Michael B. Email & Phone Number

Zurich, Switzerland

• Helping customers digitally transform their business as trusted technical advisor
• Pre-Sales Consulting / Solution Engineering / Customer Engineering with a focus on banking
• Meeting with potential customers to understand their business and goals and deliver exciting technical solutions
• Acting as a translator, taking complex challenges and offering solutions that are easy for anyone to understand
• Creating unique and interesting demos and presenting them to customers
• Enthusiastic for industry trends in financial services, evangelism, and public speaking

Zürich, Schweiz

Zürich Und Umgebung

• Guided several digital initiatives to success as program lead & strategist
• Responsible for significant IT budget and >60 FTEs in the program organization
• Designed a strategy, vision, business case, market roadmap, and UX for an innovative digital product together with clients and senior management
• >50’000 prospects converted to UBS clients using the digital journey I worked on
• Led two teams’ (15 FTEs) transition to agile working as scrum master
• Nominated to UBS Key Talent Program

Zürich Und Umgebung, Schweiz

• Responsible for significant IT budget and >20 FTEs in two development teams
• Designed and implemented a large strategic basic banking product initiative
• The online journey I worked on led to a +10% increase in product sales
• Held “Design Thinking” classes to >200 UBS employees
• Showcased self-built prototypes to the Executive Committee
• Founded community of practice focused on improving user experience

Zürich Area, Switzerland

• Engineered the logic and user journey for a Basic Banking digital initiative
• Delivered the digital product as a Journey Strategist and Capability Owner
• Secured significant IT development budget by conducting a branch pilot with >100 clients in four locations
• User-tested the product in the UBS User Experience lab with retail clients

Zürich Und Umgebung, Schweiz

• Streamlined presentations and reporting through Excel and VBA macros for enhanced efficiency
• Assisted equities team with market research and addressing client, advisor, & manager requests

Zürich Und Umgebung, Schweiz

• New product design, including business case and pricing model development
• Crafting presentations for senior management and cross-divisional collaboration
• Validation of business cases across UBS divisions, including Wealth Management and Corporate/Institutional Clients

Frankfurt Am Main Und Umgebung, Deutschland

• Formerly Altium Capital
• Created pitch presentations and conducted market research focused on the technology sector
• Developed and refined corporate valuation models

Hamburg

• Development of complex individual investment solutions and presentations for individuals or families, including a pitch presentation for a German High Net Worth Individual which resulted in a six-figure increase in.
• Invited to UniCredit Student Network for high performing interns (awarded to fewer than 10% of interns)

Master Of Arts (M.A.), Accounting And Finance

Cas Eth In Applied Information Technology

Executive Certificate In Strategy And Innovation

Kelley School Of Business - Mba Exchange Student

Bachelor Of Science (B.Sc.), Business Administration