Anlage- und Vorsorgeberater @ Clientis Sparcassa 1816
Director, Portfolio Manager Multi Asset Class Mandates @ Julius Baer
Portfolio Manager Multi Asset Class Mandates (London) @ Julius Baer
Privatebanking Assistant Germany Key Clients @ Julius Baer
MidOffice Exchange Traded Derivatives @ Julius Baer
BackOffice Exchange Traded Derivatives @ Julius Baer
Stefan Meier's Education
AZEK - The Swiss Training Centre for Investment Professionals
Certified International Investment Analyst - CIIA®
2015 - 2016
IAF - Interessengemeinschaft für Ausbildung im Finanzbereich
Finanzplaner mit eidg. Fachausweis (Finanzplanung)
2020 - 2020
AKAD
Dipl. Bankwirtschafter HF (Banking & Finance)
2010 - 2013
Kaufmännische Berufsschule Horgen
Bankkaufmann (Banking & Finance)
2004 - 2007
Stefan Meier's Skills
Banking
Private Banking
Derivatives
Equities
Bankwesen
Financial Analysis
Microsoft Office
Risikomanagement
Festverzinsliche Werte
Finanzmärkte
Stefan Meier's Summary
Stefan Meier, based in Zurich, Switzerland, is currently a Senior Investment Manager at Maerki Baumann & Co. AG, bringing experience from previous roles at Clientis Sparcassa 1816 and Julius Baer. Stefan Meier holds a 2015 - 2016 Certified International Investment Analyst - CIIA® @ AZEK - The Swiss Training Centre for Investment Professionals. With a robust skill set that includes Banking, Private Banking, Derivatives, Equities, Bankwesen and more, Stefan Meier contributes valuable insights to the industry. Stefan Meier has 2 emails on RocketReach.