Expert Details
Corporate Finance, Asset Management Operations, ESG Investing, Mining Investments, and Due Diligence
ID: 739656
Switzerland
Expert's key specialties include portfolio design, data and strategic modeling. Ever contemporary, she has recently expanded into data quality for enterprise security. Goals there include leveraging data and due diligence techniques for evaluating ESG investing in industries not specified by the EU taxonomy. The primary instance there is metals mining.
Throughout a 30-year career, Expert's exemplary roles have included CFO, Group Finance Director, Program Manager in a credit capacity, Head of IT Operations, Director of Private Clients, Founder and Director of her eponymous consultancy, Strategic Developer, Strategic Advisor, and Leader of Operations.
Expert's peers have recognized and recommended her in the following industries:
Investments
Private Equity
Mergers & Acquisitions
Alternative Investments
Hedge Funds
Asset Management
Venture Capital
Strategy
Finance
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1996 | Degree: MBA (partial) | Subject: Business Administration - Tech | Institution: Rutgers Graduate School of Management |
| Year: 1993 | Degree: BA | Subject: Modern Languages | Institution: ZHW Zürcher Hochschule Winterthur |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2020 to Present | Employer: Undisclosed | Title: Consultant | Department: |
Responsibilities:Expert specializes in data quality and data governance. Among other independent consulting engagements, she works under various contracts at Siemens, Private Banks, and Asset Managers.Expert has held numerous corporate finance and COO-esque rules. She possesses a keen professional interest in the data driving artificial intelligence and the cultural momentum related to AI. Her passions include cyber security support, standards, and data transparency. Topics include correlation models, ESG practices adherence, and sustainability goals, and UNDP: United Nations Development Programme. |
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| Years | Employer | Title | Department |
| Years: 2014 to 2020 | Employer: (Undisclosed) | Title: Director, Head Business and Portfolio Management | Department: |
Responsibilities:Expert held a Director role as Head of Business and Portfolio Management for four years. Her specific jurisdiction covered Global Asset Management and IT. Responsible for over 200 information technology professionals, her business management for global assets included CHF300B AuM and relationship management with IT and business partners.During this time, Expert led the program portfolio office and was tasked with the successful implementation and completion of compliance, reporting, the multiple KPI's, and auditing. Expert comprehensively managed IT finances and represented this global asset management team via Zurich. Previously, Expert served the company as Program Manager from mid-2014 to the end of 2015. Her role as Program Lead covered CSIS TOM-II and multiple directly related engagements. Expert upgraded, delivered, improved and implemented numerous workflow projects. She was also responsible for onboarding clients, establishing tax practices, and handling related topics. |
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| Years | Employer | Title | Department |
| Years: 2000 to Present | Employer: Undisclosed | Title: Consultant | Department: |
Responsibilities:For over 20 years, Expert has consulted at the c-suite and Executive Director levels, where a fourth title is Investment Advisor. Specializing in the mining and precious metals industries, she works with public and private companies alike.Her directly related services include banking; the establishment and structuring of companies; financial and legal translation; and relationship management. |
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| Years | Employer | Title | Department |
| Years: 2009 to 2013 | Employer: Central Asian Minerals and Resources PLC | Title: CFO | Department: |
Responsibilities:Expert served this minerals and resources company -- CAMAR -- as CFO and Group Finance Leader for four years. The organization specialized in gold. |
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| Years | Employer | Title | Department |
| Years: 1996 to 2009 | Employer: Various Employers | Title: Various Leadership Roles | Department: |
Responsibilities:Expert's prior major leadership roles have included:Director of Timeless Funds (2009-12) Investment Strategy Supervisor and Fund Manager (2009-11) Strategic Developer in a major advisory role (2007-09) Business Development Director in a funds and institutional investment capacity (2005-06) Director of Private Clients (2003-05) Strategic Consultant for a developer (2000-07) Senior Consultant, B2B Marketing (2000-01) Head of IT and Operations for an asset management consultancy (1996-2000) |
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Fields of Expertise
Agile development, Banking Operations, due diligence, corporate finance, gold mining, silver, digital asset management, CFO leadership, IT operations, IT leadership, IT program, IT program management, financial advisory, financial management, finance industry, financial industry, financial service, banking, banking leadership, investment, investment banking, private equity, private equity fund, merger, mergers and acquisitions, mergers and acquisitions financial analysis, alternative investment, hedge fund, asset management, venture capital, venture capital support, venture fundraising, venture investment, business strategy, strategy, strategy development, finance