Stefano Bertoli Email
Private Banker @ Fideuram Intesa Sanpaolo Private Banking
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Stefano Bertoli Location
- Bergamo, IT
Stefano Bertoli Work
- 2017 -now Private Wealth Advisor @
- 1997 -now Private Banker @
- 1999 -2019 Group Manager @
- 1997 -2017 Group Manager @
- 1994 -1997 Direzione Finanza @
- 1983 -1994 Direzione Finanza @ Banca Provinciale Lombarda Spa
Stefano Bertoli Education
- Università Cattolica del Sacro Cuore
(Programma di Certificazione di Consulente Patrimoniale)
2015-2018 - Imperial College London
Certificate (International Wealth Management)
2008-2008 - Università degli Studi di Milano
(Scienze Politiche)
1980-1982 - Istituto ITC Belotti - Bergamo
Ragioneria (Diploma di ragioneria)
1975-1979 - Bayes Business School
Certificazione EFPA ESG Advisor
2023
Stefano Bertoli Skills
- Project Management
- Strategia Dimpresa
- Trattative
- Investments
- Business plan
- Credit
- Strategy
- Investimenti
- Mercati finanziari
- Strategia di marketing
- Gestione eventi
- Analisi di bilancio
- Private Banking
- Banking
- Titoli a reddito fisso
- Gestione patrimoniale
- Gestione portfolio
- Asset Allocation
- Gestione degli asset
- Banche d'investimento
- Equity
- Patrimoni
- Finanza
- Gestione del rischio
- Wealth Management
- Fixed Income
- Financial Analysis
- Wealth
- Financial Markets
- Portfolio Management
- Asset Management
- Strategic Financial Planning
- Equities
- Investment Banking
Stefano Bertoli Summary
- Stefano Bertoli, based in Bergamo, IT, is currently a Private Banker at Banca Fideuram. Stefano Bertoli brings experience from previous roles at Fideuram Intesa Sanpaolo Private Banking and Intesa Sanpaolo. Stefano Bertoli holds a 2015 - 2018 Università Cattolica del Sacro Cuore. With a robust skill set that includes Project Management, Strategia Dimpresa, Trattative, Investments, Business plan and more. Stefano Bertoli has 3 emails on RocketReach.
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