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.

• To the team

Training and development

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

Experience

• From 16 August 2023 Valterna AG, Member of Service Team
• 2022 – 2023 CV VC AG, Executive Office, Investment Intern
• 2021 – 2022 IMS Integrierte Managementsysteme AG, Projectmanagement & Consulting (Digital Transformation)
• 2015 –2016 Municipal Administration of Sursee, Administration
• 2012 – 2015 Municipal Administration of Sursee, Trainee Administration (Profile E)

Contact

David Portmann
Assistant Relationship Manager
+41 41 768 83 83
david.portmann@valterna.ch

• To the team