2014 -2019 Senior Investment Advisor and Director @
2003 -2011 Senior Portfolio Manager and Relationship Manager - Senior Vice President @ Clariden Leu
1998 -2002 Senior Portfolio Manager and Financial Analyst - Vice President @
1996 -1998 Senior Portfolio Manager @
1993 -1996 Fund Manager and Financial Analyst @
1989 -1993 Fund Manager and Financial Analyst @ UeberseeBank AG (später umbenannt in AIG Private Bank bzw. Falcon Private Bank)
Marco Botta Education
Algofin
Professional Wealth Management
2005-2005
Ausbildungszentrum für Experten der Kapitalanlage (AZEK) 1995-1995
FHS University of Applied Sciences St. Gallen
Bachelor of Business Administration (BBA)
1986-1989
Marco Botta Skills
Anlageberatung
Finanzdienstleistungen
Banking
Fundamental Analysis
Investmentgesellschaften
Strukturierte Finanzprodukte
Etp
Portfolio Management
Assetmanagement
Investments
Bloomberg
Depotverwaltung
Crowdfunding
Strukturierte
Managed Funds
Investment Advisory
Anlageaufteilung
Tactical Asset Allocation
Financial Services
Wealth Management
Mutual Funds
Investment Strategies
Asset Management
Model Portfolio
Exchange Traded Derivatives
Project Management
ETFs
Private Banking
Latin America
Tac
Investitionen
Bankwesen
Financial Markets
Structured Products
Marco Botta Summary
Marco Botta, based in Zurich, Switzerland, is currently a Senior Investment Advisor at Schwyzer Kantonalbank. Marco Botta brings experience from previous roles at Rothschild Bank, Clariden Leu, Julius Baer and HPM Portfolio Management AG (heute Horizon21). Marco Botta holds a 2005 - 2005 Professional Wealth Management @ Algofin. With a robust skill set that includes Anlageberatung, Finanzdienstleistungen, Banking, Fundamental Analysis, Investmentgesellschaften and more. Marco Botta has 1 emails on RocketReach.
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