Marco Richter

Premium
Geschäftsführer
Shareholder in München
München
München
Internet and IT
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Marco Richter's skills

  • Portfolio Management und in der Ruhestandsplanung
  • Unternehmensführung
  • Erfahrung im Wealth Management von Banken insbesondere in der Finanzplanung
  • Private Banking
  • im
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Marco Richter's wants

  • Portfolio Management
  • Ruhestandsplanung
  • Kontakte im Private Banking & Private Wealth Management
  • Erfahrungsaustausch im Bereich Finanzplanung
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Marco Richter's professional experience

4 years
5 months
04/2016 - to present
Geschäftsführer
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Relationship Manager, Abteilungsdirektor im Wealth Management
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2 years
11/2009 - 10/2011
Senior Vermögensmanager
6 years
7 months
04/2003 - 10/2009
Finanzberater - Experte Investments
Vermögensberater
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Ausbildung zum Bankkaufmann, Assistent der Vermögensberatung
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Zivildienstleistender als Rettungssanitäter
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Marco Richter's educational background

  • 12/2013 - 08/2015
    EBS Business School
    Master in Wealth Management (MA)
    Private Real Estate Management (EBS)
  • 11/2008 - 11/2009
    EBS Business School, Finanzakademie
    Finanzökonom (EBS), Financial Consultant (EBS)
    Certified Financial Planner (CFP)
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Marco Richter speaks the following languages:

  • German (First language)
  • English (Good knowledge)

Marco Richter's interests

  • Ski fahren
  • Kunst und Kultur
  • Golf
  • Reisen
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