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Fabienne Servalli

Fabienne Servalli

Intern

location of Fabienne ServalliSwitzerland

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  • Timeline

  • About me

    Entrepreneur | Team Manager & Wealth Planner Coach | Certified IAF

  • Education

    • Villa erica

      -
      Languages english, german and french

    • SCC

      2006 - 2010
      Diploma business and languages

    • British Study Centres

      2011 - 2011
      IELTS english language

    • SFIVET

      2021 - 2021
      Diploma of Education Adult and Continuing Education and Teaching

      Activities and Societies: Certificato FSEA come formatrice per adulti https://www.suffp.swiss/

    • Heriot-Watt University

      2011 - 2013
      Degree in Business Administration and Finance Business and Finance

    • Centro Studi Villa Negroni

      -
      Consulente Finanziario diplomato IAF Finance

    • USI Università della Svizzera italiana

      2019 - 2021
      Master of Science in Economics Economics

      My Thesis: Swiss Pension System and retirement decisions:What drives individual's decision on whether to take annuity or lump sum?

    • Centro Studi Villa Negroni

      2016 -
      IAF Financial Consulting

    • Swiss Federal University for Vocational Education and Training EHB HEFP SUFFP SFUVET

      2021 -
      FSEA

  • Experience

    • Agie Charmilles

      Jun 2012 - Jul 2012
      Intern

    • Carter Jonas

      Sept 2012 - Jul 2013
      Sales and Lettings Administrator

    • SCC, Scuole professionali Ticino, Liceo

      Sept 2015 - now
      Economics Teacher

      Docente supplente di economia

    • SwissLife Select

      Nov 2015 - May 2021

      Financial Advisor

      • Financial Planning Consultant

        Jan 2013 - May 2021

      • Team Leader & Trainer

        Nov 2015 - Jan 2019

    • Liceo Lugano

      Jan 2020 - Sept 2020
      Economics & Law Teacher

    • Visana Krankenversicherung

      Jan 2022 - Jun 2023
      Head of agency | Developer of the Ticino region

    • Consulenza Patrimoniale Svizzera

      Jun 2023 - now
      Team Manager | Wealth Planner & Coach

  • Licenses & Certifications

    • IAF Consulente Finanziaria

      Swiss Financial Market Supervisory Authority FINMA
      Nov 2016
      View certificate certificate

    • FSEA1 Formatrice per adulti

      Swiss Federal University for Vocational Education and Training EHB HEFP SUFFP SFUVET
      Sept 2021