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Loide TassoneLT

Loide Tassone

Consulente finanziario

300 €/jour
Lugano, CH
8-15 ans

Délai de réponse moyen : 1h

À propos de Loide

With over 20 years of experience in financial consulting and management, I have built a solid professional career based on expertise, ethics, and a results-oriented approach. I have supported individuals, families, and businesses in developing tailored wealth management strategies aimed at protecting, growing, and optimizing capital over time.

Throughout my career, I have managed diversified portfolios, analyzed complex markets, and identified customized investment solutions, always in line with clients' objectives and risk profiles. My work has focused on creating long-term value by combining financial analysis, strategic planning, and a human approach based on listening and mutual trust.

Among my main achievements:

I have contributed to the average annual growth of client portfolios while maintaining a balanced risk profile.

I have developed and implemented integrated asset plans that have improved tax efficiency and capital protection.

I managed relationships with high-profile clients through transparent, performance-oriented service.

I coordinated teams of financial advisors and trained new professionals in the industry, promoting a culture of excellence and accountability.

I firmly believe that financial advice should be independent, transparent, and focused on the client's well-being. That's why I work every day to combine technical analysis, strategic vision, and attention to individual needs, transforming financial goals into concrete and sustainable results over time.

Today, I continue to put my experience at the service of those who want to plan their financial future with awareness, reliability, and a long-term vision.
  • Allemand

    Bilingue ou natif

  • Anglais

    Capacité professionnelle complète

  • Italien

    Capacité professionnelle complète

  • Français

    Capacité professionnelle complète

  • Espagnol

    Capacité professionnelle complète

  • Portugais

    Capacité professionnelle complète

Accepte de travailler sur site
Lugano (jusqu’à 50 km)

Expériences

  • LT7 Consulting Sagl
    Consulente finanziario
    BANQUE & ASSURANCES
    février 2014 - Aujourd'hui (12 ans et 4 mois)
    Lugano, Suisse
    Consulente contabile per PMI svizzere e freelance.
    Esperta in contabilità, fatturazione e gestione amministrativa.
    Finanzbuchhaltung Corporate Finance Finance sector Finance Financial Analysis

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