Roberto Salvi Email
Formateur @ AFFIS - Academy for Finance & Insurance Services
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Roberto Salvi Location
- Neuchâtel, Switzerland
Roberto Salvi Work
- 2008 -2017 Conseiller financier indépendant @
- 2023 -now Formateur @
- 2006 -2008 Conseiller Private Banking @
- 2004 -2006 Planificateur financier @ E-Gestion SA
- 1991 -2004 Conseiller en prévoyance et placements financier @ Winterthur Life & Pensions
Roberto Salvi Education
- Haute école de gestion Arc
CAS en fiscalité des PME (Tax Law/Taxation)
2021-2022 - University of Geneva
(Quantitative Portfolio Management)
2010-2012 - IAF Communauté d‘intérêt pour la formation dans le domaine financier
Brevet fédéral de conseiller financier (Prévoyance, Droit matrimonial et successoral, Financement, Placement, Fiscalité)
2009-2010 - IAF Communauté d‘intérêt pour la formation dans le domaine financier
Diplôme conseiller financier IAF (Planification financière)
2008-2009 - IAF Communauté d‘intérêt pour la formation dans le domaine financier
Diplôme conseiller en fonds de placement IAF (Investissements)
2000-2000
Roberto Salvi Skills
- Management
- Stratégie commerciale
- Assurance
- Investissements
- Marketing
- Anglais
- Gestion de portefeuille
- Analyse financière
- Finance
- Business Strategy
- Service client
- Banque privée
- Communication marketing
- Private Banking
Roberto Salvi Summary
- Roberto Salvi, based in Neuchâtel, Switzerland, is currently a Formateur at AFFIS - Academy for Finance & Insurance Services. Roberto Salvi brings experience from previous roles at RS Finance Sàrl, BCV - Banque Cantonale Vaudoise, E-Gestion SA and Winterthur Life & Pensions. Roberto Salvi holds a 2021 - 2022 CAS en fiscalité des PME in Tax Law/Taxation @ Haute école de gestion Arc. With a robust skill set that includes Management, Stratégie commerciale, Assurance, Investissements, Marketing and more. Roberto Salvi has 1 emails on RocketReach.
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