Moritz Schwerdtle Email
Filialdirektor and Private Banking Betreuer @ SÜDWESTBANK - BAWAG AG Niederlassung Deutschland
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Moritz Schwerdtle Location
- Heilbronn, BW, DE
Moritz Schwerdtle Work
- 2024 - now Filialdirektor and Private Banking Betreuer @
- 2022 - 2023 Vermögensberater @
- 2017 - 2022 Berater für Studenten and Akademiker @
- 2015 - 2018 Gründer und Geschäftsführer @ SGHS Invest GbR
- 2016 - 2017 Trainee Privatkundenberatung @
- 2013 - 2016 Dualer Student @
Moritz Schwerdtle Education
- FPSB Financial Planning Standards Board Deutschland
EFPA European Financial Advisor (EFA)
2023 - 2024 - FPSB Financial Planning Standards Board Deutschland
Financial Consultant (FPSB-Angleichungsmodul)
2023 - 2023 - Sparkassenakademie Baden-Württemberg
Financial Consultant
2021 - 2022 - Duale Hochschule Baden-Württemberg (DHBW) Mosbach
Bachelor of Arts (BWL - Bank)
2013 - 2016
Moritz Schwerdtle Summary
- Moritz Schwerdtle, based in Heilbronn, BW, DE, is currently a Filialdirektor and Private Banking Betreuer at SÜDWESTBANK - BAWAG AG Niederlassung Deutschland. Moritz Schwerdtle brings experience from previous roles at Kreissparkasse Heilbronn, SGHS Invest GbR and Volksbank Heilbronn. Moritz Schwerdtle holds a 2023 - 2024 EFPA European Financial Advisor (EFA) @ FPSB Financial Planning Standards Board Deutschland. Moritz Schwerdtle has 1 emails on RocketReach.
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