Claudio Frigo
Senior Financial Advisor @Mediobanca Premier
Milan, IT
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2024 — Present
Senior Financial Advisor @Mediobanca Premier
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Milano, IT
Investment Specialist: Wealth Management solution offer based on over 30 years of experience2. Solution of complex problems: succession planning, generational change, trusts, fiduciary headings, tax planning3. Holistic approach to consulting, creating for customers the best solutions with the best specialists
SKILLS
BankingEquityGestione PatrimonialeMercati FinanziariTitoli a Reddito FissoPrivate BankingSpecializzato in Wealth Management, Tax and Fiscal PlanningInvestimentiBanche D'investimentoGestione PortfolioGestione Degli AssetWealth Management Certificate
ABOUT CLAUDIO FRIGO
Mediobanca Financial Advisor
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