Project Manager
- Co-founder and CEO of Experts Sans Frontières
- I speak French, English and Spanish fluently
- 11 years of experience in the banking industry, working for various Private Banks providing compliance advisory to the management. I worked on various transversal matters mainly related to markets, products, portfolio, services, clients, IT implementation, change management, investigations, risk assessments, organization & strategy, governance, implementation of various important regulatory changes bringing efficiency and success of key processes
- Main technical fields are: Mandates Discretionary Portfolio Management, Advisory, Execution Only, Markets & Investment Strategies, Suitability & Appropriateness, Product Distribution, Product & Portfolio Risks, Client Documentation, Controls, Directives, Governance, Organization & Strategy, Various Risk Assessments, Insider Trading, Market Manipulation, Market Investigations, Audit Preparation, Process Review, IT integration, Various Risk Assessments, FinTech, Training
- Change management, coaching and project management, notably with the implementation of IT solutions bringing efficiency and success of key processes. Work closely with mature tech firms
- Management skills, result oriented, listens to teams, with entrepreneurial mindset
- Passion for teaching and simplifying complex matters in practical aspects, with efficient learning techniques (more than 150 sessions provided; provides regular lectures / panels / seminars)
- Passion in traditional capital markets, technologies, and emerging non-regulated markets which are the crypto digital asset markets. Build Digital Asset Strategy for banks and asset managers
- I hold a Bachelor degree in Business management and economics with HEC University of Geneva and the CAS in compliance management
- Aside my consultancy activities, I provide lectures with VisionCompliance, Academy & Finance, co-lead the Geneva Fintech Community, member of the group of compliance officers, and I am co-founder and CEO of the Federation Experts Without Borders