Danièle Felley (CH)

ConsultingPension

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Danièle Felley, a place in the sun for SMEs

Being an SME manager means being responsible for the lives of the men and women who keep your business alive. It means providing them with a privileged social insurance framework for a peaceful future.

Today, the social benefits that you offer to your employees, the quality of your commitment as an employer are essential arguments for attracting and retaining your talents.

Because many of you are in total incomprehension as soon as you hear about “Foresight Plan”, BizViz® presents you with a guardian angel to show you the way.

This lucky star is Danièle Felley, a woman with an extraordinary career, who wants to share her expertise.

Skills

Bank
Occupational and Individual Pension
Finance
Taxation
Adult training
Consulting
Sale
Public relations

Achievements

Hélianthe Perspectives, Specialist in Occupational Pensions (LPP)
LPP Specialist Diploma
General Agent Pension & Wealth, AXA Geneva
Lecturer & exam expert, HEG – Geneva & ISFB
FSEA Adult Trainer Certificate
Head of Business Development Finance, Pensions and Financial Planning, Bâloise Bank SoBA.
Head of Private Banking & Financial Planning, Credit Suisse
Head of Financial Planning Center Credit Suisse
Federal Diploma Expert in Finance and Investments AZEK
Federal Financial Planner Certificate
FINMA / AFA Certified Insurance Intermediary Diploma

Spoken languages

French, English, German

Contact details

Chemin de la Chevauchée 7
1272 Genolier
Switzerland

heliantheperspectives.ch