Daniel Blesi is a seasoned Head Investment Advisor with extensive experience in acquiring and retaining both Swiss and international clients. They have held prominent roles in Swiss Equity Sales Trading at Kepler Cheuvreux and Vontobel, where they excelled in working with hedge funds and institutional clients. Daniel possesses multiple finance qualifications, including the Eidg. diploma in Finance and Investment Consulting and is a Certified Wealth Management Advisor. Currently, they hold a Series 7 license from FINRA and continues to engage in the dynamic world of Swiss equities.
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