Roberto R. Email
Head of Institutional Clients @ Banca Credinvest
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Roberto R. Location
- Baar, ZG, CH
Roberto R. Work
- 2023 -now Head of Institutional Clients @
- 2017 -2023 Senior Managing Partner @
- 2012 -2016 Senior Investment Advisor and Specialist @
- 2007 -2011 Product Sales Specialist @
- 2004 -2006 Product Sales Specialist @
- 2000 -2004 Structured Products @
- 1998 -2000 Forex Trader @
Roberto R. Education
- Swiss Association for Quality (SAQ)
UHNW Certified Wealth Management Advisor CWMA
2014 - Euromoney Training
Structured Products & Exotic Options
2002 - ISMA and University of Reading
International Securities Industry General Certificate Programme (ISMA GCP – “Fixed Income Broker”)
2002 - University of Applied Sciences and Arts of Southern Switzerland
Economist SUP
2002 - University of Applied Sciences and Arts of Southern Switzerland
Economista aziendale SUP (Business Administration and Finance)
2002
Roberto R. Summary
- Roberto R., based in Baar, ZG, CH, is currently a Head of Institutional Clients at Banca Credinvest. Roberto R. brings experience from previous roles at TRIUS Partners AG and UBS. Roberto R. holds a UHNW Certified Wealth Management Advisor CWMA @ Swiss Association for Quality (SAQ). Roberto R. has 1 emails on RocketReach.
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