CMB Monaco
Franz Nimrod Aurelio, CPA, is an experienced tax analyst currently serving at Chevron since April 2022, focusing on US tax compliance and reporting, including handling 1099 information reporting, vendor master review, and withholding tax remittances. Prior to this role, Franz held various senior analyst positions at Deutsche Bank from September 2018 to July 2021, where responsibilities included quality assurance for wealth management expense and revenue entries, preparing financial comparisons for executives, and ensuring compliance with regulatory reporting for UK operations. Earlier experience includes working as an assurance associate at SGV & Co. from June 2016 to January 2018, where Franz excelled in audit engagements and mentorship of new associates while supporting financial audits for real estate and construction companies. Franz holds a Bachelor of Science in Accountancy from the University of Santo Tomas, earned between 2010 and 2015.
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CMB Monaco
CMB is a leading private bank, based in Monaco, with unrivaled financial stability. Since its creation in 1976, CMB has focused on providing quality private banking services to meet our clients’needs with a one-stop-shop approach. CMB’s offer is structured around three core businesses: private banking, investment management and financing, and comprises a wide range of investment products and tailor-made services available to our clients. CMB was originally created as a Monegasque «boutique» bank by several major international banks jointly with local investors. Today it is wholly owned by Mediobanca SpA, a Specialized Financial Group listed on the Milan stock exchange (included in the FTSE MIB benchmark index), which acquired an initial stake of 34% in 2002 and reached the full control two years later, in 2004. CMB is now a founding part of the Mediobanca Group Wealth Management division. In the past few years, the Wealth Management division, which changed the group’s identity and profile, became a major fee contributor, generating almost 50% of total group fees.