Business development manager @ HZ&P ASSET MANAGEMENT (September 2014 - March 2018)
Client Advisor WM @ (January 2007 - August 2014)
Smart Banking @ (January 2003 - January 2007)
Consulente assicurativo @ Vaudoise Assicurazioni (January 1994 - January 2003)
Diego Passera Education
AFA
Intermediario Assicurativo AFA
2018-2019
UBS
Certified Wealth Management Advisor
2012-2014
Diego Passera Skills
Management
Investimenti
Finanza
Business Development
Gestione patrimoniale
Private Banking
Hedge fund
Banking
Gestione del rischio
Derivati
Asset Allocation
Servizi finanziari
Assicurazioni
Gestione degli asset
Customer Relations
Wealth Management
Mercati finanziari
Fixed Income
Titoli a reddito fisso
Strategy
Financial Analysis
Gestione portfolio
Diego Passera Summary
Diego Passera, based in Collina d'Oro, TI, CH, is currently a Consulente assicurativo at AXA. Diego Passera brings experience from previous roles at Basilese assicurazioni, HZ&P ASSET MANAGEMENT, UBS and Credit Suisse. Diego Passera holds a 2018 - 2019 Intermediario Assicurativo AFA @ AFA. With a robust skill set that includes Management, Investimenti, Finanza, Business Development, Gestione patrimoniale and more. Diego Passera has 1 emails and 3 mobile phone numbers on RocketReach.
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