Julien Serra

Julien Serra Email and Phone Number

Co-Founder and Managing Director @ Creseide SA
Geneva, Switzerland
Julien Serra's Location
Geneva, Geneva, Switzerland, Switzerland
About Julien Serra

Co-Founder of Creseide SA, a Swiss independant family office dedicated to sophisticated clients.17 years in wealth management as a client advisor and senior private banker in charge of a large portfolio of high-net-worth clients.Chief Financial Officer of a commodity trading company specialized in precious metals.PROFESSIONAL SKILLS: - Finance - Investment Strategy - Alternative Investments - Cash Management - Regulatory Compliance PERSONAL SKILLS - Customer focus - Continuous learning - High energy - Drive for result - Strategic project leader

Julien Serra's Current Company Details
Creseide SA

Creseide Sa

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Co-Founder and Managing Director
Geneva, Switzerland
Employees:
1
Julien Serra Work Experience Details
  • Creseide Sa
    Co-Founder And Managing Director
    Creseide Sa
    Geneva, Switzerland
    View
  • Creseide Sa
    Co-Founder & Managing Director
    Creseide Sa Jul 2017 - Present
    Genève, Suisse
    Senior client advisor for sophisticated coorporate and private clients.
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  • Ocim
    Chief Financial Officer
    Ocim Jun 2018 - Apr 2022
    Chief Financial officer for a commodity trading and financier company focused on gold, silver and platinum metals.
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  • Ubs
    Director
    Ubs Jan 2010 - Jun 2017
    Geneve
    Relationship Manager and Senior Investment Advisor for High Net Worth French clients.
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  • Ubs
    Associate Director
    Ubs Jan 2007 - Jan 2010
    Genève, Suisse
    Relationship Manager for the Key clients
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  • Ubs
    Assistant Risk Control Officer
    Ubs Sep 2005 - Jul 2006
    Monaco, Monaco, Monaco
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Julien Serra Education Details

Frequently Asked Questions about Julien Serra

What company does Julien Serra work for?

Julien Serra works for Creseide Sa

What is Julien Serra's role at the current company?

Julien Serra's current role is Co-Founder and Managing Director.

What schools did Julien Serra attend?

Julien Serra attended Ubs Wealth Management, Ubs, Ubs, Skema Business School.

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