Walter Marzini

Walter Marzini Email and Phone Number

Advisor and Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer @ WM Advisor Services
Lugano, TI, CH
Walter Marzini's Location
Lugano, Ticino, Switzerland, Switzerland
Walter Marzini's Contact Details

Walter Marzini personal email

About Walter Marzini

Manager with skills in financial and commercial advisory, B2B & B2C, Due Diligence, Compliance and strategic planning.Over 30 years active in the banking and financial sector. Registered in the Register of Advisers according to LSerFI / LFINMA rules.Dynamic approach in analysis and development of customized solutions in different fields of application (commercial, financial and technological).A lot of experience in managing groups of people, project planning, management and acquisition private and corporate customers, financial and credit analysis and problem solving.Tax risk management and capital planning optimization. Financial Coaching and Wealth Planning.SEO Advisor & WEB Designer.

Walter Marzini's Current Company Details
WM Advisor Services

Wm Advisor Services

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Advisor and Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer
Lugano, TI, CH
Website:
wm-as.com
Employees:
1
Walter Marzini Work Experience Details
  • Wm Advisor Services
    Advisor And Financial Planning | Tax Risk Management | Financial Coaching | Trustee | Web Designer
    Wm Advisor Services
    Lugano, Ti, Ch
    View
  • Wm Advisor Services
    Advisor & Financial Planning | Tax Risk Management | Financial Coaching | Trustee | Web Designer
    Wm Advisor Services Sep 2019 - Present
    Lugano (Switzerland)
    Financial Planning | Advisor & Strategic Solutions | Tax Risk Management | Corporate Administration | Compliance & Due Diligence | WEB Designer & SEO
    View
  • Aisec Security Advisory
    Director & Board Member
    Aisec Security Advisory Jan 2023 - Present
    Lugano, Canton Ticino, Svizzera
    View
  • Aisec Sa
    Tax Risk Advisor | Business Consultant | Coo | Compliance | Hr
    Aisec Sa Sep 2020 - Mar 2023
    Lugano, Canton Ticino, Switzerland
    Chief Operation Officer
    View
  • Bco Swiss Family Office
    Relationship Manager
    Bco Swiss Family Office Feb 2020 - Jul 2022
    Lugano, Canton Ticino, Svizzera
    Financial & Tax advisory | Acquisition & development clients
    View
  • Credit Suisse
    Director
    Credit Suisse May 2017 - Apr 2019
    Lugano (Switzerland)
    Senior Relationship Manager HNWI
    View
  • Wmfo Solutions Corp.
    Founder & Ceo
    Wmfo Solutions Corp. Jun 2015 - Apr 2017
    Lugano (Switzerland) - London (Uk) - Dubai (Uae)
    Advice and planning solutions and services of any kind to the person private households, the entrepreneur, the enterprise, the company, legal persons within the family office and wealth management.
  • Bsi Bank
    Senior Vice President
    Bsi Bank Jan 2013 - May 2015
    Lugano (Switzerland)
    Business Developer Private Banking Italy
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  • Bsi Bank
    Vice President
    Bsi Bank Jan 2007 - Dec 2012
    Lugano (Switzerland)
    Head of Personal Banking CH
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  • Banca Unione Di Credito (Buc)
    Vice President
    Banca Unione Di Credito (Buc) Jan 2005 - Dec 2006
    Lugano (Switzerland)
    Head of Retail Banking Switzerland
  • Banca Unione Di Credito (Buc)
    Assistant Vice President
    Banca Unione Di Credito (Buc) Jun 1999 - Dec 2005
    Lugano (Switzerland)
    Relationship Manager for PB and Corporate Clients
  • Credit Suisse
    Relationship Manager For Individual Clients
    Credit Suisse Mar 1998 - Sep 1998
    Lugano (Switzerland)
    View
  • Citibank
    Account Officer For International Pb
    Citibank Feb 1998 - Mar 1998
    Lugano (Switzerland)
    View
  • Ubs
    Bank Employee
    Ubs Aug 1986 - Jan 1998
    Lugano (Switzerland)
    Relationship Manager for individual clients (June 1992 - January 1998)UBS Training “KONA” (January 1991 - May 1992)Assistant private clients (1989-1990)Bank apprenticeship (1986-1989)
    View

Walter Marzini Skills

Banking Investimenti Management Business Development Business Plan Strategia D'impresa Microsoft Office Strategic Planning Business Strategy Relationship Management Gestione Delle Relazioni Gestione Patrimoniale Finanza D'impresa Marketing Project Management Customer Service Leadership Sales Change Management Wealth Management International Banking Services Assistenza Clienti Banche D'investimento Equity Lingua Inglese Gestione Portfolio Financial Planning New Business Development Crediti Commerciali Relazioni Internazionali Affari Internazionali Problem Solving Business Intelligence Troubleshooting Private Banking Gestione Del Rischio Consulenza Manageriale Gestione Degli Asset Analisi Aziendale Strategia Di Marketing Pianificazione Strategica Mercati Finanziari Finanza Strategia Analisi Di Bilancio Imprenditoria Trattative Vendite

Frequently Asked Questions about Walter Marzini

What company does Walter Marzini work for?

Walter Marzini works for Wm Advisor Services

What is Walter Marzini's role at the current company?

Walter Marzini's current role is Advisor and Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer.

What is Walter Marzini's email address?

Walter Marzini's email address is wa****@****ail.com

What are some of Walter Marzini's interests?

Walter Marzini has interest in Produzione E Suonare, Poesia, Barca A Vela, Arts And Culture, Science And Technology, Cucinare, Health, A Livello Dj, Arte, Musica.

What skills is Walter Marzini known for?

Walter Marzini has skills like Banking, Investimenti, Management, Business Development, Business Plan, Strategia D'impresa, Microsoft Office, Strategic Planning, Business Strategy, Relationship Management, Gestione Delle Relazioni, Gestione Patrimoniale.

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