Marcel Plum
Selbstständig, Speaker | Mentor | Coach, Marcel Plum Intercultural Coaching
Aachen, Germany
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About me
As the CEO and Founder of German Sherpa, I am passionate about empowering English-speaking expats in Germany with tailored financial advice and services. My expertise spans insurance, investment, and finance solutions, including home loans and real estate capital investments for passive income. In addition to being an intercultural coach, mentor, and speaker, I take pride in my role as a trainer at the German Sherpa Expat Academy. Here, I share my knowledge and experience with junior consultants, ensuring top-quality advice for our international clients. At German Sherpa, our team is dedicated to unlocking your global potential and creating a financially secure future for you and your family in Germany. Let's connect and explore how German Sherpa can support you in achieving your financial goals, while also benefiting from my intercultural coaching and mentorship.
Timeline
Professional experience for Marcel Plum
Current 7 years, since Nov 2016
Wirtschaftsberater | Senior Financial Consultant for Expats | Bankkaufmann (IHK)
Swiss Life Select DeutschlandLeitung des Büros in Aachen / Frankenberger Viertel Leitung des deutschlandweiten Expat Teams Senior Spezialist für Expat Beratung (Schwerpunkt Immobilien, Altersvorsorge und Private Krankenversicherung) Englischsprachige Finanzberatung Ausbildungsbetrieb der IHK Aachen § 34c GewO erteilt Ordnungsamt Stadt Düsseldorf § 34d, §34f, §34i erteilt IHK Aachen
Current 8 years and 3 months, since Aug 2015
CEO
German Sherpa | Financial Consulting for Expats in Germany
WHAT I DO I provide free Seminars "Financial Consulting for English speaking Expats in Germany". Together with my team I find the right Insurance, Investment & Finance solutions for you. I provide solutions from more than 150 Product partners and over 420 banks for homeloans. QUESTIONS I ANSWER: What are the mandatory insurance I need in Germany, what are the best providers ? How can I reduce my taxes and increase my net salary ? What are the best investment options, how can I optimize my investments?
Current 8 years and 3 months, since Aug 2015
Speaker | Mentor | Coach
Marcel Plum Intercultural Coaching
EXCLUSIVE BUSINESS COACH, STRATEGIST AND INTERCULTURAL EXPERT.
5 years and 3 months, Jun 2010 - Aug 2015
CEO
Equintus Immobilien
Konzeption, Gründung, Auf- und Ausbau einer Immobilienberatungsfirma mit mehreren Mitarbeitern im Bereich B2B und B2C. Anbieter effizienter und innovativer Immobilienlösungen für unsere internationalen Kunden.
3 years, Nov 2009 - Oct 2012
Projektmanager (TDG) - Projektorganisation Operations
TARGO Dienstleistungs GmbH / TARGOBANK
Koordination, Planung und Steuerung strategischer Projekte im Rahmen des Route Mutuelle Programm Managements in der TDG.
1 year and 10 months, Jan 2008 - Oct 2009
Abteilungsleiter / Prokurist
Citibank Privatkunden AG & Co.KGaA
Abteilungsleiter und Prokurist / Head of Sales EBS CRM / Frontend & SSB
6 months, Jul 2007 - Dec 2007
Abteilungsleiter Sales
Citibank Privatkunden AG & Co.KGaA
Leitung der Abteilung EBS CRM / Frontend & SSB
1 year, Jul 2006 - Jun 2007
Teamleiter Sales
Citibank Privatkunden AG & Co.KGaA
Leitung des Teams EBS CRM & Frontend
1 year and 4 months, Mar 2005 - Jun 2006
Senior Projektmanager Sales
Citibank Privatkunden AG & Co.KGaA
2 years and 8 months, Jul 2002 - Feb 2005
Projektmanager Sales
Citibank Privatkunden AG & Co.KGaA
IT Projekte für den Vertrieb Neugestaltung und Konzeptionierung des Customer Queue Management Tools Mitarbeit bei der CRM Initiative
2 years and 8 months, Nov 1999 - Jun 2002
Financial Consultant
Citibank Privatkunden AG & Co.KGaA
3 years and 8 months, Mar 1996 - Oct 1999
Kundenberater
VR-Bank eG
9 months, Jun 1995 - Feb 1996
Finanzanwärter
Finanzverwaltung NRW
Educational background for Marcel Plum
1998 - 2003
Betriebswirtschaftslehre, Volkswirtschaftslehre, Wirtschaftsrecht
VWA Aachen
1995 - 1996
Steuerrecht
FHF Nordkirchen
Languages
German
First language
English
Fluent
French
Basic