Marc Janson Cfp Email & Phone Number

Naarden, Nh, Nl

Driebergen-Rijsenburg, Utrecht, Nederland

I work as an Investor Relationship Manager for Triodos Investment Management. Within the Business Development and Investor Relations team I am responsible for wholesale and institutional clients. Triodos Investment Management is a leader in impact investing for private and institutional investors with direct investments in Europe and in frontier markets. Combining impact and financial objectives, fund focus areas are private projects in renewable energy, food and agriculture, financial inclusion and listed companies with above-average ESG performance.

Amsterdam-Zuidoost, Provincie Noord-Holland, Nederland

Interim assignment. Department Risk & Quality; Team Quality Management Investments. Responsible for the analysis and quality improvement of investment proposals produced by personal bankers.

’S-Hertogenbosch, Provincie Noord-Brabant, Nederland

Interim assignment. Account management for private banking clients.

Amsterdam Area, Netherlands

As a Senior Financial Planner at Rabo Schretlen Asset Management my goal was to give HNWI insight in their current and future financial situation and help them choose the right solutions with regard to their income and wealth planning. Through financial planning advice I helped my clients to achieve their financial goals in life.

Interim assignment. Restructuring loans of private clients.

Naarden

Independent financial planning advice to private individuals (such as: HNWIs, entrepreneurs, independent professionals, employees and expats). Interim assignments (specific projects or interim jobs) for financial institutions (banks and insurance companies).

Utrecht Area, Netherlands

Interim assignment. Advice on tax compliance issues related to mortgage loans of private clients.

Naarden

Financial planning and investment consulting for private clients (such as: HNWIs, entrepreneurs, independent professionals, employees and expats)

Financial planning and investment advice to expats working and living in the Middle East.

Acquisition and relationship management for high net worth individuals, business professionals, entrepreneurs and management executives.

Rotterdam Area, Netherlands

Acquisition, relationship management, financial planning and strategic policy making.

Amsterdam Area, Netherlands

Management of a team of private bankers and assistants, acquisition, relationship management and strategic policy making.

Supervision and coaching of relationship managers, responsibility for drawing up team and account plans, organization of client events and contribution to strategic policy making.Acquisition and relationship management for high net worth individuals, business professionals, entrepreneurs and management executives.

Rotterdam Area, Netherlands

Acquisition and relationship management for high net worth individuals, business professionals, entrepreneurs and management executives.

The Hague Area, Netherlands

Setting up a financial planning advisory desk as part of the tax practice. Financial planning for high net worth individuals, entrepreneurs and management executives.

Utrecht Area, Netherlands

Financial planning and relationship management for entrepreneurs and business professionals.

Utrecht Area, Netherlands

Analysis of credit proposals and credit risk management. Responsability for a large credit portfolio of wholesale and private clients. Reporting of the decision making in the credit committee.

Master, Master In Financial Planning

Master, Law

Activities and Societies: Rotterdamsch Studenten Corps