Managed the Group Significant Risk Issue KYC/AML program with 170+ operational risk issues across all divisions and geographies split in 7 workstreams governed by the Group Executive Board; ensured execution and reporting of 9 compensating controls in the AML client risk scoring workstream affecting 5k+ accounts; provided quarterly reports to the Group Executive Board, Board of Directors, FINMA and Group Internal Audit; prepared materials for Chairman’s meeting with FINMA post-acquisition of Credit Suisse.

Business Risk Manager at BRM Advisory

January 1, 2022 - January 1, 2024

Supported 1,000+ client advisors; performed risk assessments for regulator-raised issues (FINMA, ESMA, MiFID, EMIR); implemented process, framework, policy updates; digitized global country rules; contributed to business transformation, target operating model, process vs. control mapping, policy harmonization and system transition during Credit Suisse integration.

Product Owner at UBS Partner

January 1, 2021 - January 1, 2022

Managed the development of the white-label digital investment advisory platform (C#/SQL/API/Cloud/PaaS) for 3rd party banks and UBS offices; led a team across Switzerland and Poland under Agile Scrum; acted as SME for multi-language portfolio management modules; supported testing, integration, and sales teams; produced prototypes, BRS, user stories, and prioritized backlog.

Investment Advisor at UBS Wealth Management / Global Wealth Management

January 1, 2019 - January 1, 2021

Advised 30+ high-net-worth clients with $550m+ assets; generated $6m+ revenue p.a.; top performer in 2020; led investment ideas and asset allocation workshops; SME for investment suitability.

Wealth Management Advisor (Associate Vice President) at UBS

January 1, 2014 - January 1, 2018

Managed ~$250m funds; launched 100+ thematic structured notes; developed cross-product strategies; supported cross-divisional solutions for client holding and operating companies; contributed to team performance.

Transaction Services Consultant at KPMG Europe LLP

January 1, 2011 - January 1, 2012

Tax due diligence for major acquisitions, financial and vendor due diligence, financial modeling; conducted business analysis and commercial due diligence; supported busy season audits for large clients.