Marco Berna, Ceo Vim Wealth Management

Marco Berna, Ceo Vim Wealth Management Email and Phone Number

Financial Advice for Italians in the USA @ VIM Wealth Management
Marco Berna, Ceo Vim Wealth Management's Location
Miami, Florida, United States, United States
Marco Berna, Ceo Vim Wealth Management's Contact Details

Marco Berna, Ceo Vim Wealth Management personal email

n/a

Marco Berna, Ceo Vim Wealth Management phone numbers

About Marco Berna, Ceo Vim Wealth Management

We were born in Italy :)So we didn't grow up here learning the American Financial system and we can't ask for advice from our parents, siblings, or friends back in our hometown.I can help you fully understand the American Financial system with all it has to offer, saving you time and money and preparing for today and tomorrow.At VIM Wealth Management we are Fiduciary Financial Advisors, so we work for You, not for a bank or insurance company, which means we can concentrate on the options that truly fit your needs and perform best!I enjoy and focus on working with successful Italian Executives, Professionals, and Business Owners who recognize the worth of sound advice to be more financially successful and to free their time to follow their passions!My focus is on learning about your unique situation to provide you clarity and specific advice, being your resource for any decisions regarding:- Investment (Portfolio construction and diversification to increase returns while minimizing risks and fees)- Retirement (Management of your existing 401k, IRA, Roth IRA and Consolidation of old 401k)- Insurance Protection (Life, Disability, Long Term Care, and for Businesses also Group Health/Vision/Dental Plan)- Financing (Mortgages and Loans)- Estate Planning- Tax Saving Strategiesand since these goals are all interconnected, building an overall optimal Financial Plan to ensure they align with your long-term vision, because Wealth only matters if it can increase your Happiness and help you achieve a Fulfilling Life!I look forward to speaking with you!You are welcome to join our page at: https://www.linkedin.com/company/financial-advice-for-italians-in-the-usaCheck my Licenses and Registration on the Official SEC Government website at: https://adviserinfo.sec.gov/individual/summary/6997915

Marco Berna, Ceo Vim Wealth Management's Current Company Details
VIM Wealth Management

Vim Wealth Management

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Financial Advice for Italians in the USA
Marco Berna, Ceo Vim Wealth Management Work Experience Details
  • Vim Wealth Management
    Chief Executive Officer
    Vim Wealth Management Jun 2023 - Present
    An International firm that offers fully customized and comprehensive financial solutions. Domestic and international clients get access to more extensive and valuable opportunities from public and private markets.Check my Licenses and Registration on the Official SEC Government website at: https://adviserinfo.sec.gov/individual/summary/6997915
    View
  • Merrill Lynch
    Wealth And Investment Advisor
    Merrill Lynch Nov 2022 - May 2023
    New York, Ny, Us
    View
  • Cetera Investment Services Llc
    Wealth Manager
    Cetera Investment Services Llc Mar 2021 - Nov 2022
    St. Cloud, Mn, Us
    View
  • Barnum Financial Group
    Financial Planner
    Barnum Financial Group Nov 2018 - Feb 2021
    Shelton, Connecticut, Us
    View
  • St Giles Hotels New York
    Regional Director Of Sales And Marketing
    St Giles Hotels New York May 2014 - Apr 2017
    London, Gb
    View
  • Nh Jolly Madison Towers Hotel, New York City
    Director Of Sales & Marketing
    Nh Jolly Madison Towers Hotel, New York City Sep 2007 - May 2014
    Madrid, Madrid, Es
    View
  • Jolly Madison Towers Hotel A Boutique 4* Hotel (242 Rooms)
    Conference Manager
    Jolly Madison Towers Hotel A Boutique 4* Hotel (242 Rooms) Mar 2006 - Sep 2007
  • Jolly Madison Towers Hotel, New York City
    Guest Relations Manager
    Jolly Madison Towers Hotel, New York City Jan 2005 - Feb 2006
    It
    View
  • Jolly Madison Towers Hotel, New York City
    Intern
    Jolly Madison Towers Hotel, New York City Jul 2004 - Dec 2004
    It
    View
  • Etasconsult
    Information Technology Manager
    Etasconsult Jan 2001 - Jan 2003

Marco Berna, Ceo Vim Wealth Management Skills

Revenue Analysis Hotel Management Hotels Hospitality Hospitality Management Food And Beverage Hospitality Industry Front Office Yield Management Catering Banquets Marketing Marketing Strategy Budgets Business Development Sales Management International Sales Trade Shows Business Strategy Business Analysis Business Planning Marketing Communications Marketing Management Strategic Planning Forecasting Rooms Division Social Media Marketing Sales Presentations Business Networking Revenue Forecasting Financial Services Investments Wealth Management Business Intelligence It Management Information Technology Budget Strategic Communications Consulting Trend Forecasting Life Insurance Health Insurance Financial Planning Databases Communication Strategic Leadership Finra Hold Series 7 Series 66 Microsoft Powerpoint Resorts Communication Skills Nlp Business Process Improvement Marketing Research Web Design Production Budgeting Pre Opening Tourism

Marco Berna, Ceo Vim Wealth Management Education Details

  • Sapienza Università Di Roma
    Sapienza Università Di Roma
    Business And Economics
  • Spegea - Business School
    Spegea - Business School
    General
  • Anthea International
    Anthea International
    Communication

Frequently Asked Questions about Marco Berna, Ceo Vim Wealth Management

What company does Marco Berna, Ceo Vim Wealth Management work for?

Marco Berna, Ceo Vim Wealth Management works for Vim Wealth Management

What is Marco Berna, Ceo Vim Wealth Management's role at the current company?

Marco Berna, Ceo Vim Wealth Management's current role is Financial Advice for Italians in the USA.

What is Marco Berna, Ceo Vim Wealth Management's email address?

Marco Berna, Ceo Vim Wealth Management's email address is ma****@****art.org

What is Marco Berna, Ceo Vim Wealth Management's direct phone number?

Marco Berna, Ceo Vim Wealth Management's direct phone number is +130585*****

What schools did Marco Berna, Ceo Vim Wealth Management attend?

Marco Berna, Ceo Vim Wealth Management attended Sapienza Università Di Roma, Spegea - Business School, Anthea International.

What are some of Marco Berna, Ceo Vim Wealth Management's interests?

Marco Berna, Ceo Vim Wealth Management has interest in Children, Education, Environment, Arts And Culture, Health.

What skills is Marco Berna, Ceo Vim Wealth Management known for?

Marco Berna, Ceo Vim Wealth Management has skills like Revenue Analysis, Hotel Management, Hotels, Hospitality, Hospitality Management, Food And Beverage, Hospitality Industry, Front Office, Yield Management, Catering, Banquets, Marketing.

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