Experience

Deutsche Bank (Suisse) S.A.

• Switzerland
• Investment Banking
• 1 - 100 Employee

• Head of Operations - Switzerland

  • Aug 2019 - Present

  Manage operational activities in two locations (Geneva and Zurich) that includes payments, teller activities. securities management, fund trading processes, tax documentation (FATCA, QI, CRS), documentation management thoughout clients lifecycle with the bank and adherence to CDB standards.Within an outsourced model, responsible for a team of 43 people who are covering the tasks remaining within the Bank, including oversight of the vendor.Successfully established control and oversight framework within Operations

• Head of Middle Office

  • Jul 2018 - Jul 2019

• Tax Specialist

  • Nov 2016 - Jun 2018



J.P. Morgan (Suisse) SA

• Switzerland
• 1 - 100 Employee

• Tax documenation specialist

  • Mar 2015 - Oct 2016

  Reviewed tax documentation for account opening and modification (FATCA, Final Withholding Tax, UK CDOT). Provided overview of tax regulation and documentation requirement. Assisted in FATCA and CRS projected. Provided management update with regards to tax related projects



Deloitte Switzerland

• Switzerland
• Management Consulting
• 1 - 100 Employee

• Assistant Manager

  • Sep 2010 - Feb 2015

  Provide technical and general advice to expatriates across various tax jurisdiction. Advise on all areas of personal taxation and specialise on effective tax planning and management for high net worth individuals. Studying towards tax qualifications ATT (UK) and Enrolled Agent (US)



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Tax Advisor

  • Oct 2007 - Sep 2010

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Euromonitor International

• United Kingdom
• Market Research
• 700 & Above Employee

• Business Analyst

  • Oct 2006 - May 2007

  Developed vital data gathering, report writing and financial analysis skills. Worked closely with numerous offices across the world to provide and compare research data and reports. Prepared and presented final reports analysing results. Managed multiple research projects simultaneously



Ernst & Young Moscow Russia

• Assistant Tax Advisor

  • 2007 - 2007

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Octavian

• Australia
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • May 2004 - Aug 2004

  Conducted market research and established contact with prospective clients of gambling machine software in Russia and other CIS countries.Provided research materials and prepared presentations for client meetings. Participated in organization of a Casino Exhibition in Las Vegas and granted “The most Efficient Team member” award