Karin Strebel
Spezialistin Finanz- und Pensionsberatung bei Zürich Versicherungs-Gesellschaft AG at Zurich, Generalagentur Vincenzo Centolanza- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Berikon, Aargau, Switzerland, CH
Languages
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Deutsch Native or bilingual proficiency
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Englisch Professional working proficiency
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Französisch Limited working proficiency
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Credentials
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PowerPoint - Grundlagen
Digicomp Academy AGApr, 2017- Nov, 2024 -
Certificate Bussiness Language Course
St. Giles International Language Centres, VancouverAug, 2010- Nov, 2024 -
Sprachdiplom First Certificate in English (FCE)
University of Cambridge ESOL Ecaminations English for Speakers of other LanguagesSep, 2005- Nov, 2024 -
Alliance Française
Association reconnue d'utilité publique, ParisJan, 1996- Nov, 2024
Experience
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Zurich, Generalagentur Vincenzo Centolanza
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Switzerland
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Insurance
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1 - 100 Employee
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Spezialistin Finanz- und Pensionsberatung bei Zürich Versicherungs-Gesellschaft AG
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Jan 2021 - Present
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Generali
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Insurance
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700 & Above Employee
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Finanzplanerin mit eidg. FA - Spezialistin Pensionsplanung
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Jul 2017 - 2020
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Client Advisor Wealth Management International, Germany North Affluent
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Aug 2008 - Jun 2017
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Client Advisor Wealth Management CH
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Feb 2007 - Aug 2008
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Client Advisor Privatkunden Individual
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Sep 2000 - Feb 2007
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Client Advisor Privatkunden Basis
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Apr 2000 - Aug 2000
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Kundenberaterin
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Jan 1997 - Feb 2000
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Bankangestellte (Stage)
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Nov 1995 - Dec 1996
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Bankausbildung mit 3 Monatiger Arbeitsverlängerung
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Aug 1992 - Nov 1995
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Education
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Hochschule für Wirtschaft Zürich HWZ
CAS Senior Financial Consultant -
Frankfurt School of Finance & Management
EFPA European Financial Advisor EFA -
IfFP Institut für Finanzplanung, Wettingen
Finanzplaner mit eidgen. Fachausweis -
SAQ Swiss Association for Quality
Certified Wealth Management Advisor CWMA -
Kaufmännische Berufsschule Wohlen
Kaufmännische Angestellte
Community
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