wealthpilot
Michael Plank has worked in various sales management roles at wealthpilot since 2019. Michael 'smost recent role is Senior Sales Manager, which they started in April 2022. Prior to this, they served as a Commercial Sales Manager from November 2020 to May 2022 and as an Inside Sales Manager from September 2019 to November 2020. Additionally, they had a brief internship experience at Meeting Point Language School in September and October 2018.
Michael Plank completed their education at Fachakademie für Wirtschaft from 2017 to 2019, where they obtained a degree in Staatlich geprüfter Betriebswirt with a specialization in Finanzwesen (Finance). In 2018, they also attended ECBM - European College of Business and Management, where they received a degree in Kaufmann International (International Trade). Additionally, they have obtained several certifications in sales, including Communication for Sales, Sales Excellence Part 2, and Sales Excellence Part 1, all provided by Niels Brabandt at NB Networks. These certifications were obtained in 2022, with the Communication for Sales certification acquired in May and the Sales Excellence certifications acquired in April and May.
wealthpilot
We believe in wealth management democratization. We believe that everyone should be able to control their financial life and reach their financial goals. We do that by combining simple-to-use technology with professional personal advice for all financial assets. Our Software-as-a-Service Platform automatically analyzes and plans all types of assetsand enables professional advisors to deliver a data-driven and truly personal wealth management.