Jonas Ricardo Morath
AeroLeads people directory · profile

Jonas Ricardo Morath Email & Phone Number

Business Analyst and Consultant and Transfer Pricing Manager at Optravis LLC
Location: Basel, Basel, Switzerland 7 work roles 4 schools
1 work email found @optravis.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@optravis.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Optravis LLC
Role
Business Analyst and Consultant and Transfer Pricing Manager
Location
Basel, Basel, Switzerland
Company size
40 employees

Who is Jonas Ricardo Morath? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonas Ricardo Morath is listed as Business Analyst and Consultant and Transfer Pricing Manager at Optravis LLC, a company with 40 employees, based in Basel, Basel, Switzerland. AeroLeads shows a work email signal at optravis.com and a matched LinkedIn profile for Jonas Ricardo Morath.

Jonas Ricardo Morath previously worked as Business Analyst / Consultant at Optravis Llc and Authorized Officer, Affluent Client Advisor, Personal & Corporate Banking at Ubs. Jonas Ricardo Morath holds Advanced Federal Diploma Of Higher Education In Business Administration, Business, Management, Marketing And Associated Supporting Services, 5.1 from Kv Pro.

Company email context

Email format at Optravis LLC

This section adds company-level context without repeating Jonas Ricardo Morath's masked contact details.

{first_initial}{last}@optravis.com
79% confidence

AeroLeads found 1 current-domain work email signal for Jonas Ricardo Morath. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Jonas Ricardo Morath

Jonas Ricardo Morath is a Business Analyst and Consultant and Transfer Pricing Manager at Optravis LLC. Colleagues describe him as "Jonas was my client advisor at UBS for many years and was my trusted advisor for the many financial topics one person can deal with. Jonas helped me build a balanced asset portfolio through the various instruments UBS offers. Jonas helped me navigate the complexity of house loans in Switzerland and provided my the best possible guidance for the loans I needed for my mortgages. While I will certainly miss Jonas as my trusted financial advisor, I will also miss his attitude towards customer service, always there to help answer questions, clarify doubts, support with complex international banking situations. Jonas knows how to take customer relationship to the trusted partnership level. And when it comes to money, that's gold. Thanks for the journey, Jonas. I wish you all the very best and certainly recommend you as a professional people can count on, Andre" and "Jonas Morath kann ich als kompetenten, geduldigen und vorausschauenden Kundenberater wärmstens empfehlen."

Current workplace

Jonas Ricardo Morath's current company

Company context helps verify the profile and gives searchers a useful next step.

Optravis LLC
Optravis Llc
Business Analyst and Consultant and Transfer Pricing Manager
Basel, BS, CH
Website
optravis.com
Employees
40
AeroLeads page
Company profile
View company profile Email format
7 roles

Jonas Ricardo Morath work experience

A career timeline built from the work history available for this profile.

Business Analyst And Consultant And Transfer Pricing Manager

Optravis Llc

Basel, BS, CH

Business Analyst / Consultant

Current
Optravis Llc

Basel, Switzerland

  • Providing deep-depth business data analysis of multinational companies to ensure timely and high-quality delivery of new software versions and data packages
  • Collaborate closely with internal developers, project managers and external stakeholders within implementation projects of our transfer pricing software solutions
  • Consult companies from different sectors and industries on transfer pricing issues
  • Ensure ongoing customer support and analysis of customer’s requirements
  • Basic training and coaching of clients
  • Support the recruiting team with screening of candidates and attending assessments
Jul 2023 - Present

Authorized Officer, Affluent Client Advisor, Personal & Corporate Banking

Ubs

Basel, Schweiz

  • Managing and developing an ambitious customer portfolio
  • Providing advisory and basic services, investment solutions, mortgage and complex retirement plan sales
  • Recognizing and implementing potential, developing the upper segment and liaising with experts in specific fields
  • Developing a private clients basis and acquiring new business
  • Providing on-the-job training.
Mar 2021 - Jun 2023

Affluent Client Advisor, Personal & Corporate Banking

Ubs

Basel, Basel-Stadt, Schweiz

Jul 2019 - Feb 2021

Private Client Advisor Basic, Personal & Corporate Banking

Ubs

Basel, Basel-Stadt, Schweiz

Sep 2017 - Jun 2019

Banker - Vocational Training

Deutsche Postbank Group

Karlsruhe, Baden-Württemberg, Germany

  • Financial advisor retail banking: Personal and corporate sector
  • Sales and quality management
  • Market and competition analysis
  • Personnel planning
Sep 2015 - Aug 2017

Research Associate - Department Numerical Simulation

Fraunhofer-Gesellschaft

Freiburg, Baden-Württemberg, Germany

  • Building several mechanical 3D models via CAD Software
  • Programming an interface in C# used to connect Satellite Tool Kit (STK) with research data: Visualizing of trajectories in earth's orbit
Sep 2012 - Apr 2014
Team & coworkers

Colleagues at Optravis LLC

Other employees you can reach at optravis.com. View company contacts for 40 employees →

PM Patricia Müller Patricia Müller Colleague at Optravis LlcBasel, Basel, Switzerland, Switzerland View → ML Michael Ledermann Michael Ledermann Colleague at Optravis LlcBasel, Basel, Switzerland, Switzerland View → CA Catalina Albadán Catalina Albadán Colleague at Optravis LlcBasel, Basel, Switzerland, Switzerland View → AJ André Jaekel André Jaekel Colleague at Optravis LlcGreater Munich Metropolitan Area, Germany View → CS Céline Stingelin Céline Stingelin Colleague at Optravis LlcBasel Metropolitan Area, Switzerland View → LP Luca Pietroniro Luca Pietroniro Colleague at Optravis LlcThürnen, Basel-Country, Switzerland, Switzerland View → JZ Julie Zahno Julie Zahno Colleague at Optravis LlcBasel, Basel, Switzerland, Switzerland View → MB Marvin Buff Marvin Buff Colleague at Optravis LlcBinningen, Basel-Country, Switzerland, Switzerland View → MG Mark Grether Mark Grether Colleague at Optravis LlcBasel, Basel, Switzerland, Switzerland View → JI Jose Ignacio Cazalilla Morenas Jose Ignacio Cazalilla Morenas Colleague at Optravis LlcBasel, Basel, Switzerland, Switzerland View →
4 education records

Jonas Ricardo Morath education

Advanced Federal Diploma Of Higher Education In Business Administration, Business, Management, Marketing And Associated Supporting Services, 5.1

Kv Pro

Diploma thesis (Grade 5.5): Sustainable investing at UBS - Real sustainability or just marketing to maximize profits? Company management.

FAQ

Frequently asked questions about Jonas Ricardo Morath

Quick answers generated from the profile data available on this page.

What company does Jonas Ricardo Morath work for?

Jonas Ricardo Morath works for Optravis LLC.

What is Jonas Ricardo Morath's role at Optravis LLC?

Jonas Ricardo Morath is listed as Business Analyst and Consultant and Transfer Pricing Manager at Optravis LLC.

What is Jonas Ricardo Morath's email address?

AeroLeads has found 1 work email signal at @optravis.com for Jonas Ricardo Morath at Optravis LLC.

Where is Jonas Ricardo Morath based?

Jonas Ricardo Morath is based in Basel, Basel, Switzerland while working with Optravis LLC.

What companies has Jonas Ricardo Morath worked for?

Jonas Ricardo Morath has worked for Optravis Llc, Ubs, Deutsche Postbank Group, and Fraunhofer-Gesellschaft.

Who are Jonas Ricardo Morath's colleagues at Optravis LLC?

Jonas Ricardo Morath's colleagues at Optravis LLC include Patricia Müller, Michael Ledermann, Catalina Albadán, André Jaekel, and Céline Stingelin.

How can I contact Jonas Ricardo Morath?

You can use AeroLeads to view verified contact signals for Jonas Ricardo Morath at Optravis LLC, including work email, phone, and LinkedIn data when available.

What schools did Jonas Ricardo Morath attend?

Jonas Ricardo Morath holds Advanced Federal Diploma Of Higher Education In Business Administration, Business, Management, Marketing And Associated Supporting Services, 5.1 from Kv Pro.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.