Vorstand
Current
Dec 2019 - Present
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Stephan Simon Email & Phone Number
Vorstand bei VERMÖGENSKULTUR AG
at
VERMÖGENSKULTUR AG
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Current company
Role
Vorstand bei VERMÖGENSKULTUR AG
Location
Greater Munich Metropolitan Area, Germany, Germany
Who is Stephan Simon? Overview
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Quick answer
Stephan Simon is listed as Vorstand bei VERMÖGENSKULTUR AG at VERMÖGENSKULTUR AG, based in Greater Munich Metropolitan Area, Germany, Germany. AeroLeads shows a matched LinkedIn profile for Stephan Simon.
Stephan Simon previously worked as Vorstand at Vermögenskultur Ag and Leiter Portfolio-Management at Vermögenskultur Ag. Stephan Simon holds Ciwm, Cefm, Portfoliomanagement, Wealth Management, 0,9 from Dvfa Frankfurt/M..
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VERMÖGENSKULTUR AG
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Profile bio
About Stephan Simon
Geboren 1963 in München, Bankausbildung bei der Dresdner Bank AG, verschiedene Positionen in der Dresdner Bank AG (später Commerzbank AG), zuletzt Leiter Portfoliomanagement Region Bayern, Senior Portfoliomanager, Fondsadviser.Verschiedene Fachausbildungen mit Titeln als Betriebswirt (VWA), CIWM (Certified International Wealth Manager), CeFM (Certified Financial Manager).Seit April 2011 als Leiter Portfoliomanagement bei der VERMÖGENSKULTUR AG, Partner, Prokurist seit 2016.In dieser Funktion verantwortlich für die Entwicklung und Umsetzung von Investment- und Anlagestrategien unter Berücksichtigung aller regulatorischer Anforderungen.Als klassischer Vermögensverwalter betreut die VERMÖGENSKULTUR AG aktiv die Wertpapiervermögen ihrer Mandanten. Die Depots verwalten wir nach einem langjährig erfolgreichen Ansatz und verfolgen dabei immer als oberstes Ziel den nachhaltigen Anlageerfolg.
Listed skills include Microsoft Excel, Asset Management, Portfoliomanagement, Investmentstrategien, and 1 others.
Current workplace
Stephan Simon's current company
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5 roles
Stephan Simon work experience
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Leiter Portfolio-Management
Current
Apr 2011 - Present
Leiter Portfolio-Management (Region Bayern) - Abteilungsdirektor
Commerzbank Ag
Dec 1999 - Mar 2011
Vermögensberater, Wertpapierspezialist
Dresdner Bank Ag
Sep 1994 - Dec 1999
Banklehre, Danach Kundenbetreuer Und Innenleiter
Dresdner Bank Ag
Sep 1988 - Sep 1994
2 education records
Stephan Simon education
Ciwm, Cefm, Portfoliomanagement, Wealth Management, 0,9
Dvfa Frankfurt/M.
Betriebswirt (Vwa), Betriebswirtschaft
FAQ
Frequently asked questions about Stephan Simon
Quick answers generated from the profile data available on this page.
What company does Stephan Simon work for?
Stephan Simon works for VERMÖGENSKULTUR AG.
What is Stephan Simon's role at VERMÖGENSKULTUR AG?
Stephan Simon is listed as Vorstand bei VERMÖGENSKULTUR AG at VERMÖGENSKULTUR AG.
Where is Stephan Simon based?
Stephan Simon is based in Greater Munich Metropolitan Area, Germany, Germany while working with VERMÖGENSKULTUR AG.
What companies has Stephan Simon worked for?
Stephan Simon has worked for Vermögenskultur Ag, Commerzbank Ag, and Dresdner Bank Ag.
How can I contact Stephan Simon?
You can use AeroLeads to view verified contact signals for Stephan Simon at VERMÖGENSKULTUR AG, including work email, phone, and LinkedIn data when available.
What schools did Stephan Simon attend?
Stephan Simon holds Ciwm, Cefm, Portfoliomanagement, Wealth Management, 0,9 from Dvfa Frankfurt/M..
What skills is Stephan Simon known for?
Stephan Simon is listed with skills including Microsoft Excel, Asset Management, Portfoliomanagement, Investmentstrategien, and Mifid Ii.
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