SAB servis
Ing. Kateřina Šubertová is a Senior Financial Advisor at SAB servis since November 2020, specializing in investment advice to help clients achieve their financial goals. Previously, Kateřina served as a Financial Advisor and Team Manager at Broker Consulting a.s. from January 2014 to November 2019, where responsibility included building a team of ten advisors and providing professional growth support. From September 2008 to November 2013, Kateřina worked as a Team Manager of Acquisition Bankers at UniCredit Bank Czech Republic and Slovakia, focusing on client acquisition and strategic team direction. Kateřina holds a degree in Economics and Finance (Ing.) from Prague University of Economics and Business.
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SAB servis
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Společnost SAB servis je společností poskytující servisní práce pro finanční poradce a pro finančně poradenské společnosti. Poskytujeme tyto služby: Kompletní smluvní a právní dokumentaci pro poradce a poradenské firmy. Vypořádání provizí. Legislativní požadavky od ČNB pro smluvní partnery (compliance officer). Nástroje pro kvalitní práci finančních poradců.