Tiago Soares is a dynamic Software Engineer at Avantry, where he specializes in developing innovative cloud-based solutions that enhance user experience and drive efficiency. With over seven years of experience in the tech industry, Tiago has a proven track record of leading cross-functional teams to deliver cutting-edge projects ahead of schedule. His passion for technology and commitment to excellence have earned him multiple accolades, including Avantry's "Innovator of the Year" award. Outside of work, Tiago mentors aspiring engineers and is an avid contributor to open-source projects, reflecting his dedication to fostering a collaborative tech community.More...
Arun Soundrapandian
Software / IT Architect Consultant@Subhi consultancy services ltd
Verified
Arun Soundrapandian is a seasoned Software and IT Architect Consultant at Subhi Consultancy Services Ltd., where he leverages over a decade of experience to drive innovative technology solutions for global clients. With a keen eye for detail and a passion for cutting-edge technologies, Arun has successfully led numerous projects that have enhanced operational efficiency and scalability for Fortune 500 companies. His expertise in cloud architecture and cybersecurity has positioned him as a trusted advisor in the industry. Arun holds a Master's degree in Computer Science and is a frequent speaker at international tech conferences, sharing insights on emerging trends and best practices.More...
Pranav Rao
Technologist, Digital and Data expert@UBS
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Pranav Rao is a Technologist, Digital and Data expert currently serving at a major Swiss bank. His expertise lies in leveraging data to drive digital transformation, improve operational efficiencies, and generate valuable business insights. Rao's strong technical acumen coupled with his strategic approach allows him to effectively lead and implement innovative solutions. His experience spans across various industries, making him a valuable asset in navigating the dynamic digital landscape. As a leader, he is known for his ability to spearhead projects, manage teams, and deliver results.More...
Mary Hawkins
Educational Consultant
Verified
As Mary Hawkins, an Educational Consultant, I have successfully guided numerous students and parents through the complex educational landscape, helping them make informed decisions about their education. I have developed personalized learning plans that have significantly improved student performance.More...
Renee Lane is a dedicated and experienced Compliance Manager with a career span of over two decades in the industry. She has a track record of excellence in ensuring that companies meet their legal obligations and internal policies. Renee’s expertise lies in risk management, regulatory standards, and implementing compliance strategies. Renee stands out for her excellent problem-solving skills and attention to detail, which enable her to quickly identify potential areas of non-compliance and devise effective solutions. She is also a strong team leader, fostering a culture of compliance within her team and the wider organization.More...
Tanisha Brathwaite
Data Management and Reconciliation Specialist
Verified
I am a financial services professional with more than 10 years of experience with Data Management and Reconciliations.More...
Joao Bersan
Financial Analyst
Verified
Finance professional with over 2 years of full time experience covering investments across different asset classes.More...
Uriel Olele
VP@Credit Suisse
Verified
Strong professional holding close to 13 years of experience with a career track focused on value-added solutions to help solve and deal with complex deficiencies/weaknesses in financial services.
I am passionate about agile and innovative environments. My finance and internal audit experiences combined with a NextGen mindset help me make pragmatic decisions and think out of the box.
My strong communication skills, experience in cross-functional projects with multicultural teams as well as the way how IMore...
Aide Ferrari
Technology BA - Associated Director@UBS
Verified
Major in Computer Science and Expert in System Administration as well as Certified CIO- 20 years experience in IT. - Started working as a Java Programmer and Analyst, have being working as Product and Project Manager for about 17 years and after that as CIO.
Expert in Financial and Supply Chain industry’s.More...
Ruth Bamuwamye
Director, Talent and Culture@UBS
Verified
Annette Morris
Executive Director@UBS
Verified
Alternative investments operations expert with a proven background in project management, process improvement, and client service.More...
Lukas Jack
Coach, therapist, psychologist@UBS
Verified
Psychologist working at Swiss national Bank as:
- Coach (Certified international coach)
- Cognitive-behavioural therapist
- Psychologist
- Agile Coach
I offer all kinds of mental wellbeing support both as a coprporate coach and private therapist.
Professional experience: +15y.More...
Michelle Kowal
SST@UBS
Verified
Stephanie English
Associate@UBS
Verified
Looking to support remote projects and everyday tasks!More...
Saami Akrouh
Wealth Manager@UBS
Verified
Saami Akrouh, as a Wealth Manager at UBS, is responsible for managing and overseeing the financial portfolios of high-net-worth individuals and businesses. His duties include financial planning, portfolio management, and providing personalized financial advice. He works closely with clients to understand their financial goals and risk tolerance, and then uses this information to develop and implement a comprehensive investment strategy. Saami also regularly reviews and adjusts these strategies as needed to ensure they remain aligned with the client's goals and market conditions. His main objective is to grow and preserve his clients' wealth while minimizing risk.More...
Radoslaw Kuznicki
Analyst@UBS
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Radoslaw Kuznicki is a highly skilled and experienced professional currently serving as an Analyst at UBS, one of the world's leading financial institutions. He possesses a solid background in financial analysis, data analysis, and business intelligence. Radoslaw has demonstrated a track record of delivering valuable insights that contribute to strategic decision-making and drive business growth. His expertise lies in his ability to analyze complex data sets, develop comprehensive reports, and provide actionable recommendations. Adept at using various business intelligence tools, he excels at turning raw data into meaningful information. Radoslaw Kuznicki holds a degree in Finance and investment, which laid the foundation for his career in the finance industry. He is known for his accuracy, attention to detail, and strong problem-solving abilities.More...
Gruop Audit Manager@UBS
Verified
Magdalena Sobotko
Business Risk Manager@UBS
Verified
Felipe Telles
Fixed Income Portfolio Manager@UBS
Verified
Edson Nunes
Tech Business Analyst - Authorized Officer@UBS
Verified
I am an experienced technical leader with a passion for solving complex problems and helping teams achieve their full potential. Over the years, I have honed my skills in technical leadership, client support, project management, and mentoring, among others.
In my current role, I have been responsible for providing technical leadership to support and projects teams, ensuring the smooth functioning of critical services, and maintaining legacy systems and market packages up to date. Additionally, I have been involved in the recruitment and selection process, conducting interviews and assessing candidates' technical and soft skills.
One of my strengths is my ability to estimate demands and feature requirements in diverse projects and systems. I have also been responsible for mentoring and guiding new hires and colleagues in career transition, fostering a culture of learning and growth within the teams.
My technical knowledge spans across multiple languages and frameworks, including C# .Net, Microsoft SQL Server, Oracle PL SQL, JQuery, Javascript, Coldfusion, PHP, Delphi, Python, MySQL, WebServices, e-Commerce, Intranet, Client-Server Systems, User Support (internal and external), and Web Scraping.
I am always eager to learn and stay updated on the latest technologies and best practices, and I enjoy sharing my knowledge and expertise with others. If you're looking for a skilled technical leader who can help you drive innovation, solve complex problems, and empower your teams, don't hesitate to get in touch!More...
Fabrizio Fuchslin
Full Stack Developer@UBS
Verified
Web- and Mobile App Frontend Developer (+5 years experience)
- React
- React Native
- AngularJS
Backend Developer (+4 years experience)
- Java/Kotlin
- NodeJS
- GraphQLMore...
After more than a decade in corporate leadership roles across operations, onboarding, and transformation strategy, I made the decision to step into more flexible, high-impact work that aligns with both my expertise and family priorities.
At Aflac, I led teams responsible for onboarding 1,200+ client accounts and generating over $70 million in new business annually. I’ve built departments from scratch, launched digital transformation efforts, coached high-performing teams, and served as a trusted partner to executive leadership. My work has consistently focused on solving complex operational problems, building systems that scale, and driving measurable impact—from improving billing adoption to reducing processing times by over 50%.
Today, I apply that same energy toward meaningful freelance consulting, part-time advisory roles, and project-based operations work. If you’re looking for someone who can bring clarity, structure, and momentum to your business—I’m in.More...
Nick Mendoza
Risk and Control Manager
Verified
I am Nick Mendoza and I have been practicing external and internal audit within the financial industry for 10 years collectively, and now enhancing my experience as Risk and Control Officer for one of the global top-tier banks. The most recent job I have as a risk and control officer provided me with direct experience in organising, designing and facilitating financial and non-financial risk. This also gave me the opportunity to directly interact with very high-level stakeholders as part of my monthly CFO risk and control reporting.More...
Suzanne O'Connor
Chief Of Staff@Prudential Corporation Asia
Verified
Experienced Chief Of Staff with a demonstrated history of working in the financial services industry.
Extensive experience in identifying the needs of senior management and leading the execution and delivery of requirements.
Specialising in programme management, engineering conferences, communications, workforce management, service design, service improvement, technical project management, client and stakeholder management and transformation.More...
I am a senior international family office executive with 20+ years of domestic and global experience.
Throughout the years, I have leveraged special expertise in UHNW family office design, structure and operation.
I developed a matrix for the structuring and operation of a complete family office.
My expertise includes the structuring of Family Governance, wealth management, foundations and philanthropy, personnel administration, real estate, estate planning, management of luxury assets, and running an operating domestic and international businesses.More...
Andrew Hellman
Senior Copywriter@One Part Co
Verified
Senior copywriter with a brand strategist’s brain and a creative lead’s discipline. I distill complex ideas into clear, compelling language—and hold voice across every surface, from DTC launch campaigns to C-suite decks. Web, email, packaging, naming, scripts—whatever gets it done. Fast to onboard, easy to brief, and always on voice.More...
Lexy C
FR > EN(US) Legal and General Translator
Verified
Lexy C is a dynamic C-Suite leader, where she spearheads the development of cutting-edge technology products that redefine industry standards. With over a two decades of experience in business growth and a passion for innovation, Lexy has successfully launched multiple award-winning platforms that have significantly boosted the company's market presence. Her strategic vision and leadership have been instrumental in driving a 40% increase in annual revenue over the past three years. Lexy holds a Juris Doctor degree in International Law from an accredited US University and a B.A. in French and Religion. She is a sought-after speaker on technology and entrepreneurship at global conferences and a certified FR > EN(US) legal linguist.More...
Hugo Clark
Financial & Strategic Consultant
Verified
Hugo Clark is a seasoned Financial & Strategic Consultant with over 2 decades experience in optimizing business performance and driving growth. He specializes in crafting innovative financial strategies that align with clients' long-term goals. Hugo ran Equity Trading at Goldman Sachs and UBS in London and is well accustomed at making sense, and taking advantage, of a complex financial world. Outside of work, he dedicates his time to his family, his garden and travelling.More...
Lawrence Miera
Director of Operations@Idea Flows
Verified
Lawrence Miera is a seasoned professional in Global Operations. He has extensive experience in managing and optimizing operational processes, implementing strategies to improve productivity, and leading teams to achieve business objectives in financial services. Lawrence has demonstrated strong leadership skills, strategic planning abilities, and a commitment to operational excellence throughout his career. His areas of expertise include project management, data management, and business process improvement. He is known for his analytical skills and ability to solve complex operational issues. Prior to his current role, Lawrence has worked in various leadership roles, gaining valuable experience in operational management. He holds a degree in Business Administration and has participated in numerous professional development programs. Lawrence is a dynamic leader who thrives in fast-paced, challenging environments.More...
Marcin Kosidłowski
Change Manager / Project Manager@Change Management by Marcin Kosidłowski
Verified
Marcin Kosidłowski is a dynamic Change Manager and Project Manager at Change Management by Marcin Kosidłowski, where he specializes in driving transformative initiatives that enhance organizational efficiency and resilience. With over a decade of experience in managing complex projects, Marcin has a proven track record of leading cross-functional teams to deliver strategic solutions on time and within budget. His expertise in change management methodologies has enabled numerous companies to seamlessly adapt to evolving market demands. Marcin is passionate about fostering a culture of continuous improvement and innovation, ensuring sustainable growth for his clients.More...
Christopher Thompson
Principal Consultant@The Obadiah Group
Verified
Chris Thompson is a dynamic Principal Consultant at The Obadiah Group, where he leverages over 45 years of industry experience to drive transformative business strategies for Small and Medium sized businesses (SMBs). With a keen eye for innovation and a track record of delivering sustainable growth, Christopher excels in aligning organizational goals with cutting-edge technological solutions. He earned an BA in Economics and the Russian Language from the University of Michigan and an MA from Wesleyan University in American History. Chris is highly regarded for his empathetic leadership and his ability to foster collaborative environments that inspire creativity and excellence.More...
Jon Reid
Investment Consultant
Verified
Jon Reid is an experienced Investment Consultant with over twenty years experience in the financial industry. He specializes in working with startup and growth companies on growth strategy. Jon holds an advanced degree in Electronic Engineering and is a Chartered Financial Analyst (CFA). Corporate finance advisory for startup companies. Global equity investment, asset allocation, macroeconomics and industry analysis. Equity research. Focus on team-oriented goals. Client relationship management. Sustainable investment and product
development.More...
Patricia Santini
Director Learning and Development
Verified
Hi there! I’m Patricia Santini—a strategic, forward-thinking learning and development leader with a passion for helping organizations grow through impactful, enterprise-wide learning programs.
I’ve spent over 15 years designing and delivering global learning strategies that build leadership pipelines, promote compliance and risk awareness, and prepare teams for the future—think AI fluency, innovation, and cultural transformation. My experience spans both regulated and non-regulated environments, with leadership roles at companies like Mars, UBS, and KPMG.
At Mars, I recently helped craft global learning experiences aligned with leadership and professional development goals, introducing governance models to ensure consistent, measurable results. Before that, I led enterprise leadership development at UBS—scaling impactful manager journeys across global teams. At KPMG, I built their first learning analytics function to track the ROI of coaching and compliance initiatives, and led internal comms to drive engagement at all levels.
My work blends strategy and creativity—bringing together data, stakeholder collaboration, and emerging tech to deliver learning experiences that really make a difference. Whether it’s developing immersive simulations, streamlining learning platforms, or leading volunteer work with ATD and MPAC, I love helping people learn, grow, and succeed.
Let’s connect—I’m always up for conversations about building better learning ecosystems and reimagining what’s possible in L&D!More...
Wesley Shepherd
Head of Global Support@Worldpay
Verified
Wesley Shepherd is the Head of Global Support at Worldpay, where he leads a dynamic team dedicated to enhancing customer satisfaction and operational efficiency. With over 15 years of experience in fintech, Wesley has a proven track record of implementing innovative support solutions that drive business growth. He is passionate about leveraging technology to improve customer experiences and streamline processes. Outside of work, Wesley enjoys hiking and exploring new cultures through travel.More...
Jiaxin Loh
Event Marketing Professional
Verified
Event marketing professional with over seven years of comprehensive experience in events management, event marketing, B2B marketing strategy, and stakeholder management across diverse industries.
Hit me up for:
- Strategic planning and execution of multi-faceted marketing events
- Budget and hospitality portfolio management
- Market Research
- Creation of marketing collateral and content
- Translation (between English and Mandarin)More...
Alexandra Chamilothoris
Director, Product Management@Broadridge
Verified
With 25 years of experience across product, strategy, and customer experience, I’ve spent my career turning big visions into real outcomes.
At Broadridge, I lead multi-million dollar application launches for Fortune 500 clients—delivering solutions that meet both industry standards and client needs.
Before that, I was at the center of strategy, business development, and client services—where I built my foundation and a reputation for first-class execution and thoughtful customer experiences.
Over time, I mastered what makes an offer irresistible—how to position it, package it, and launch it in a way that demands attention and drives results.
But here’s what I know to be true:
The most powerful businesses aren’t built in boardrooms.
They’re built by visionaries who refuse to blend in.
My heart is with the small businesses, the innovators, the industry shakers:
🔥 The ones with big ideas and no clear path to execute them
🔥 The ones sitting on something powerful, but needing the right structure to bring it to life
Today, I help retail and service-based businesses take their big ideas and turn them into profitable offers that stand out, sell out, and become unforgettable.
✅ Offers that deliver
✅ Offers that feel energizing
✅ Offers that are in-demand
I don’t believe in one-size-fits-all strategies—because your business isn’t a template. It’s yours.
The way you work, lead, and want to grow—it all matters.More...
Tobias Heyden
Managing Director@nowinta investment group
Verified
Tobias Heyden serves as the Managing Director at Nowinta Investment Group, Spain where he spearheads strategic initiatives that drive sustainable growth and innovation. With over 30 years of experience in the financial services sector, Tobias has a proven track record of enhancing operational efficiency and delivering exceptional client value. He is renowned for his visionary leadership and commitment to fostering a culture of excellence and collaboration. Tobias holds an MBA from a renewed Swiss Business school and is an active member of Lions International.More...
Delicia Hallman
Brand & Communications Lead@SilverLining Inc.
Verified
Delicia Hallman is the dynamic Brand & Communications Lead at SilverLining Inc., where she creates and executes brand and marketing strategies that elevate the company's presence. With over 15 years’ experience in Communications and brand management, she has successfully launched campaigns that have significantly increased brand visibility and customer engagement. Delicia is known for her creative vision and adept leadership, fostering a collaborative team environment that drives excellence.
Delicia has worked in wealth investment management and technology, leading executive support, sales support, social media, content creation and management and client outreach communications. Website creation and management, videos, newsletters, town halls, events, apps, display signage, reputation and crisis management, internal and external communications, employee and stakeholder engagement are all part of her expertise.More...
Kelly Loh
Former equity markets dealer
Verified
Kelly Loh is a seasoned professional in the financial industry, with a particular focus on equity markets. She has extensive experience as an equity markets dealer, where she was responsible for executing trades, managing portfolios, and analyzing market trends. Her expertise lies in understanding the complexities of the stock market, making strategic investment decisions, and managing financial risks. Kelly's strong analytical skills, coupled with her deep knowledge of financial markets, make her an asset in any investment-related role. She has a proven track record of delivering strong financial results and effectively managing client portfolios.More...
Alan Wepener
CEO & Founder@Svantero
Verified
Over twenty years of experience in Investment Banking, Asset Management and digital assets gained at institutions like JP Morgan, PIMCO Asset Management and CEX.io where he was Managing Director and Chairman. He is a certified anti-money laundering specialist with an MBA in Strategic Planning, and has extensive experience in financial derivatives trading, cryptocurrency, portfolio management and regulatory compliance.
Alan is currently the CEO and Founder of Svantero, a sustainability company that is industrialising carbon credit production and building the world's first decentralised exchange for spot and derivative carbon financial productsMore...
Johan Louw
Senior VP of Startegic Programs@Sigyn Therapeutics
Verified
Johan Louw is a seasoned executive with an extensive background in the biotechnology industry. He currently serves as the Senior Vice President of Strategic Programs at Sigyn Therapeutics, a medical technology company focused on the treatment of life-threatening inflammatory conditions. Prior to joining Sigyn, Louw held various senior leadership positions within the healthcare sector, demonstrating his expertise in strategic planning, business development, and program management. His profound understanding of the biotech space, combined with his well-honed leadership skills, make him an invaluable asset to the Sigyn team. Louw's dedication to advancing healthcare solutions continues to drive his career and contribute to his reputation as a respected industry leader.More...
Rick Lewis
HR PROFESSIONAL@Open to work
Verified
Rick Lewis is a seasoned HR Professional currently Open To Work. With extensive experience spanning over two decades in the Human Resources field, Rick has honed his skills in areas such as talent acquisition, employee relations, performance management, and HR policies and procedures. He has a proven track record of developing effective HR strategies that align with company objectives, foster a positive work environment, and drive organizational success. Rick holds a master's degree in HR Management abd Development with a. CSM certification. He is known for his strong interpersonal skills, strategic thinking, and commitment to promoting diversity and inclusion in the workplace. Rick is currently open to new opportunities where he can leverage his expertise to make a positive impact.More...
Yashpreet Kaur
Integration and project management professional
Verified
Yashpreet Kaur is a seasoned integration and project management professional with a demonstrated history of delivering successful projects in various industries. She possesses a strong background in integrating complex systems and managing diverse teams. Her expertise includes strategic planning, risk management, and optimizing operational efficiency. Kaur's leadership and communication skills enable her to effectively collaborate with stakeholders at all levels. She is known for her ability to manage multiple, concurrent projects while maintaining high standards of performance. Her proficiency in various project management tools and methodologies contributes to her ability to drive project success from conception to completion.More...
Kate Granger
Founder & CEO@Trajan & The global network
Verified
Trajan & The Global Network Company, under the leadership of Founder and CEO Kate Granger, is a top-tier firm specializing in providing strategic business solutions and digital transformation services. The company thrives on its advanced technological capabilities and innovative solutions, aimed at enhancing business performance and driving growth for its global clientele. Kate Granger's visionary leadership and strategic direction have been instrumental in the company's success, enabling it to establish a strong global presence and a diverse client portfolio. The company's focus on customer-centric solutions, technological innovation, and sustainable practices sets it apart in the competitive global market.More...
Emilia Lopez
Reliability Engineer@Jefferies
Verified
Emilia Lopez, as a Reliability Engineer at Jefferies, your role is crucial in maintaining the company's operational efficiency. Your expertise in analyzing the systems, identifying potential issues, and implementing preventive measures has significantly reduced downtime and increased productivity. Your collaboration with cross-functional teams to develop and implement reliability plans has greatly improved overall system performance. Your continued efforts towards process optimization and risk management are highly valued and contribute significantly to the company's growth and success.More...
Guilherme Hildebrand
Project Director
Verified
A seasoned engineer with extensive experience in payment services and product development. Proficient in the
application and creation of methodologies to achieve desired outcomes, with PMP certification. Successfully led program and project management initiatives within the global Card Market and other industries, leveraging data science techniques and advanced analytics to strengthen value propositions in high-performance environments.
Adept in metrics management, ensuring data-drivenMore...
Mark D'Amara
IT Consultant@Telesto Technologies Ltd
Verified
Mark D'Amara is an accomplished IT Consultant at Telesto Technologies Ltd, where he leverages his extensive experience in information technology to develop and implement strategic solutions for clients. With a strong academic background in computer science, Mark has honed his skills across a variety of IT domains, including data analytics, network security, and software development. His unique approach to IT consultancy combines technical expertise with a deep understanding of business needs, enabling him to deliver tailor-made solutions that drive operational efficiency and business growth. Over his career, Mark has consistently demonstrated his ability to manage complex projects, lead teams, and navigate the ever-evolving landscape of IT. His commitment to staying abreast of the latest industry trends and technologies ensures he delivers cutting-edge solutions to his clients.More...
Iman Taleb
Equity Sales Trader
Verified
Former Equity Sales Trader, Financial Engineering Masters Graduate and Accountancy Undergraduate. Interested in trading and markets, financial advisory, Excel spreadsheet generation (formulas, formatting, VBA automation), text editing, poster publishing, basic coding (Python, C++, R Studio), maths tutoring.More...
Jacques Du Plessis
IT Specialist@Edendale School
Verified
Jacques Du Plessis, as an IT Specialist at Edendale School, I play a crucial role in managing, maintaining and improving the school's IT infrastructure. All responsibilities include troubleshooting technical issues, implementing new software and hardware, and ensuring the school's network security. My expertise in IT systems and problem-solving skills are essential in ensuring the smooth operation of the school's computer systems and network. Also the role is instrumental in supporting the school's digital learning initiatives and maintaining a secure and efficient IT environment.More...
Michael Zambon
Director of Sales and Strategy
Verified
15+ years of proven success in delivering shareholder value within the wealth & asset management space in both domestic and international markets.
Highly determined, innovative, effective and experienced leader driving key strategic business initiatives. Highly specialized in managing wealth investment advisory/managed accounts businesses, along with a balanced background in sales, business strategy, product & portfolio management, digital transformation, financial modelling, risk management, and finance. Fluent in Spanish and basic knowledge of Portuguese.
Strengths:
• Wealth & Asset Management (E2E Lifecycle)
• Portfolio Management & Construction
• Business Management (Expertise in Multi-Asset Class Portfolios)
• Equity & Fixed Income Fund Research & Due Diligence
• Global Market Entry Research & Strategy
• Sales Negotiation
• Technology solutions strategy
• Solution selling
• Qualifying prospects
• Exceed sales goals
• Management Consulting
• Sales & Relationship Management
• Digital Transformation
• Project Management
• Distribution Strategy
Geographic Experience:
• North America (US, Canada & Mexico)
• South America (Argentina, Paraguay, & Brazil)
• EMEA (UK, Poland, UAE, and Russia)
• APAC (Singapore, Hong Kong, India, Korea, and Japan)More...
Nathalia Massa Von Gal
Business Manager & Investment advisor
Verified
I am an experienced finance professional with a strong background in private banking, investment solutions, and business development. I have worked at Credit Suisse, Julius Baer Family Office, Santander Asset Management, and UBS
Wealth Management, where I managed client relationships, led business initiatives, and developed investment strategies. I am skilled in project management, investment analysis, and business intelligence tools such as Tableau and Alteryx. I hold a degree in Business Management from Fundação Getúlio Vargas and am a CFA Level II candidate.More...
Dan Mullineaux
Finance Professional
Verified
Career professional in finance both in asset management and investment banks in sales/ trading role.More...
Daniel Madera
VP, BSA AML Data Manager@Alma Bank
Verified
Executive Summary:
During the past month, the BSA AML Data Management team has made significant strides in improving data quality and compliance. Our recent implementation of automated data validation tools has significantly reduced manual errors, increasing the accuracy of our AML reports by 20%.
We have also introduced new data analytics techniques that have enhanced our ability to identify suspicious transactions. This has resulted in a 30% increase in the detection of potentially fraudulent activities.
However, there are still areas for improvement. Our data integration process remains a challenge, causing delays in data analysis and reporting. We are currently exploring new data integration tools to address this issue.
In conclusion, our team is making steady progress in strengthening our BSA AML data management processes. Our focus for the next quarter will be on improving data integration and further enhancing our data analytics capabilities.More...
Alexander Gorenstein
IT Director@Sotheby's
Verified
Technical leader with >10 years experience in engineering, business, and technology. Bilingual french/english.More...
Micaela Pazos
HR SENIOR SPECIALIST@Roche Pharmaceuticals
Verified
Micaela Pazos is a highly skilled human resources professional currently holding the position of HR Senior Specialist at Roche Pharmaceuticals. With a strong background in HR management and strategic planning, Micaela has made a significant impact in her role at Roche Pharmaceuticals, a global leader in the healthcare industry. Her areas of expertise include talent acquisition, employee relations, and performance management. Micaela's commitment to fostering a positive and productive work environment has earned her recognition in the field. Prior to her role at Roche, Micaela gained extensive experience in various HR positions, further enhancing her industry knowledge and practical skills. She is known for her excellent leadership abilities, effective communication, and strategic problem-solving skills.More...
Felipe Rojas
Managing Partner@Advanz Capital Partners
Verified
Felipe Rojas is a seasoned financial professional and the current Managing Partner at Advanz Capital Partners. With a strong background in finance, investment management, and strategic planning,
Felipe has a proven track record in driving business growth and financial success. Prior to his position at Advanz Capital Partners, Felipe held key roles in several prestigious financial institutions, honing his skills in financial analysis, portfolio management, and investment strategies.
His expertise in the financial sector, coupled with his leadership skills, has been instrumental in positioning Advanz Capital Partners as a leader in the investment industry.
Felipe holds a degree in Business Administration and is known for his innovative thinking and a hands-on approach to tackling complex financial challenges.More...
David Anschau
Interim CEO/CFO & Startup Advisory@Aston Consulting AG
Verified
David Anschau is currently the Interim CEO/CFO and Startup Advisory at Aston Consulting AG. With a strong background in finance and business strategy, he specializes in providing strategic advice to startups, helping them navigate financial challenges, and guiding them towards sustainable growth. His role involves overseeing financial operations, implementing strategic plans, and advising on business development. His expertise lies in areas like financial planning, business strategy, risk management, and corporate finance. With his leadership, Aston Consulting AG aims to provide effective solutions to startups, aiding in their successful establishment and growth in the market.More...
The majority of Elizabeth’s career has been spent as a manager on the branch level within Wealth Management. She has developed expertise in many aspects of Practice Management, including Sales Leadership Training, Client Relationship Management, Recruiting, Team Formation, Team Development and Succession Planning.More...
Kim Vespa
HR Consultant@Kim Vespa Consulting
Verified
An experienced executive and people leader with an extensive background in Strategic Human Resources, cultural transformation, HRIS and management.
Kim is passionate about being a HR expert and people leader and has broad full cycle HR experience in both large global institutions and small privately-owned businesses. Kim has a real focus on strategy and business partnering with employee engagement and culture transformation at the core, resulting in an authentic pragmatism which gives her a capacity to understand people and the importance of human capital. Kim's intellect and confidence allow her to make sound strategic decisions to support business goals and business growth. As both a freelance HR consultant and holding several long term senior HR appointments, Kim is able to draw on her breadth of experience across many industries, including Banking, Technology, FMCG and sport. Kim's hands on, practical approach has made her widely respected and well regarded in her industry and among her peers. Kim's skills and experiences are extremely unique and she is excited about working on projects with organisations where she can share her wealth of knowledge from both the world of business and HR and make a successful impact together.More...
Natalia Friedrich
Relationship Manager@Julius Baer
Verified
As a Relationship Manager at Julius Baer, Natalia Friedrich has successfully nurtured and managed key client relationships, leading to increased client satisfaction and retention. She has demonstrated excellent communication and negotiation skills, along with a deep understanding of financial markets. Natalia has also been instrumental in developing and implementing relationship management strategies that have significantly contributed to the company's growth and profitability.More...
Tania Johnson
Executive Assistant@HSBC
Verified
Executive Assistant at HSBC, plays a critical role in coordinating and executing administrative tasks. I am responsible for managing schedules, organizing meetings, and providing support to executives. I have been instrumental in streamlining office operations, improving internal communication, and ensuring seamless business operations. My role includes handling confidential information, demonstrating trustworthiness and integrity. My exceptional organizational skills and attention to detail have contributed significantly to the efficiency and productivity of my team.More...
Kate Heisler
Executive Assistant
Verified
With over 18 years of experience in high-level administrative support, my most recent role as Executive Assistant to the President and CEO of Main Street America Insurance has fine-tuned my competencies in communication and problem-solving. Holding the Professional Administrative Certification of Excellence, I've developed a knack for fostering interpersonal relationships that underpin organizational success. My professional ethos involves enabling streamlined, effective operations through meticulous support and strategic problem resolution.More...
Tom Caldwell
Assistant General Counsel@Dow Jones
Verified
Tom Caldwell is a seasoned legal professional currently serving as the Assistant General Counsel at Dow Jones & Company, a global provider of news and business information. With a comprehensive understanding of media law, intellectual property, and corporate governance, he plays an instrumental role in protecting the company's legal interests, advising on strategic initiatives, and managing complex litigation.
Prior to his role at Dow Jones, Tom held positions at notable consulting firms where he honed his skills in corporate law and Privacy. He earned his Juris Doctor degree from a top-tier law school, further solidifying his legal acumen.
Throughout his career, Tom has demonstrated a strong commitment to ethical business practices, strategic decision-making, and effective team leadership. His deep knowledge and experience in privacy law make him an invaluable asset to Dow Jones & Company.More...
Martin Stadler
Founder@ATENER
Verified
Experienced start-up founder, with more the 25 years of experienceMore...
Sanand Parikh
Sales Leader@Amazon Web Services
Verified
As a Sales Leader at Amazon Web Services, Sanand Parikh has successfully led a team to achieve significant sales growth, consistently meeting and exceeding sales targets. He has established strong relationships with key clients, effectively managed large accounts, and implemented strategic sales plans. His leadership has contributed to the overall success of the company, making him a valuable asset to Amazon Web Services. He has also demonstrated exceptional skills in negotiation, customer service, and teamMore...
Elena Kalinova
Investment Banking Analyst@UBS Investment Bank
Verified
Ambitious young professional with experience in:
🏦 Investment Banking | 🔎 Private Equity | 💫 a passion for Finance,
Economics and Innovation, and commitment to continuous learningMore...
Emmanuel EXPOSITO
Advisory Board Member@Nwebee
Verified
Emmanuel Exposito is a Venture Builder, in a venture-building firm that specializes in helping entrepreneurs launch and scale their businesses.
Emmanuel has over 15 years of experience in the startup and venture capital industry. He has a deep understanding of the venture capital landscape, having worked with some of the world’s leading venture capital firms.
He has also been involved in the launch of several successful startups.More...
Julie Salamin
Talent Acquisition Partner@Independent
Verified
As Talent Acquisition Partner for a healthcare player in Switzerland, I have successfully identified, recruited, and onboarded top-tier talent that significantly contributed to the company's growth. I have implemented effective talent acquisition strategies, streamlined the hiring process, and improved the company's employer brand. My excellent communication and negotiation skills have allowed me to build strong relationships with potential candidates and stakeholders. I have also achieved a high retention rate due to my ability to match the right talent with the right role.More...
Katherine Munoz
Business Development@Kmunoz.com
Verified
Katherine Munoz is a seasoned professional in the field of business development, currently serving as a Business Development Executive at Kmunoz.com. She has a wealth of experience and knowledge in the areas of strategic planning, market research, and business expansion. Katherine's expertise lies in identifying and capitalizing on business opportunities to increase company profitability and growth. She is known for her strong analytical skills, ability to form strategic partnerships, and her innovative approach to business development. Katherine holds a degree in Business Administration and has continuously strived to stay updated with the latest trends and developments in the business world. She is recognized for her exceptional leadership skills and commitment to driving business success. Her contributions to Kmunoz.com have played a pivotal role in the company's expansion and prosperity.More...
Nicola Nembrini
CEO and Owner@Nembrini consulting
Verified
Nicola Nembrini is a highly experienced and successful professional, currently serving as the CEO and Owner of Nembrini Consulting Company. Under his leadership, the company has achieved significant growth and success, offering top-tier consulting services to a diverse range of international clients. Nicola's strategic vision, combined with his strong leadership skills and deep understanding of the consulting industry, has positioned the company as a trusted and reliable partner in the market. His commitment to delivering exceptional value to clients and his ability to drive innovation within the company continues to set Nembrini Consulting apart from its competitors.More...
Busola Oladimeji
Finance specialist@N/A
Verified
Busola Oladimeji is a seasoned finance specialist with a deep understanding of financial analysis, planning, and strategy.
Busola earned her degree in Accounting & Finance and has since honed her skills in various financial areas including financial control, audit, internal controls and risk management.More...
Peter Greis
Consultant AI / ML / Data Sciences@Freethinker AG
Verified
Peter Greis is a seasoned consultant in the fields of Artificial Intelligence (AI), Machine Learning (ML), and Data Sciences, holding Masters degrees in both Artificial Intelligence and Computer Science. He leverages his extensive experience and expertise to help organizations effectively utilize AI and ML technologies to optimize their operations, improve decision-making processes, and gain a competitive edge in the market. With a strong focus on data-driven strategies, Peter provides strategic guidance, technical advice, and practical solutions to overcome complex business challenges. He is highly skilled in designing and implementing advanced analytical models, developing data infrastructures, and leading cross-functional teams. Peter's broad industry knowledge and strategic insights make him a valuable asset for any organization looking to harness the power of AI, ML, and data sciences.More...
Ifeoma Orhiunu
CEO@Oyoma Consultancy
Verified
Oyoma Consultancy has experienced significant growth and success in the recent quarter. Our client base has steadily expanded by 30% in the past year, and our overall revenue has increased by 20%. Our team has effectively implemented new strategies to improve our services, leading to higher client satisfaction rates. Our focus for the next quarter will be to invest in our teams, enhance our competitive strategies, and continue to improve our service delivery.More...
Massimo Borrelli
Executive Vice President@Boreal Capital Management AG
Verified
Massimo Borrelli currently serves as the Executive ViceVP at Boreal Capital Management AG. In this role, he is responsible for overseeing all operational aspects of the company, including financial planning, investment strategies, and risk management. With his extensive experience in the financial industry, Borrelli has developed a deep understanding of the global financial markets and asset management. His leadership skills and strategic thinking have greatly contributed to the growth and success of Boreal Capital Management AG.More...
Genevieve Whitaker
CEO@The Whitaker Consultant Group
Verified
The Whitaker Consultant Group, under the leadership of CEO Genevieve Whitaker, is a leading consulting firm offering strategic solutions to businesses. The company is committed to delivering high-quality services to its clients, helping them navigate through complex business challenges. The company's expertise lies in various sectors, providing comprehensive solutions that drive growth and enhance business performance. The Whitaker Consultant Group is dedicated to maintaining its reputation for excellence, innovation, and integrity, all while fostering a client-centric approach to consulting.More...
Marty Kraus
Product Leadedship@Self-employed
Verified
🔹 About Me:
Highly accomplished product development professional with a deep knowledge base of financial products and services and a proven track record of driving strategic initiatives, building successful teams, and establishing key partnerships across leadership levels. I bring extensive experience spanning Agile product development, internal sales, operations, client service, project, and team management.
🔹 Key Skills:
• Expertise in driving Agile methodologies to streamline product development processes and enhance efficiency, with a focus on delivering exceptional client service and maximizing value for stakeholders.
• Proficient in identifying opportunities and executing strategic initiatives to drive business growth and meet organizational objectives.
• Skilled in building and leading high-performing teams, fostering collaboration, and cultivating a culture of innovation and excellence.
• Experienced in establishing and nurturing partnerships with key stakeholders to drive cross-functional alignment and achieve business goals.
• In-depth knowledge of fee-based investment advisory programs, mortgages, securities-based lending, and financial planning.
🔹 Open to Opportunities:
Passionate about driving innovation and making a meaningful impact. Open to new opportunities to collaborate, lead, and contribute to the success of dynamic organizations.More...
Yash Sabhadiya
Finacial Advisor@Citigroup
Verified
Yash Sabhadiya is a Financial Advisor at Citigroup, an American multinational investment bank and financial services corporation. In his role, he offers financial advice to clients, helping them to make sound financial decisions. He is responsible for assessing the financial needs of clients, developing investment strategies, and providing investment recommendations. Yash is known for his expertise in financial planning, risk management, and investment management. His excellent analytical skills, combined with his deep understanding of financial markets and products, enable him to provide effective solutions to clients' financial needs.More...
Nick Kalikajaros
Founder@Ploutos Global Advisory
Verified
Nick Kalikajaros is a seasoned entrepreneur and the founder of multiple successful companies. With a strong passion for innovation and business development, Nick has built a reputation for launching and managing startups across various industries. He boasts a wealth of experience in strategic planning, management, and business operations. Nick's entrepreneurial spirit and business acumen have been instrumental in his role as a founder, where he excels at identifying market opportunities and transforming them into profitable business ventures. He is recognized for his leadership skills, ability to make strategic decisions, and his knack for fostering strong business relationships. Nick Kalikajaros' commitment to excellence and continuous growth remains the driving force behind his successful entrepreneurial journey.More...
Todd Wiltshire
CFO & Co-Founder@Pneumeric, Inc.
Verified
Versatile Finance and Operating professional that successfully transitioned from financial services to medical technology & devices industry. Co-Founder of growth-stage medical device company with demonstrated strong leadership across all financial and operating functions to take company from start-up to post Series A. Data driven decision maker who leverages expertise in financial strategy and operations to execute and deliver innovative solutions to complex problems and achieve growth and profitability.More...
Martin Teevan
Managing Principal@Sheehan Finance
Verified
Marty Teevan delivers three decades of expertise in global capital markets and corporate finance and leadership roles at premier firms and entrepreneurial boutiques. At Sheehan Finance (“Sheehan”), Mr. Teevan provides advisory services, valuation, M&A, and capital formation. Spanning every US and European credit and idiosyncratic crisis over that time, his unique skill set combines business building, leveraged and structured finance, private placements, and complex cross-asset and distressed special situations trading and investing. While in London from 1998-2005, Mr. Teevan was a key player during the formative period of European High Yield and Distressed as an asset class. Always as a player-coach, his management has included trading, sales, research, capital markets, and operations across multiple time zones. Mr. Teevan possesses an unparalleled network of 10+ year C-Level and senior relationships at premier US and European asset managers across investment strategies. He is a trusted resource to management and prominent institutional investors and a Subject Matter Expert on capital markets and alternatives.More...
Bogdan Cazacu
Senior Systems Engineer@EPAM Systems
Verified
Bogdan Cazacu is a seasoned professional in the field of systems engineering, currently serving as a Senior Systems Engineer at EPAM Systems. He brings with him a wealth of experience in designing, testing, and optimizing complex systems, providing technical expertise to improve efficiency and performance. Bogdan's technical acumen spans across various technologies and platforms, making him an invaluable asset to EPAM's engineering team. He has a proven track record of successfully managing large-scale projects and delivering innovative solutions. Before EPAM, Bogdan held various engineering roles where he honed his skills and deepened his knowledge. He is known for his problem-solving capabilities, leadership skills, and commitment to continuous learning and improvement.More...
Daniel Beldowski
Data Architect / Data Modeler@GSK
Verified
This executive summary provides an overview of the current data architecture and modeling trends and strategies. Data architecture has become a crucial part of GSK's operations, enabling the company to make data-driven decisions and improve efficiency. We've implemented a robust data modeling system that enhances data quality, consistency, and accessibility. Our team has been focusing on data governance, ensuring that the data in use is accurate, reliable, and secure. We've also been leveraging innovative technologies like AI and machine learning for predictive analytics. Moving forward, our goal is to further integrate data analytics into our business operations to drive growth and innovation.More...
Bruno Ferreira
Fullstack Developer@Bruno de Abreu Leonel Ferreira - Consultoria
Verified
I am a Fullstack developer with 18 years of experience with PHP and more than 7
years with JS technologies, such as: NodeJs, Angular, Vue.js, React and React Native.
I also work very well with Databases, such as: MySQL, MSSQL, Oracle and Postgres.
And from NoSQL I know MongoDB well.
I have already carried out large projects in large companies, such as: Editora Abril, Editora
Saraiva and Estadão.
I am a great enthusiast of Javascript technologies.More...
Boguslaw Fraszko
Tech Leader@BNY Mellon
Verified
I have 15+ years of experience in IT and have a proven record of leading, developing and designing complex projects and architectural transformations. I'm proud of my several years of experience creating customized solutions to address specific customer requirements and improve overall productivity by building cutting edge systems. I have strong communication and problem-solving skills which turned out to be crucial in my latest positions. I ran many successful presentations to board of directors, stakeholders, executives, and clients. In BNY Mellon I was rewarded with Technology Star Award for 2020 tech delivery and innovations.More...
Maximilian Syndikus
Software Developer@Allianz Global Investors
Verified
Extensive background in designing and implementing complex backend systems. Multi-year experience in data and ML engineering.More...
Risk Management professional with 10+ years of 1st, 2nd, and 3rd line experience in financial services, banking, capital markets, stress testing, capital adequacy, balance sheet/asset-liability management (ALM), risk appetite, strategic planning, regulatory transformation, model risk management, treasury operations, FP&A, auditing, accounting, assurance, governance, compliance, enterprise risk management (ERM), consulting, and investment research. Certified Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) Level II candidate, Master of Finance, and Master in Science in Global Finance graduate with a background in economics and business administration. Competent in due diligence, financial modeling, reporting, forecasting, risk identification/assessment, project/program/change management, policy/process/control design, asset pricing, portfolio allocation, valuations, and analytics. Interested in economic research, fundamental analysis, corporate/strategic finance, market and credit risk, capital/liquidity planning and management, statistics, asset management, angel investing, Fintech, and DeFi.More...
Jenna Hall
Registered Associate@Morgan Stanley
Verified
Jenna Hall is a highly competent Registered Associate at Morgan Stanley, a leading global financial services firm. She is responsible for providing a variety of services to clients, including financial planning and investment advice. Jenna is known for her exceptional ability to build and maintain client relationships, demonstrating excellent communication and interpersonal skills. She is also proficient in various financial software and tools, and is committed to staying updated on market trends and financial regulations. Jenna's dedication to client satisfaction, combined with her financial expertise, make her a valuable asset to Morgan Stanley.More...
Sergey Lozovoy
Investment advisor@Banque International a Luxembourg
Verified
Sergey has worked with UHNW clients, implemented model portfolios, and developed a consistent approach to delivering optimized portfolios based on research-driven theme-based, top-down approaches. He is proficient in Microsoft Office, Excel, PowerPoint, and Word, as well as Bloomberg, HOLT, and Tableau. Sergey is also fluent in English, Russian, profecient in German, and has a working knowledge of French.
Sergey's experience and skills are well-suited for roles in investment management, business developmenMore...
Sydney Codrington
Senior Marketing Manager@Marriott
Verified
Sydney Codrington is a seasoned marketing professional currently serving as a Senior Marketing Manager at Marriott International, one of the world's most renowned hospitality companies. She brings a wealth of experience in marketing strategy, brand management, and integrated marketing communications, with a particular focus on the hospitality industry. Sydney's expertise lies in leveraging data-driven insights to develop and implement innovative marketing strategies that enhance brand visibility, customer engagement, and revenue growth. Prior to joining Marriott, she held various marketing roles in other notable companies, demonstrating her versatility and ability to deliver results across different sectors. Sydney holds an MBA in Marketing, underlining her solid academic foundation in the field. Her exceptional leadership skills and strategic problem-solving abilities have been crucial in driving Marriott's marketing success.More...
Adrian Cooper
Technology Delivery Lead@Wells Fargo Bank N.A.
Verified
Seasoned technology manager/ delivery lead with Financial Services.More...
Margherita Bocchi
Group business manager@Balich Wonder Studio
Verified
After a Master in Economics and Management in Arts Culture and Entertainment at Bocconi University, in 2016 she started working in the Global Art Sponsorship team of UBS bank in Zurich and she coordinated the Guggenheim UBS MAP Initiative for the Solomon Guggenheim Foundation in 2018. Since then she has been involved in strategic consultancy and planning in the creative and cultural sectors, with a focus on branding, partnerships and programs for public engagement. She coordinates the Group Business Platform at Balich Wonder Studio.More...
Rob Himmelman
Strategy|Consulting|Wealth Management@Consulting
Verified
Seasoned professional with Fortune 500 experience in sales, business consulting, wealth management, and banking.More...