Marcel Plum

FINANCIAL CONSULTATION FOR EXPATS IN GERMANY - WE KNOW HOW IT FEELS TO BE EXPAT

Selbstständig, Speaker | Mentor | Coach, Marcel Plum Intercultural Coaching

Aachen, Germany

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.

Skills

Finanzberatung für Expats
Financial Consulting for Expats
Financial Planning
Kapitalanlage
Immobilien
Immobilienfinanzierung
Persönliche Entwicklung
Unternehmensberatung
Sportsponsoring
Finanzierungen
Betriebliche Altersvorsorge
Beratung Private Krankenversicherung für Expats
Wirtschaftsberatung
Customer-Relationship-Management
Versicherung
Finanzdienstleistungen
Mentoring
Strategieberatung
Management
Coaching
Denken in Lösungen
Führung

Timeline

Professional experience for Marcel Plum

  • Current 7 years and 9 months, since Nov 2016

    Wirtschaftsberater | Senior Financial Consultant for Expats | Bankkaufmann (IHK)

    Swiss Life Select Deutschland

    Leitung 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 9 years, 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 9 years, 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

Interests

Familie
Freunde
Fotografieren
Musik
Poker
Kochen
Reisen
Fortuna Düsseldorf
Ladies in Black

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