Bachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“
WRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht
Lizenzierung Private Banking
,Family,Sport,Wine,Balance,
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.
What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.
I look forward to learning more about you and your goals in a non-binding initial consultation. Show less
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well a ...
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well as various further training courses, I can advise and support you personally and individually. The focus of my work is the customer and their needs. I look forward to hearing from you. Show less
As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...
As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 years of professional experience, I am happy to help you find the best solution. Show less
I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and effici ...
I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and efficiently.
I have been working in the financial services industry since 1990 (major bank and regional bank, insurance). I have very in-depth knowledge in the areas of pensions, investments and financing. As a real estate agent, I was able to acquire the necessary skills in my last job. As an independent financial expert, I advise my customers in a results- and needs-oriented manner. Show less
I want to get to know my clients' individual wishes, goals, and needs.
Thanks to my expertise, reliability, and honesty, I gain their trust.
Trust is ...
I want to get to know my clients' individual wishes, goals, and needs.
Thanks to my expertise, reliability, and honesty, I gain their trust.
Trust is the foundation of a long-term client relationship.
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a bank ...
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a banker, I gained a solid understanding of the various aspects of banking. In my role as a customer advisor for companies, I have been able to continuously expand my expertise in the areas of financing, lending and investment advice. I have successfully supported start-up companies in the implementation of their business plans and helped them make the right financial decisions to promote their growth.
My passion for the field of banking lies not only in the financial industry itself, but also in the opportunity to help customers achieve their financial goals. I value the importance of trust and integrity in the customer relationship and am always committed to offering the best possible solutions that meet the individual needs and goals of my customers. Show less
Hello! I am Marco Senn, customer advisor at Migros Bank in Wil. With over 30 years of experience in the financial sector, I am committed to supporting ...
Hello! I am Marco Senn, customer advisor at Migros Bank in Wil. With over 30 years of experience in the financial sector, I am committed to supporting you with your financial concerns. I am happy to advise you on questions relating to investing, pension provision and financing, among other things.
My professional career began at the Spar- und Leihkasse Wartau-Sevelen, continued through the Raiffeisenbank Bischofszell and brought me to Migros Bank in 2017. These diverse experiences enable me to offer you comprehensive and competent advice.
At Migros Bank, we are proud to be accessible, practical and committed - values that I live by every day in my work. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs.
In my free time, I enjoy hiking in nature and immersing myself in exciting books. These hobbies help me clear my head and gain new perspectives that I like to incorporate into my work.
I look forward to getting to know you and working with you on your financial goals. Don't hesitate to contact me - I'm always here for you! Show less
My name is Matthias Vogel. I have been in the financial industry for 25 years. During this time, I have developed a profound understanding of the mark ...
My name is Matthias Vogel. I have been in the financial industry for 25 years. During this time, I have developed a profound understanding of the markets and the needs of my customers.
As a certified IAF asset manager/financial advisor and qualified IAF fund advisor, I have the qualifications to provide you with competent, individual advice.
Comprehensive market knowledge: I am familiar with current developments in the financial markets and know how I can use them for you.
Empathy and patience: I take time for your questions and concerns and provide you with continuous support. Show less
I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the qua ...
I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the quality that you deserve.
I have sufficient experience, especially in the areas of taxes, pension planning, marriage and inheritance contracts, pension planning, and all personal insurance, which will benefit you. I can also help you with the following topics: - cohabitation agreements, wills with or without legacies, provision for your beloved pet, living wills, help in finding new home financing.
In short, I am your partner for all things financial. Show less
Fee-based consulting
