
"With passion and expertise, I will work with you to create financial success stories - your personal path to tailor-made solutions and sustainable growth."
With over 30 years of experience in the financial sector, I bring a wide range of expertise. I have currently been working as Vice Director and Senior Customer Advisor at LEGATO Vermögensmanagement AG in Bern since October 2021.
Before that, I honed my skills as a Senior Relationship Manager (Director) at a major bank, where I worked on the entrepreneur desk and had a clear focus on the medical industry. This role further deepened my expertise in supporting entrepreneurs and executives. My professional path is characterized by a continuous pursuit of further training and customer-oriented innovation.
With a deeply rooted service orientation, I have continuously expanded my expertise in the financial sector and look forward to working for my customers in the future!
Qualifications
Relevant Diplomas
Certified Board Member - Rochester-Bern Executive Programs, 2023
Foundation Board Expertise - Rochester-Bern Executive Programs, 2023
Finanzplanerin mit eidg. Fachausweis, 2006
Language(s) in counseling
Deutsch
Relevant memberships
Verband Schweizerischer Vermögensverwalter VSV
FINMA unterstellt
Topics:
Financial Planning
Invest money
Receive a pension or capital
Pension fund buy-in, is it worthwhile?
Save taxes in retirement
Settle an inheritance
Donate an inheritance
Second opinion
Second opinion on retirement plan
Advance on inheritance
Invest vested benefits funds
Financial independence
Assess the overall financial situation

Evaluation
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