Director | International Wealth Strategist@ Merrill Lynch
Miami, Florida, United States
Fabio Concesi
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Tell me more about Fabio Concesi?
FlashIntel GPTFabio Concesi is a highly experienced professional with 22.5 years of work experience in wealth management, private banking, and tax. He has a strong background in financial analysis, risk management, and corporate finance. Fabio has worked at reputable companies such as Merrill Lynch and Citi, where he held various roles including Director - International Wealth Strategist and Wealth Planner - Wealth Structuring. He also has experience as a Trust Officer and Compliance Officer at Citi. Fabio's expertise extends to portfolio management, international law, and asset management. He is currently based in the United States.
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Emails and Phone Numbers
Work Experience
Director | International Wealth Strategist
Financial Services
Fabio Concesi's Professional Milestones
- Compliance Officer (2006-06-01~2008-05-01): Successfully implemented comprehensive compliance management systems, mitigated risks and mitigated risks while maintaining regulatory compliance.
- Tax Advisor (2004-10-01~2006-05-01): Providing expert tax guidance and guidance to clients, ensuring their financial success.
Skill
Wealth Management
Private Banking
Tax
Banking
Financial Analysis
Risk Management
Corporate Finance
Due Diligence
Strategic Financial Planning
Internal Controls
Estate Planning
Accounting
Trust Management
Offshore Solutions
Financial Planning
Portfolio Management
International Law
Oecd
Estate Tax Planning
Private Foundations
Asset Management
Wealth Management Services
Certification
Colleagues
John "Jack" C. Davis
Owner
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Hadas Cohen
owner & designer at hadas creations
Other Named Fabio Concesi
Frequently asked questions
We found 5 Fabio Concesi's email addresses
We found 1 Fabio Concesi's phone numbers
Fabio Concesi's social media include: Linkedin,
Fabio Concesi works for Merrill Lynch
Fabio Concesi's role in Merrill Lynch is Director | International Wealth Strategist
Fabio Concesi works in the industry of Financial Services
Fabio Concesi's colleagues are John "Jack" C. Davis,Alok Tandon,Nick DiGiaimo
Fabio Concesi's latest job experience is Director | International Wealth Strategist at Merrill Lynch
