Fundraising Fox

Susanne Kleiß

Investor

Geschäftsführerin at Vermögensbutler GmbH

Perth, Western Australia, Australia

About

Managing director with certifications as CFEP, estate planner, generational advisor, executor, financial consultant, and banking professional.

Experience

  1. VermögensbutlerGeschäftsführerincurrent2023 — present
  2. VermögensbutlerMandantenbetreuerin2020 — 2023Ditzingen, Baden-Württemberg, Germany
  3. VermögensbutlerVorstandsassistentin2012 — 2020
  4. BW-BankAssistentin Private Banking / Wealth Management2004 — 2012

Skills & more

KonfliktmoderationPersönlichkeitsentwicklungLeadershipDelegierungTeamgeist3ManagementMicrosoft 365KonfliktmanagementKonstruktives FeedbackFinanzwesen3Finanzdienstleistungen3Private Banking
+8 moreWealth ManagementTestamentsvollstreckungNachlassplanungKünstliche Intelligenz (KI)KI für UnternehmenGenerative KIMicrosoft CopilotProduktivitätsverbesserung
  • Ihre Arbeit optimieren mit Microsoft Copilot — LinkedIn
  • Ten More In Leadership Excellence Programm — Ten More In
  • Ten More In - Female Leadership Coaching — Ten More In
  • Ihre Arbeit optimieren mit Microsoft Copilot (früher Bing Chat) — LinkedIn
  • Microsoft 365 Copilot kennenlernen — LinkedIn
  • Generative KI für Führungskräfte — LinkedIn
  • Künstliche Intelligenz – Grundwissen für Führungskräfte — LinkedIn
  • CFEP®, CERTIFIED FOUNDATION AND ESTATE PLANNER — FPSB Germany

From Susanne's professional profile.

Colleagues at Vermögensbutler GmbH

Alexander Beffert
Geschäftsführer at Vermögensbutler GmbH
Alexander Henke
Consultant at Vermögensbutler GmbH
Clarissa Avuloglu
Office & Operations Managerin at Vermögensbutler GmbH
Horst Hillinger
Geschäftsführer at Vermögensbutler GmbH
Inka Ciriello
Assistenz at Vermögensbutler GmbH
Leif Hansen
Consultant at Vermögensbutler GmbH
Sabine König
Consultant at Vermögensbutler GmbH
Thomas Erler
Service Client Family Office at Vermögensbutler GmbH

Frequently asked questions

Who is Susanne Kleiß?
Managing director with certifications as CFEP, estate planner, generational advisor, executor, financial consultant, and banking professional.
Where does Susanne Kleiß work?
Susanne Kleiß is Geschäftsführerin at Vermögensbutler GmbH.
Where did Susanne Kleiß go to school?
Susanne Kleiß studied at EBS Finanzakademie (Generationenberater (EBS)); EBS Finanzakademie (Estate Planner (EBS), Generationenmanagement & Estate Planning); EBS Finanzakademie (Testamentsvollstrecker (EBS), Kompaktstudium Testamentsvollstreckung).

Same school

Also attended Frankfurt School of Finance & Management126

Lucas SchaubelInvestor at DN CapitalVincent RoseInvestment Manager at Burda Principal InvestmentsBorja FernándezGeneral Partner at Inveready Technology Investment GroupKevin WenzelAssociate at Marlin Equity PartnersJudith VogelPrincipal at CommerzVenturesKeith JanoskyInvestor at Riverwood Capital

+ 120 more

Shared employers

Also worked at Vermögensbutler10

Ayanda DlodloIndependent Non-Executive Director at Industrial Development Corporation South AfricaAnica BagarićAccelerator Program & Marketing at FRC FUND MANAGEMENT S.À R.L.Horst HillingerGeschäftsführer at Vermögensbutler GmbHLeif HansenConsultant at Vermögensbutler GmbHAlexander HenkeConsultant at Vermögensbutler GmbHTobias SchulzHead of Digital Transformation / QPLIX at Vermögensbutler GmbH

+ 4 more