Nir Stern
Financial insurance agent & Financial planner at Profit Financial Services - פרופיט שירותים פיננסיים- Claim this Profile
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Bio
Experience
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Profit Financial Services - פרופיט שירותים פיננסיים
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Israel
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Financial Services
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1 - 100 Employee
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Financial insurance agent & Financial planner
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Jul 2023 - Present
Haifa District, Israel
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Owner and CEO
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Jul 2023 - Present
Israel haifa sitrin 15 Married and father of 3 children, owner and CEO of Stern Finance and Insurance Company. Graduated with a bachelor's degree in economics and management with a pension marketing license, over 13 years of experience in the insurance and finance market in Israel. Operates in the marketable and non-marketable investment world. Accompanying my clients through comprehensive financial and pension planning based on their and their family members' needs, goals, and desires. Together we… Show more Married and father of 3 children, owner and CEO of Stern Finance and Insurance Company. Graduated with a bachelor's degree in economics and management with a pension marketing license, over 13 years of experience in the insurance and finance market in Israel. Operates in the marketable and non-marketable investment world. Accompanying my clients through comprehensive financial and pension planning based on their and their family members' needs, goals, and desires. Together we praise the existing capital, and strive to achieve financial freedom and peace of mind. Show less
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Neto Finance | נטו תכנון פיננסי
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Israel
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Financial Services
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1 - 100 Employee
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Pension insurance agent & Financial planner
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Jul 2023 - Jul 2023
Israel
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Administrative Assistant
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Jul 2021 - Jul 2023
Haifa, Israel
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Discount Bank
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United States
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Financial Services
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Personal Banker
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Jan 2016 - Jun 2021
Nesher, Haifa District, Israel provied personal banking servises to the bank customers
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Economist
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Jan 2013 - Dec 2015
hifa • Preparation of business plans, market analysis, feasibility studies, pricing, optimization. • Analyzing financial reports.
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Account Manager
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Dec 2009 - Dec 2012
hifa israel - Preparation of Financial Statements - Handling the payments
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Senior Representative
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2007 - Nov 2009
Israel Operation company's website and sale insurance policies
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Education
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The Max Stern Yezreel Valley College
Bachelor's Degree, economics and management