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David Portmann

David Portmann
Assistant Relationship Manager

Call

+41 41 768 83 83

Write

david.portmann@valterna.ch

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David Portmann

Experience

  • Since August 2023 Member of Operations Team – Valterna AG
  • 2022 – 2023 Executive Office, Investment Intern – CV VC AG, Zug
  • 2021 – 2022 Projectmanagement & Consulting (Digital Transformation) – IMS Integrierte Managementsysteme AG, Rotkreuz
  • 2015 –2016 Administration, Municipal Administration of Sursee, Sursee
  • 2012 – 2015 Trainee Administration (Profile E) – Municipal Administration of Sursee, Sursee

Training & further education

  • Certified Crypto Finance Expert
  • Bachelor of Science in Business Administration, Lucerne University of Applied Sciences and Arts

«Developing customized investment and diversification solutions for our clients in the context of changing global economic and capital market circumstances inspires me. As an Assistant Relationship Manager at Valterna, I am excited to be part of a team that shares and lives by the same values - commitment, integrity, conviction, and ongoing dedication to our clients' success.»