Marc Nanny

Berufserfahrung von Marc Nanny

• Bis heute 10 Jahre und 7 Monate, seit Nov. 2013

  Independent Financial Advisor

  Nanny Consulting

• 1 Jahr und 6 Monate, Mai 2012 - Okt. 2013

  Senior Private Banker

  CMB Compagnie Monégasque de Banque, Monaco

• 3 Jahre und 8 Monate, 2010 - Aug. 2013

  EPOA Representative Office Manager Switzerland

  EPOA Kontaktbüro Switzerland

  Accountable for the realisation for all kinds of EPOA-projects in Switzerland. Exclusive appropriate contact person for all requests, tenders and projects in this economic area. EPOA - European Public Organisations Association EWIV * EEIG *GEIE,

• 1 Jahr und 6 Monate, Nov. 2010 - Apr. 2012

  Senior Private Banker

  Union Bancaire Privée (UBP SA) (ex ABN AMRO NV Switzerland)

  Private Banking / Wealth Management for Jewish Community

• 7 Monate, Juli 2009 - 2010

  Managing Partner / Freelancer

  Optimex Financial Services Ltd

  Optimex Financial Services Ltd. a Swiss based provider of strategic advices and personal services, gives you access to all the essential coordination benefits of an independent and dedicated Multi Client Family Office • Personal service will define all aspects of your relationship with us. Whatever your needs, Optimex Financial Services will support your unique objectives.

• 4 Jahre und 6 Monate, Nov. 2004 - Apr. 2009

  Director / Representative

  UBS AG

  - ability to identify and develop new biz opportunities for HNW/KC -integration into local biz network and the ability to function internationally - being able to work in a culturally diverse environment

• 2 Jahre, Nov. 2002 - Okt. 2004

  Director / Senior Client Advisor HNWI Israel Desk

  UBS AG

  -advising, retaining and acquiring current Israeli private clients - create new and strengthen existing private banking relationships - serve private clients competently and market value added products - ongoing visiting clients in Israel to examine and verify their needs and possibly adjust investment strategy

• 4 Jahre und 8 Monate, März 1998 - Okt. 2002

  Financial Advisor

  Credit Suisse

  - developing my own book - advising, retaining and acquiring current Israeli private clients - biz trip to Israel

• 12 Jahre und 2 Monate, Jan. 1986 - Feb. 1998

  various

  Credit Suisse

  - payment department in Zurich - securities department in Zurich - trainee Private Banking in Gibraltar - securities department in Zurich - securities department in Geneva - securities counter in Zurich - assistant to a finanical advisor at the Israel HNWI desk