Richard Dsi Email & Phone Number
Financieel planner @ Ecclesia Financieel Fit en Vitaal
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Richard Dsi Location
- Krimpen aan den IJssel, ZH, NL
Richard Dsi Work
- 2019 -now Financieel planner @
- 2018 -2019 Business Relations Manager (Concernrelaties) @
- 2011 -2018 Financieel Adviseur @
- 2009 -2011 Financieel Adviseur @
- 2000 -2009 Financieel Adviseur @
Richard Dsi Education
- Leergang Estate Planning
(Financiën (Finance))
2022-2022 - Dukers & Baelemans
Post HBO Leergang Vermogensplanner
2019-2021 - DSI Certificering: Register Adviseren Beleggen Maatwerk Retail
DSI Certificering: Register Adviseren Beleggen Maatwerk Retail (Beleggen)
2021-2021 - Bureau Zuidema
(Inzicht in Invloed)
2019-2019 - Oysterwyck Hogeschool
Master in Pension and Life Assurance (MPLA) (Pensioen)
2015-2017 - Dukers & Baelemans
Omwisselactie WFT Diploma's
2014-2015 - WFT Pensioen
(Pensioen)
2014-2014 - Bachelor in Pensions and Life Assurance ( BPLA) inclusief WFT pensioen
Bachelor's degree (pensioen)
2013-2014 - CPA PRO
(Pensioen)
2012-2013 - Financieel Planner
FFP (Financial planner)
2008-2009 - Erkend hypotheek adviseur
SEH (Erkend hypotheek adviseur)
2003-2004 - Pensioenpraktijk 1 + 2
(Pensioenen)
2002-2003 - Assurantie B
(Assurantie)
2000-2002 - Zadkine college
MBO (Economy)
1993-1996
Richard Dsi Skills
- Operations Management
- Strategic Financial Planning
- Microsoft Office
- Private Banking
- Financial Markets
- Retail Banking
- Sales
- Pensions
- Financial Risk
- Business Development
- Mortgage Lending
- Retirement
- Insurance
- Estate Planning
- Microsoft Excel
- Individual Pension Plans
- Financial Advisory
- Retirement Planning
- Management
- Social Media
- Life Insurance
- Banking
- Dutch
- Pension Funds
- Coaching
- Financial Planning
- Personal Financial Planning
Richard Dsi Summary
- Richard Dsi, based in Krimpen aan den IJssel, ZH, NL, is currently a Financieel planner at Ecclesia Financieel Fit en Vitaal. Richard Dsi brings experience from previous roles at NN Group, Nationale-Nederlanden, ING pensioen communicatie and RVS. Richard Dsi holds a 2022 - 2022 Leergang Estate Planning . With a robust skill set that includes Operations Management, Strategic Financial Planning, Microsoft Office, Private Banking, Financial Markets and more. Richard Dsi has 1 emails and 1 mobile phone numbers on RocketReach.
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