Maria Roumy
By reason of my international multi-cultural background, I bring a unique perspective to both the wealth management industry... | Switzerland
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Maria Roumy’s Emails ma****@wm****.ch
Maria Roumy’s Phone Numbers No phone number available.
Social Media
Maria Roumy’s Location Switzerland
Maria Roumy’s Expertise By reason of my international multi-cultural background, I bring a unique perspective to both the wealth management industry and my client relationships. Through my extensive experience in the finance industry, I advise global high net worth clients with respect to their wealth and investment planning. Key skills: ⧈ Advises High Net Worth and Ultra High Net Worth Individuals. ⧈ Exceeds goals and metrics enthusiastically. ⧈ Bespoke wealth and investment solutions. ⧈ Grows each client relationship and acquire multi-generational wealth. With a carefully curated network, I collaborate with highly matrixed organizations, consult with peers, executives, compliance experts, suppliers, associates & team leaders. Contact me as follows: 📧 [email protected] 🌐 wmcapital.ch Specialties: Private Wealth Management Investment Strategy Financing
Maria Roumy’s Current Industry Wm Capital
Maria
Roumy’s Prior Industry
Wm Capital
|
Credit Foncier
|
Merrill Lynch
|
Societe Generale Private Banking
|
Bsi Bank
|
A And M Global Family Office
|
Residence Domitia
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Work Experience
Wm Capital
Founder & Director
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Residence Domitia
Director
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
A And M Global Family Office
Partner & Director
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Societe Generale Private Banking
Private Banker
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Bsi Bank
Assistant Private Banker
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Internship
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Foncier
Intership
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Wm Capital
Founder and Director
— PresentSkills
Languages
Maria Roumy Email Addresses
FAQ About Maria Roumy
-
Maria Roumy is located at
Switzerland -
Maria Roumy is a
By reason of my international multi-cultural background, I bring a unique perspective to both the wealth management industry and my client relationships. Through my extensive experience in the finance industry, I advise global high net worth clients with respect to their wealth and investment planning. Key skills: ⧈ Advises High Net Worth and Ultra High Net Worth Individuals. ⧈ Exceeds goals and metrics enthusiastically. ⧈ Bespoke wealth and investment solutions. ⧈ Grows each client relationship and acquire multi-generational wealth. With a carefully curated network, I collaborate with highly matrixed organizations, consult with peers, executives, compliance experts, suppliers, associates & team leaders. Contact me as follows: 📧 [email protected] 🌐 wmcapital.ch Specialties: Private Wealth Management Investment Strategy Financing Wm Capital -
Maria Roumy currently works in the
Wm Capital -
Maria Roumy specializes in
By reason of my international multi-cultural background, I bring a unique perspective to both the wealth management industry and my client relationships. Through my extensive experience in the finance industry, I advise global high net worth clients with respect to their wealth and investment planning. Key skills: ⧈ Advises High Net Worth and Ultra High Net Worth Individuals. ⧈ Exceeds goals and metrics enthusiastically. ⧈ Bespoke wealth and investment solutions. ⧈ Grows each client relationship and acquire multi-generational wealth. With a carefully curated network, I collaborate with highly matrixed organizations, consult with peers, executives, compliance experts, suppliers, associates & team leaders. Contact me as follows: 📧 [email protected] 🌐 wmcapital.ch Specialties: Private Wealth Management Investment Strategy Financing -
Maria Roumy speaks the following languages:
No languages available. -
Maria Roumy has prior experience in the following industries:
Residence Domitia , A And M Global Family Office , Societe Generale Private Banking , Bsi Bank , Merrill Lynch , Credit Foncier -
Maria Roumy has the following professional experience:
Wm Capital , Residence Domitia , A And M Global Family Office , Societe Generale Private Banking , Bsi Bank , Merrill Lynch , Credit Foncier , Wm Capital . -
You can view Maria Roumy’s
LinkedIn profile at LinkedIn URL. -
Maria Roumy’s work email addresses are
[email protected] . -
Maria Roumy works at
Wm Capital
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