Zurich, Zurich, Switzerland
Senior financial services/ turnaround executive with international leadership experience at leading global financial institutions as well as top management consulting firms. 25+ years of industry-specific experience, spanning from the Frontline to the Boardroom. Battle-hardened, hands-on C-suite player, determined to unearth the full potential of any organization striving for excellence. Corporate trouble shooter with hands-on problem-solving skills and a strong drive to deliver tangible results and financial impact. Demonstrated financial, strategic, and operations leadership in uniquely challenging situations. Proven track record in shaping and implementing global business strategies, managing growth, building winning teams, and managing change/ transformation. Repeatedly produced sustained revenue growth in dynamic and changing markets. Innovation leader with a hybrid background and a diverse portfolio of functional experiences (e.g., strategy, finance, technology, operations, sales & product management, M&A, transformation) with strong technical and strategic skills. Credentials applied in assignments on a corporate and business unit level: ❖ Corporate and operations strategy development and execution ❖ Corporate troubleshooting, restructuring, cost reduction, and strategic turnarounds ❖ M&A and post-merger integration ❖ Innovation and technology strategy development ❖ Strategic pricing and revenue management ❖ Salesforce effectiveness and revenue growth ❖ Balanced Scorecard and KPI framework definition ❖ Performance management and capital allocation ❖ ESG and Sustainability management and reporting If I sound like someone who could add value, please contact me. ----------------------------------- Keywords: Financial services, banking, wealth management, private banking, investment banking, corporate banking, capital markets, financial markets, FinTech, corporate/ operations strategy, process efficiency, corporate restructuring, cost & turnaround management, business management, business development, Private Equity, mergers & acquisitions, post-merger integration, innovation, technology strategy development, client experience, pricing/ revenue management, sales effectiveness, growth, balanced scorecard, KPI frameworks, performance management & capital allocation, communication, operations, digitalization, AI, process automation, machine learning, outsourcing, vendor management, ESG, sustainability
Operating Partner and Advisor to senior executives and boards across multiple industries, driving strategic initiatives, governance, and performance improvement (M&A, Capital Markets, Corporate Banking, Securitisation, Venture Finance, Financial Regulation, ESG, Sustainability) • Advisor to financial-industry clients on integrated bank management, regulatory & compliance topics, capital allocation, risk management, and corporate development • Providing high-end advisory with a particular focus on cross-border banking & finance, capital markets, mergers & acquisitions, and corporate & commercial matters, as well as ESG • Advising clients in relation to the full spectrum of financial products including securitization & structured finance, leveraged and acquisition finance, private placements, IPO and M&A transaction management, as well as capital structures
Senior Advisor to the Partners of Carsted Rosenberg on client acquisition, capital markets, change management, restructuring, and business strategy
Senior Advisor to the Clients and Partners of Konstruktiv PR on financial communication strategies, investor relations, change and stakeholder acceptance management (ESG, Investor Engagement Communication, Crisis Communication/ Navigation, Insolvency Communication, Acceptance Communication)
Advisor to the school's dean, managing director, and teachers of the largest Montessori institution in Switzerland. Define the guidelines of the foundation policy, set strategic priorities, and appoint the school's dean as well as managing director.
Provided strategic analysis and advice to the Group COO and the leadership team, and supported the execution of Credit Suisse’s strategy • Supported Executive Board Members in executing their mandate, and supporting the implementation of the firms strategy by driving global programs & initiatives • Drove the leadership team to transparent decision-making, worked closely with different internal & external stakeholders to ensure consistent project execution • Led the Group-wide “Technology & Innovation Committee” and ensured clear, efficient and accountable decision-making on key-investments in technology, operations, and staffing • Managed the global D.O.T. Program (Discontinue, Optimize, Transform) to optimize operational processes, and to drive the operational and workforce restructuring globally • Drove the "Strategic Outsourcing & Offshoring" agenda, developed and executed the governance and oversight model
Created a best-in-class Performance Management and Capital Allocation function and improved CET1 ratio as well as firm-wide return on capital • Implemented a performance measurement system and provided transparency regarding divisional interdependencies of key performance drivers • Assessed investment scenarios, and risk profiles and advised the Executive Board on capital allocation and investment decisions to maximize total shareholder return • Co-chaired the “Asset & Liability Management/ Capital Allocation & Risk Management Committee” and supported an efficient P&L and Balance Sheet steering
Assessed and decided on AuM/ NNA treatment and ensured that the AuM treatment/ decisions are in line with the Group Policies.
Led the program office of the "UBS Cross-border Realignment and U.S. Settlement Program", executed corporate development initiatives, and implemented the new cross-border strategy for the U.S. Market Area • Led the global program office for the U.S. cross-border realignment and U.S. settlement program • Developed the new UBS cross-border strategy and realigned its business model to meet new regulatory requirements and to ensure compliance with U.S. law • Set-up a comprehensive planning and reporting framework incl. KPI and provided frequent status updates to the Executive Board, Board of Directors and Regulators • Defined and implemented all back-to-front processes to execute the new strategy and to ensure cross-border compliance of approx. 17’000 non-compliant clients • Supported the negotiations with the U.S. authorities and regulators (SEC, IRS, DoJ, U.S. Senate)
Led the global “Client Experience” as well as business development and sales force effectiveness projects across Europe as part of UBS’s global growth strategy • Developed and executed a global client survey and mystery shopping to assess the client experience quality • Identified and implemented measures to increase sales effectiveness globally • Increased sales by 10% through identified sales opportunities with existing clients • Identified new CRM requirements to better track sales process and lead generation • Introduced a dashboard to identify top- vs. low-performing client advisors and facilitated knowledge transfer of best practices to increase client advisors' performance