Marco Richter

Co - Founder und Berater bei wealthpilot GmbH at wealthpilot

Marco Richter has a diverse work experience in the finance and banking industry. Marco is currently working as the CFO at GLOBAL CLIMATE GmbH, where they oversee the financial data-based CO2 accounting and controlling system. Prior to this, Marco was a Co-Founder and Advisor at wealthpilot GmbH from 2021 to the present, and also served as the Co-Founder and Managing Director from 2016 to 2021. Marco founded Finanz Navigation in 2022, an organization focused on personal wealth training, and worked as a Founder until 2023. Previously, Marco held roles as a Relationship Manager and Department Director in the Wealth Management division at Commerzbank AG from 2011 to 2016. Marco also worked as a Senior Wealth Manager at Bethmann Bank AG from 2009 to 2011, and as a Financial Advisor and Investments Expert at Deutsche Bank from 2003 to 2009. Additionally, they gained experience as a Wealth Advisor at Advance Bank from 2002 to 2003 and started their career as a Junior Wealth Advisor at Sparkasse Mittelmosel - Eifel Mosel Hunsrück from 1997 to 2002.

Marco Richter completed their education in a chronological manner. In 1999, they enrolled at the Frankfurt School of Finance & Management, where they pursued a degree in Bankbetriebswirt. Marco successfully completed this program in 2002. Later in 2008, Marco Richter attended EBS Universität für Wirtschaft und Recht, where they focused on Finanzökonom (EBS) and graduated in 2009. Finally, from 2013 to 2015, they returned to EBS Universität für Wirtschaft und Recht to pursue a Master's degree in Business (M.A.) with a specialization in Wealth Management, which they successfully completed.

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Previous companies

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Timeline

  • Co - Founder und Berater bei wealthpilot GmbH

    April, 2021 - present

  • Co - Founder und Geschäftsführer bei wealthpilot GmbH

    April, 2016