Stefan Burri Email
Senior Relationship Manager, Senior Vice President @ Lombard Odier Group
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Stefan Burri Location
- Lucerne, LU, CH
Stefan Burri Work
- Senior Relationship Manager, Senior Vice President @ (August 2023 - Present)
- Relationship Manager Entrepreneurs and Executives, Director @ (March 2017 - July 2023)
- Senior Client Advisor Private Banking, Vice President @ (December 2013 - February 2017)
- Client Advisor Institutional Clients, Associate Director @ (April 2006 - November 2013)
- Assistant Institutional Clients and Relationship Management @ (August 2003 - March 2006)
- Investment Consultant Assistant @ (August 2002 - July 2003)
- Kaufmännische Lehre @ (August 1999 - July 2002)
Stefan Burri Education
- SFI Swiss Finance Institute
Diploma of Advanced Studies in Banking
2020-2021 - CWMA / SAQ Swiss Association for Quality, als akkreditierte Zertifizierungsstelle
Certified Wealth Management Advisor CWMA
2017-2018 - AZEK - The Swiss Training Centre for Investment Professionals
Eidgenössisches Diplom des Finanzanalytikers und Vermögensverwalters
2011-2013 - The London School Of English
Cambridge First Certificate in English (FCE)
2010-2010 - Institut für Weiterbildung Luzern / Lehrgang Finanzplaner
Finanzplaner mit eidg. Fachausweis
2008-2009 - Institut für Weiterbildung Luzern / Lehrgang Bankfachmann
Bankfachmann mit eidg. Fachausweis
2003-2006
Stefan Burri Skills
- Finanzplanung
- Anlageberatung
- Vermögensverwaltung
- Private Banking
- Finanzmärkte
- Derivate
- Stammaktien
- Risikomanagement
- Festverzinsliche Werte
- Bankwesen
- Project Management
- Portfolio Management
- Change Management
- Microsoft Excel
- Projektmanagement
- Financial Analysis
- Business Development
Stefan Burri Summary
- Stefan Burri, based in Lucerne, LU, CH, is currently a Senior Relationship Manager, Senior Vice President at Lombard Odier Group. Stefan Burri brings experience from previous roles at Credit Suisse, Bank J. Safra Sarasin Ltd and UBS. Stefan Burri holds a 2020 - 2021 Diploma of Advanced Studies in Banking @ SFI Swiss Finance Institute. With a robust skill set that includes Finanzplanung, Anlageberatung, Vermögensverwaltung, Private Banking, Finanzmärkte and more. Stefan Burri has 1 emails on RocketReach.
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