Danièle Felley's Location
Geneva, GE, CH
Danièle Felley's Work
- Fondatrice @ Hélianthe Perspectives
- Trainer in the banking and insurance domains @ HEG
- Agent Général Prévoyance and Patrimoine @ AXA
- Head of distribution Life Insurance and Finance, Suisse Romande @ AXA
- Business development manager for finance, retirement and financial planning @ Baloise CH
- Manager of a private banking section (30 people) @ Credit Suisse
- Manager of the Financial Planning Department for Suisse Romande @ Credit Suisse
- Branch Manager @ Credit Suisse
Danièle Felley's Education
- ESPP - Ecole Supérieure en Prévoyance Professionnelle
Brevet Fédéral d'Experte en Caisse de Pension
- ESPP - Ecole Supérieure en Prévoyance Professionnelle
Diplôme de spécialiste en prévoyance professionnelle
2021 - Diplôme FSEA de formateur d'adultes
Diplôme FSEA de formateur d'adultes
2008
- Kalaidos Banking+Finance School
Diplôme Brevet Fédéral de Planificateur Financier
- AZEK
Diplôme Fédéral d'Expert en Finance et en Investissements (Finance & Investments)
- IRFA
Diplôme Diplôme d'Intermédiaire en assurance certifié FINMA / AFA (Prévoyance, Vie, Patrimoine)
1994 - 1996 - New York University
Diploma in Marketing (Marketing)
Danièle Felley's Skills
- Banque privée
- Banque
- Management
- Private Banking
- Relations clients
- Leadership d'équipe
- Gestion des relations
- Gestion d'équipe
- Crédits hypothécaires
- Coaching professionnel
Danièle Felley's Summary
Danièle Felley, based in Geneva, GE, CH, is currently a Fondatrice at Hélianthe Perspectives, bringing experience from previous roles at Ecole JEUNCOMM via Centre Patronal, AXA and Baloise Bank SoBA ( Baloise Group)[. Danièle Felley holds a Brevet Fédéral d'Experte en Caisse de Pension @ ESPP - Ecole Supérieure en Prévoyance Professionnelle. With a robust skill set that includes Banque privée, Banque, Management, Private Banking, Relations clients and more, Danièle Felley contributes valuable insights to the industry. Danièle Felley has 1 email and 1 mobile phone number on RocketReach.
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