Experience

Saltgate Group

• Jersey
• Financial Services
• 1 - 100 Employee

• Chief Innovation Officer

  • Sep 2021 - Present



Reichmuth & Co Investment Management AG

• Luzern, Schweiz

• Chief Financial Officer / Operations

  • Jun 2020 - Aug 2021



Freiberuflich

• Zurich, London and Luxembourg

• Consultant for digitalisation projects

  • Jan 2020 - Aug 2021



Quickpac AG

• Switzerland
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Head of Corporate Development

  • Apr 2020 - Aug 2020



Unigestion

• Switzerland
• Financial Services
• 100 - 200 Employee

• Branch Manager

  • Jan 2018 - Dec 2019

  - Member of the Private Equity management Committee- Member of the merger committee (7 out of 11 projects)- Manage implementation and harmonization Projects °Led the implementation of a state of the art system for the Private Equity department and its stakeholders °Led the harmonisation of the Fund Operations team and processes; Finance, Accounting, Control, Audit and Cash management processes and service provider landscape

• Head PE Front Office Care

  • Jan 2018 - Dec 2019

  - Drive change to support the corporate development °Eliminate low value adding tasks and create job enrichment by automating and outsourcing °Develop system integrated workflows for investment valuation, cash planning, performance measurement and report production °Run a modern and efficient software solution that supports high-end analytics- Lead system integrated workflow projects (reduction of key man risks) °Financial controls & accounting procedures (incl. revenue and cost budgets) °Investment process and documentation°Reporting process (full transparency over financial performance)- Provide a central platform with data and documents that allow digital information exchange between internal and external stakeholders- Responsible for Private Equity investment structure and management company related setup as well as processes such as consolidation, budgeting, financial control, treasury, tax, annual audit, review of fund prospectus and agreements and invoicing - Manage the budgeting and forecasting process with the Head Private Equity Show less



Akina Ltd

• Switzerland
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Group CFO

  • Oct 2010 - Dec 2017

  Functions - CFO & business unit head Finance & Operations - Finance director for holding companies in CH and Abroad - Director of Finance, IT and Administration (incl. Logistics, infrastructure and HR) - Risk Manager in CH and Abroad - Member of Management Committee Functions - CFO & business unit head Finance & Operations - Finance director for holding companies in CH and Abroad - Director of Finance, IT and Administration (incl. Logistics, infrastructure and HR) - Risk Manager in CH and Abroad - Member of Management Committee



zmanna gmbh

• Managing Director

  • Feb 2010 - Sep 2010

  zmanna gmbh, a limited liability company was contracting parter of Apple Inc. and developed software application for public and privat users. zmanna gmbh developed and distributed iPhone, iPad and iPod touch applications for organisations and holders of rights. Responsible for - Development of new applicationen - Communication with partners and holders of rights - Publication and distribution of applications zmanna gmbh, a limited liability company was contracting parter of Apple Inc. and developed software application for public and privat users. zmanna gmbh developed and distributed iPhone, iPad and iPod touch applications for organisations and holders of rights. Responsible for - Development of new applicationen - Communication with partners and holders of rights - Publication and distribution of applications



Plenum Securities AG

• Managing Director

  • Jan 2008 - Jun 2009

  Plenum Group was a highly specialized, growth oriented Financial Services Group active in the fields of Securities Trading, Asset Management, Mutual Fund Management, Alternative Investments, Structured Products and Life Insurance. In 2012 the group was dissolved and the entities were split between the owners. - Development of a cash- und risk management application according to the adapted Base II regulations with the following components: - Monitoring of the weighted cluster risks with counterparties, based on liquid funds in relation to the net assets of the regulated securities broker - Assessment of the credit risk considering netting agreements, pledging agreements and limits - Identification of the security broker's net exposure as well as forex exposure vs. clients - Identification of the biggest active and passive positions - Liquidity management Show less



Plenum Solutions Trust reg.

• Managing Director

  • Jan 2008 - Jun 2009

  Responsible for the mutual fund administration: - Contact person to the external mutual fund management company (MFMC) - Support the external MFMC with the yearly audit of the funds managed by them - Process development with the Liechtenstein custodian - Employees and supplier training In 2009 Plenum Solutions Trust reg. was administrating 28 mutual funds licensed by the law of Liechtenstein and two Swiss bank internal special asset funds. Responsible for the mutual fund administration: - Contact person to the external mutual fund management company (MFMC) - Support the external MFMC with the yearly audit of the funds managed by them - Process development with the Liechtenstein custodian - Employees and supplier training In 2009 Plenum Solutions Trust reg. was administrating 28 mutual funds licensed by the law of Liechtenstein and two Swiss bank internal special asset funds.



Plenum Gruppe

• Head of Administration

  • Dec 2004 - Dec 2008

  Functions - Deputy Chief Financial Officer - Cash manager - Chief Operating Officer (COO) Plenum Group - Head of Securities Back office Plenum Securities AG Functions - Deputy Chief Financial Officer - Cash manager - Chief Operating Officer (COO) Plenum Group - Head of Securities Back office Plenum Securities AG



Plenum Securities AG

• Head of Securities Backoffice

  • Jan 2003 - Dec 2004

  - Logistics and banking application maintenance- Operating Officer- Mater Data Administration

• Operating Officer

  • Aug 2002 - Dec 2002

  - Administrated the interface between the visual basic structured administrationsystem and the clients online platform.- Evaluated the implementation of a new mutual fund database



VZ Vermögenszentrum AG

• Junior Portfolio Manager

  • Sep 2001 - Jul 2002

  The Portfolio management of the assets from more than 100 individual clients covered following tasks and duties: - Realization of the asset allocation given by the chief of investments - Support the Key Account Managers in financial planning - Preparation of portfolio reviews with clients - Attend the portfolio reviews together with the Key Account Managers - Use of financial information systems such as Bloomberg or other systems - Administrate tasks in connection with the portfolio management Show less