AeroLeads people directory · profile
Walter Marzini Email & Phone Number
Advisor and Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer
at
WM Advisor Services
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 86%
Current company
Role
Advisor and Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer
Location
Lugano, Ticino, Switzerland
Company size
Who is Walter Marzini? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Walter Marzini is listed as Advisor and Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer at WM Advisor Services, a company with 1 employees, based in Lugano, Ticino, Switzerland. AeroLeads shows a matched LinkedIn profile for Walter Marzini.
Walter Marzini previously worked as Advisor & Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer at Wm Advisor Services and Director & Board Member at Aisec Security Advisory.
Company email context
Email format at WM Advisor Services
This section adds company-level context without repeating Walter Marzini's masked contact details.
WM Advisor Services
Review company-level records connected to Walter Marzini before choosing the right outreach path.
Profile bio
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.
Listed skills include Banking, Investimenti, Management, Business Development, and 44 others.
Current workplace
Walter Marzini's current company
Company context helps verify the profile and gives searchers a useful next step.
Wm Advisor Services
14 roles
Walter Marzini work experience
A career timeline built from the work history available for this profile.
Advisor & Financial Planning | Tax Risk Management | Financial Coaching | Trustee | Web Designer
CurrentFinancial Planning | Advisor & Strategic Solutions | Tax Risk Management | Corporate Administration | Compliance & Due Diligence | WEB Designer & SEO
Sep 2019 - Present
Director & Board Member
Current
Jan 2023 - Present
Sep 2020 - Mar 2023
Relationship Manager
Financial & Tax advisory | Acquisition & development clients
Feb 2020 - Jul 2022
May 2017 - Apr 2019
Founder & Ceo
Wmfo Solutions Corp.
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.
Jun 2015 - Apr 2017
Jan 2013 - May 2015
Jan 2007 - Dec 2012
Vice President
Banca Unione Di Credito (Buc)
Head of Retail Banking Switzerland
Jan 2005 - Dec 2006
Assistant Vice President
Banca Unione Di Credito (Buc)
Relationship Manager for PB and Corporate Clients
Jun 1999 - Dec 2005
Relationship Manager For Individual Clients
Mar 1998 - Sep 1998
Account Officer For International Pb
Feb 1998 - Mar 1998
Bank Employee
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)
Aug 1986 - Jan 1998
FAQ
Frequently asked questions about Walter Marzini
Quick answers generated from the profile data available on this page.
What company does Walter Marzini work for?
Walter Marzini works for WM Advisor Services.
What is Walter Marzini's role at WM Advisor Services?
Walter Marzini is listed as Advisor and Financial Planning | Tax Risk Management | Financial Coaching | Trustee | WEB Designer at WM Advisor Services.
Where is Walter Marzini based?
Walter Marzini is based in Lugano, Ticino, Switzerland while working with WM Advisor Services.
What companies has Walter Marzini worked for?
Walter Marzini has worked for Wm Advisor Services, Aisec Security Advisory, Aisec Sa, Bco Swiss Family Office, and Credit Suisse.
How can I contact Walter Marzini?
You can use AeroLeads to view verified contact signals for Walter Marzini at WM Advisor Services, including work email, phone, and LinkedIn data when available.
What skills is Walter Marzini known for?
Walter Marzini is listed with skills including Banking, Investimenti, Management, Business Development, Business Plan, Strategia D'Impresa, Microsoft Office, and Strategic Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Walter Marzini you were looking for.
View similar profiles
