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Nicolas Sartoretti, CFA

Nicolas Sartoretti, CFA

Followers of Nicolas Sartoretti, CFA316 followers
location of Nicolas Sartoretti, CFAGeneva, Geneva, Switzerland

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  • Timeline

  • About me

    Senior Client Relationship Manager

  • Education

    • HEG

      2021 - 2021
      CAS Sustainable Finance

  • Experience

    • UBS

      Nov 2004 - Aug 2007

      Corporate clients - Real Estate Fixed income cash & structuredEquity structuredHedge funds

      • Relationship Manager

        Jun 2006 - Aug 2007

      • Sales products specialist

        Nov 2004 - Jun 2006

    • HSBC

      Jul 2008 - Apr 2013
      Senior Investment Advisor

      Cross asset classes strategic & tactical advisory

    • Julius Baer

      Nov 2013 - Apr 2020
      Senior Client Relationship Manager

    • Lombard Odier Group

      Apr 2020 - now
      Senior Client Relationship Manager

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2008