Marco Monte Email
Team Coach @ SVAG Schweizer Vermögensberatung AG
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Marco Monte Location
- Zurich, Switzerland
Marco Monte Work
- Team Coach @ (September 2024 - Present)
- Consulente gestione patrimoniale @ (September 2024 - Present)
- Principal CEO @ Marco Monte Consulting (January 2021 - Present)
- Consulente servizio alla clientela @ (February 2024 - September 2024)
Marco Monte Education
- AcadeMe
AFA/VBV (Intermediario assicurativo)
2025-2026 - Master AIPB in Private Banking & Wealth Management
Master Post Laurea (Finance and Financial Management Services)
2009-2010 - University of Naples ‘Parthenope’
Bachelor in Economia e Consulenza per le PMI (Business/Managerial Economics)
2001-2006
Marco Monte Skills
- Consulenza assicurativa personalizzata
- Gestione patrimoniale e soluzioni d’investimento
- Ottimizzazione fiscale in rete con esperti
- Pianificazione finanziaria e previdenziale (BVG, 3a, 3b)
- Serietà, discrezione, affidabilità, puntualità e orientamento al cliente
Marco Monte Summary
- Marco Monte, based in Zurich, Switzerland, is currently a Team Coach at Consulenza Patrimoniale Svizzera. Marco Monte brings experience from previous roles at Consulenza Patrimoniale Svizzera, Marco Monte Consulting and Assura. Marco Monte holds a 2025 - 2026 AFA/VBV in Intermediario assicurativo @ AcadeMe. With a robust skill set that includes Consulenza assicurativa personalizzata, Gestione patrimoniale e soluzioni d’investimento, Ottimizzazione fiscale in rete con esperti, Pianificazione finanziaria e previdenziale (BVG, 3a, 3b), Serietà, discrezione, affidabilità, puntualità e orientamento al cliente and more. Marco Monte has 1 emails on RocketReach.
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