Vanessa Matheis

Premium
Bachelor of science (Finance), CFP
Mitglied der erweiterten Geschäftsleitung
Employee in München
München
München
Financial services
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Vanessa Matheis's haves

  1. Family Office
  2. Asset-Allocation
  3. Wealth Management
  • Vermögensverwaltung
  • Multi Family Office
  • Immobilien
  • Risikomanagement
  • All 22 haves are only visible to logged-in members.

Vanessa Matheis's wants

  • Austausch zum Thema Vermögensstruktur
  • Austausch zum Thema Family Office
  • Unternehmer-Netzwerk
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Vanessa Matheis's professional experience

1 year
3 months
02/2018 - to present
Mitglied der erweiterten Geschäftsleitung
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Senior Mandantenbetreuerin / Prokuristin
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Mandantenbetreuerin
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Mandantenbetreuerin
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1 year
7 months
11/2010 - 05/2012
stv. Verwaltungsratsmitglied
Sparkasse Karlsruhe
2 years
4 months
02/2010 - 05/2012
Vermögensmanagerin / Private Banking Beraterin
Sparkasse Karlsruhe
Trainee
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Vermögensberaterin
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Vanessa Matheis's educational background

  • 04/2011 - 05/2012
    Frankfurt School of Finance & Management
    Finance, CFP® Certified Financial Planner
    Methodik des Financial Planning, Financial Planning in der Beratungspraxis, strategische Ausrichtungen von Financial Planning, Simulationsfälle und Projektarbeiten
  • 03/2011 - 12/2011
    Frankfurt School of Finance & Management
    Finance, Financial Consultant / EFA European Financial Advisor
    BWL & VWL, Finanzmathematik, steuerliche Grundlagen, Ethik & Standesregeln (FPSB), Financial Planning, Wertpapieranlage & Portfoliomanagement, Beteiligungs- & Immobilienmanagement, Kreditmanagement, Vorsorgemanagement, ganzheitliche Beratung in der Praxis, Nachfolgemanagement
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Vanessa Matheis speaks the following languages:

  • German (First language)
  • English (Fluent)

Vanessa Matheis's interests

  • Literatur
  • Skifahren
  • Golf
  • Reisen
  • Relationshipmanagement
  • Kochen
  • Private Banking Kongress
  • Family Office
  • All 8 interests are only visible to logged-in members.

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