Experience

Objectway Financial Software

• 1 - 100 Employee

• Chief Business Consultant

  • Jan 2016 - Present

• Product Owner - Senior Business Analyst

  • Jan 2013 - Present

  In January 2013, the Thomson Reuters eXimius business was acquired by ObjectWay Financial Software.



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Business Analyst

  • Jan 2008 - Dec 2012

  Conducting business and functional analysis for the eXimius application. Tasks include requirements gathering, business analysis, functional analysis, testing and supporting development team. eXimius is a front-office investment, wealth, and relationship management workflow application. It provides a decision support platform for the efficient and effective management of client assets. The product has been designed by practitioners from the wealth management industry to meet the… Show more Conducting business and functional analysis for the eXimius application. Tasks include requirements gathering, business analysis, functional analysis, testing and supporting development team. eXimius is a front-office investment, wealth, and relationship management workflow application. It provides a decision support platform for the efficient and effective management of client assets. The product has been designed by practitioners from the wealth management industry to meet the enterprise-wide needs of private client investment firms. It supports discretionary and advisory management as well as execution-only operations across retail & private banks, stock brokers, family offices, and other financial advisory firms. Show less



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Apr 2007 - Sep 2007

  Financial advisory and portfolio management for upscale clients. Tasks included providing professional financial advice, succession planning, follow up on portfolios existing clients, prospecting for new clients, ...



ING Bank

• Italy
• Banking
• 1 - 100 Employee

• Financial Advisor

  • Oct 2005 - Mar 2007

  Financial advisory and portfolio management for retail and upscale clients. Tasks included providing professional financial advice, follow up on portfolios existing clients, prospecting for new clients, responsible for online banking, ...