Stephane Mercier Email
Advice Review Case Manager @ ANZ
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Stephane Mercier Location
- Sydney, NSW, AU
Stephane Mercier Work
- 2019 -now Advice Review Case Manager @
- 2016 -2019 Senior Consultant @
- 2016 -2016 Advice Assessment Associate @
- 2014 -2015 Senior Private Client Advisor @
- 2012 -2013 Head Client Management SME Geneva and Associate Director @
- 2011 -2012 Business Management Officer - Corporate and Institutional Clients @
- 2008 -2011 Private Client Advisor @
- 2006 -2008 Insurance Advisor @
- 2005 -2006 Financial Advisor @
Stephane Mercier Education
- Monarch Institute (online)
Advanced Diploma of Financial Planning (RG 146) (Financial Planning and Services)
2015-2015 - UBS SA
Corporate Banker Certification (Corporate Banking)
2013-2013 - Haute Ecole d’Ingénierie et de Gestion du canton de Vaud (HEIG-VD)
Bachelor of Science HES-SO in Business & Administration (Economics, Corporate Economist)
2007-2012 - Centre Professionnel du Nord Vaudois (CPNV)
Electronics engineer Federal VET Diploma + technical Baccalaureate (Electronics)
2001-2004
Stephane Mercier Skills
- Services financiers
- Investissements
- Gestion des risques
- Gestion de portefeuille
- Gestion de patrimoine
- Finance
- Conseil financier
- Banque
- Management
- Finance d'entreprise
- Wealth Management
- Investments
- Risk Management
- Portfolio Management
- Banking
Stephane Mercier Summary
- Stephane Mercier, based in Sydney, NSW, AU, is currently a Advice Review Case Manager at ANZ. Stephane Mercier brings experience from previous roles at KPMG Australia, Migros Bank / Banque Migros / Banca Migros and UBS. Stephane Mercier holds a 2015 - 2015 Advanced Diploma of Financial Planning (RG 146) in Financial Planning and Services @ Monarch Institute (online). With a robust skill set that includes Services financiers, Investissements, Gestion des risques, Gestion de portefeuille, Gestion de patrimoine and more. Stephane Mercier has 2 emails on RocketReach.
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