Marco Richter

Inhaber, Vermögensmentor, FINANZ NAVIGATION

München, Germany

Skills

Erfahrung im Wealth Management von Banken insbeson
im
Portfolio Management und in der Ruhestandsplanung
Private Banking
Unternehmensführung

Timeline

Professional experience for Marco Richter

  • Current 2 years and 5 months, since Jan 2022

    Vermögensmentor

    FINANZ NAVIGATION

    Dein Personal Trainer fürs Vermögen

  • Current 3 years and 2 months, since Apr 2021

    Co - Founder und Berater

    wealthpilot GmbH
  • 5 years, Apr 2016 - Mar 2021

    Co - Founder und Geschäftsführer

    wealthpilot GmbH
  • 4 years and 4 months, Dec 2011 - Mar 2016

    Relationship Manager, Abteilungsdirektor im Wealth Management

    Commerzbank AG
  • 2 years, Nov 2009 - Oct 2011

    Senior Vermögensmanager

    Bethmann Bank AG
  • 6 years and 7 months, Apr 2003 - Oct 2009

    Finanzberater - Experte Investments

    Deutsche Bank

  • 6 months, Oct 2002 - Mar 2003

    Vermögensberater

    Advance Bank AG

  • 5 years and 2 months, Aug 1997 - Sep 2002

    Ausbildung zum Bankkaufmann, Assistent der Vermögensberatung

    Sparkasse Mittelmosel

  • 10 months, Sep 2001 - Jun 2002

    Zivildienstleistender als Rettungssanitäter

    Deutsches Rotes Kreuz

Educational background for Marco Richter

  • 1 year and 9 months, Dec 2013 - Aug 2015

    EBS Business School

    Private Real Estate Management (EBS)

  • 1 year and 1 month, Nov 2008 - Nov 2009

    EBS Business School, Finanzakademie

    Certified Financial Planner (CFP)

  • 11 months, Nov 2001 - Sep 2002

    Frankfurt School of Finance and Management, Bankakademie

  • 2 years and 2 months, Sep 1999 - Oct 2001

    Frankfurt School of Finance and Management, Bankakademie

Languages

  • German

    First language

  • English

    Intermediate

Interests

Reisen
Golf
Kunst und Kultur
Ski fahren

Browse over 21 million XING members