Patrick Andenmatten Email

Head of Operations @ FMD Financial - Expert financial advisers

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Patrick Andenmatten Location

Melbourne, VIC, AU

Patrick Andenmatten Work

2024 - now Head of Operations @ FMD Financial - Expert financial advisers
2019 - 2024 Operations Manager @ FMD Financial - Expert financial advisers
2019 - 2019 Team Leader Client Services @ FMD Financial - Expert financial advisers

2016 - 2019 Paraplanner and Project Manager @ FMD Financial - Expert financial advisers
2012 - 2015 Client Adviser @ IFM Independent Fund Management Pty Ltd
2011 - 2012 Sabbatical @ Travelling The World
2010 - 2011 Junior Project Manager @ LGT Private Banking
2007 - 2009 Project Management Assistant @ LGT Private Banking

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Patrick Andenmatten Education

Monarch Institute
Advanced Diploma of Financial Planning
2017 - 2018
Mentor Education
Diploma of Financial Planning
2015 - 2016
Fund Academy, Zurich
Swiss Fund Officer
2012 - 2013

Université de Fribourg/Universität Freiburg
Master of Arts (M.A.) (Management)
2001 - 2006

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Patrick Andenmatten Skills

Stakeholder Management
Paraplanning
Mergers & Acquisitions (M&A)

Team Leadership
Operational Excellence
E.U. Undertakings for Collective Investment in Transferable Securities Directives (UCITS)
Managed Funds
PDS Frameworks
Client Onboarding
E.U. Markets in Financial Instruments Directive (MiFID)

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Patrick Andenmatten Summary

Patrick Andenmatten, based in Melbourne, VIC, AU, is currently a Head of Operations at FMD Financial - Expert financial advisers. Patrick Andenmatten brings experience from previous roles at FMD Financial - Expert financial advisers and IFM Independent Fund Management Pty Ltd. Patrick Andenmatten holds a 2017 - 2018 Advanced Diploma of Financial Planning @ Monarch Institute. With a robust skill set that includes Stakeholder Management, Paraplanning, Mergers & Acquisitions (M&A), Team Leadership, Operational Excellence and more. Patrick Andenmatten has 2 emails on RocketReach.

Patrick Andenmatten Emails

Found 2 emails

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Others Named Patrick Andenmatten

Peter Andenmatten

Polizist at Gemeinde Fehraltorf

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