
2024-2024 - EBS Universität für Wirtschaft und Recht
Generationenberater (EBS)
2024-2024 - Frankfurt School of Finance & Management
CERTIFIED FINANCIAL PLANNER®
2022-2023 - Frankfurt School of Finance & Management
EFPA European Financial Advisor® EFA
2022-2023 - Frankfurt School of Finance & Management
Financial Planner (Frankfurt School of Finance & Management)
2022-2022 - Frankfurt School of Finance & Management
Finanzfachwirt (FH)
2022-2022 - Frankfurt School of Finance & Management
Financial Consultant (Frankfurt School of Finance & Management)
2021-2021 - Sparkassenakademie Bayern
Financial Consultant (Sparkassen Finanzgruppe)
2020-2020 - Sparkassenakademie Bayern
Sparkassenbetriebswirt
2017-2020 - Sparkassenakademie Bayern
Sparkassenfachwirt
2015-2016 - IHK Würzburg-Schweinfurt
Bankkaufmann
2011-2014 - Armin-Knab-Gymnasium Kitzingen
Allgemeine Hochschulreife
2004-2011
Daniel Schmillen Summary
- Daniel Schmillen, based in Kitzingen, BY, DE, is currently a Berater Wealth Planning at Family Office der Frankfurter Bankgesellschaft AG. Daniel Schmillen brings experience from previous roles at Family Office der Frankfurter Bankgesellschaft AG and Sparkasse Mainfranken Würzburg. Daniel Schmillen holds a 2024 - 2024 CERTIFIED FOUNDATION AND ESTATE PLANNER @ EBS Universität für Wirtschaft und Recht. Daniel Schmillen has 1 emails on RocketReach.
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