Roman Beerli

Roman Beerli is an experienced banking professional currently serving as a Kundenberater at Aargauische Kantonalbank since July 2019. With a diverse background, Roman has also held the role of Prüfungsexperte at IAF - Interessengemeinschaft - Communauté d‘intérêt since April 2016. Previous experience includes positions at Valiant Bank, where Roman worked from June 2009 to April 2019 as a Berater for both private and business clients, and a project leadership role at CPU from February 2008 to February 2009. Roman's career started at Neue Aargauer Bank, where roles spanned from Senior Produkt-/Projectmanager to team leader in universalkunden. Roman's education includes degrees in financial planning and marketing, alongside extensive management training from Credit Suisse.