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RA
Roberto Andreoli
Sounding Board member at Associazione Svizzera di Gestori patrimoniali (ASG)
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Location
Lugano, Ticino, Switzerland, CH
Skills
- Wealth Management And Compliance
- Management
- Mercati Finanziari
- Banking
- Financial Regulation And Compliance
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Bio
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Experience
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Associazione Svizzera di Gestori patrimoniali (ASG)
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Lugano, Canton Ticino, Svizzera
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Sounding Board member
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Mar 2023 - Present
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Lugano, Canton Ticino, Svizzera
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Switzerland
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Investment Management
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1 - 100 Employee
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Managing Director - Chief Compliance Officer
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Oct 2021 - Present
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Chief Business Development Officer - Segretario CdA
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May 2018 - Present
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Chief Compliance Officer
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Jan 2012 - Apr 2018
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Head Of Operations
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Jan 2007 - Dec 2011
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Responsabile BO Clienti Gestioni Patrimoniali Individuali
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2001 - Dec 2006
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Education
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1994 - 1999Università Cattolica del Sacro Cuore
Laurea Magistrale LM in Scienze Bancarie, Finanziarie ed Assicurative, Scienze bancarie, finanziarie e assicurative - Spec. Intermediari Finanziari -
2022 - 2023
Università degli Studi dell'Insubria
Corso di Master Universitario di 2° livello-CMU2, Economics -
1990 - 1994
Istituto Tecnico Commerciale F. Daverio - Varese
Diploma ITC -
Conservatorio G. Verdi, Milano
Oboe -
Liceo Musicale, Varese
Oboe
Suggested Services
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Industry Focus. “Financial Services”
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