Ivo Blättler, CFA

Co-Founder von finpension | Digitale Vorsorge App | 1e | Säule 3a | Freizügigkeit | Private Wealth at finpension AG
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Lucerne, Lucerne, Switzerland, CH

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2016
    - Nov, 2024

Experience

  • finpension
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder von finpension | Digitale Vorsorge App | 1e | Säule 3a | Freizügigkeit | Private Wealth
      • Aug 2016 - Present

      Co-Founder von finpension | Digitale Vorsorge | 1e | Säule 3a | Freizügigkeit | Private Wealth Co-Founder von finpension | Digitale Vorsorge | 1e | Säule 3a | Freizügigkeit | Private Wealth

  • Reichmuth & Co, Privatbankiers
    • Luzern
    • Portfolio Manager, Kundenverantwortlicher
      • Jan 2013 - Jul 2016

  • Raiffeisenbank Region Stans
    • Kundenberater
      • Aug 2004 - Sep 2012

    • Kaufmännische Ausbildung
      • Aug 2001 - Jul 2004

Education

  • Hochschule Luzern - Wirtschaft
    Bachelor of Business Administration (B.B.A.), Finance and Banking
    2009 - 2012
  • Berufsmittelschule KBZ Luzern
    Berufsmaturität
    2007 - 2009
  • Berufsbidlungszentrum Stans
    Kaufmännischer Angestellter
    2001 - 2004

Community

You need to have a working account to view this content. Click here to join now