Sector Experience

Business Services
Financial Services
Technology

Languages

English
German
Bulge Bracket Investment Banks

Experience

Credit Suisse Asset Management LLC Other
Global CAO of Distribution
12/2014 - 2/2017
Managed functions that include sales mamagement, regulatory compliance, investor services, RFP writing, client data management (CRM tool), vendor management, day to day operations in support of business comprised of institutional sales, retail sales and consulting in 11 countries. Managed key firm relationships with Legal, Compliance, Risk Management, Internal Audit, Operations, IT, and HR. Lead a team of 7, of which 4 direct reports
Credit Suisse Other
Head of Business Management & Projects Distribution
4/2012 - 12/2014
Developed, implemented, and led a broad range of business management activities. Oversaw wholesale and institutional sales teams across 7 different countries in the EMEA region. Managed distribution projects and initiatives that included execution of distribution agreement, sales management, and alignment of reporting needs with Finance.
Credit Suisse Corporate Strategy & Development
Project Manager Strategy and M&A
11/2007 - 3/2012
Directed strategic and M&A projects across divisions and countries, overseeing all business development activities. Conducted in-depth strategic reviews and evaluated organic growth opportunities from qualitative and financial perspectives. Managed full cycle of international M&A projects and developed new JVs
Swiss Reinsurance Other
Financial Analyst
7/2006 - 10/2007
Financial Analyst in Capital Management department. Introduced robust group capital reporting tool to collect capital plan information in an efficient and timely manner by developing the tool with IT and training end-users. Proposed 3 different options for the legal entity set up to support expanding the business in Latin America by assessing legal, tax and capital requirement aspects.
Stern Stewart and Co Management Consulting
Consultant
3/2003 - 3/2006
Advised Financial Services and Automotive clients in the areas of corporate strategy, business unit strategy, organizational redesign and value based management.