Nicolas Baeriswyl, Consultant, Trainer & Office Manager
Training of employees in the areas of leadership, finance, wealth Planning, protection topics and sales effectiveness
Assumption of operational school program organization and project management tasks.
Advising companies and individuals on financial planning, pension fund solutions, etc.
Training of employees in the areas of leadership and sales effectiveness.
Project management, organization and coordination of certification program
Financial planner with federal diploma
More than 15 years of experience as a financial planner, specialist in pension fund solutions & wealth planning, at Credit Suisse AG, DC Bank, Elite Office AG, Bank Vontobel AG and
Raiffeisen Switzerland Cooperative
Extensive experience in the areas of financial advice/client relations, adult education, project design & development, market sector management, design & execution of