Projekte- Projektleitung - Einführung und Weiterentwicklung BSI CRM bei einer Retail-Bank (on-going)- Gesamtprojektleitung GKB Gioia 3a Vorsorge-App (2021-2022)- Projekt-Setup und Erarbeitung der Anforderungen für die Modernisierung der Applikationsplattformen für institutionelle Kunden und externe Vermögensverwalter mit Anbindung an OpenWealth API (2020-2021)

Gesamtprojektleitung GKB Gioia 3a Vorsorge-App

Modernization of platforms for external asset managers and custody clients. i.a. Integration of third-party provider-systems/portfolio management systems using the OpenWealth API standard

• Leading and supporting of evaluation projects for TEMENOS WealthSuite core banking solutions such as the portfolio management system Triple 'A Plus and the financial data enterprise data management system DataSource for private banks• Elaboration of a project transition concept for the implementation of Appway client onboarding and KYC review solutions for a private bank• Consolidation, analysis and alignment of IT and business requirements with key stakeholders• Conducting workshops, interviews and product presentations• Presales - Support in the elaboration of project planning, creation of proposals and defining of solution roadmaps• Training in leadership and communication

• Leading and supporting product implementation projects for e-AMIS portfolio management system for banks and external asset managers• Lead and implement projects in concern of regulatory requirements from the EU financial market directive MiFID II / MiFIR (transaction reporting, investment protection etc.)• Business development and support for dedicated assigned clients• Conducting workshops, training and product presentations• Presales - Support in offering phase (elaborations of RFPs, creation of proposal etc.) and define the product roadmap• Analysis of investment requirements and specification of product enhancements• Release management and ensuring a high standard of quality in close collaboration with the nearshore development team

• Business representative and subject matter expert for front-office and mobile solutions (advisory, client onboarding, portfolio management and productivity apps)• Further development of front-office applications in coordination with key business stakeholders, bank-wide initiatives, front-office, risk management, business application owners and IT• Elaboration and optimisation of business and support processes (front- and back-office processes)• Problem-Solving - Conducting problem analysis and elaboration of resolution steps• Business representation in workshops, committees, sounding boards, etc.• Planning, coordinating and monitoring projects (priorities, coordination with third-party projects, deadlines)• Ensuring user support, planning and support of rollout incl. quality assurance, communication and training

• Managing of multiple projects and single point of contact for the end-to-end project delivery• Leading and supporting of projects in the area of workflow/BPM, CRM, DWH, individual development of business solutions and messaging/collaboration infrastructures• Over five years of experience as an account manager for the application management outsourcing of over 30 applications in the financial services sector• Business development and acquisition of new projects • Analysis of IT and business requirements and ensuring delivery of a high standard of quality• Conducting workshops, interviews, presentations, proof of concepts and training• Presales – Support in offering phase (analysis of RFP, effort estimations, project planning, creation of proposal and negotiation of contracts)• Software development with different technologies such as Java, JavaScript/CSS/HTML, Lotus Script (Visual Basic), Lotus Notes/Domino, Google Webtool Kit (GWT) and Google Analytics• Integration of applications and databases (Oracle, DB2 etc.) with API capabilities such as WebServices, ODBC, Native File and IBM Enterprise Integrator for Domino

• Lead and support of projects and subprojects in the area of workflow/BPM, CRM, individual development of business solutions and messaging/collaboration infrastructures• Business development and acquisition of new projects • Analysis of IT and business requirements and ensuring delivery of a high standard of quality• Conducting workshops and training• Technical sales support• Software development with different technologies such as web technologies (JavaScript/CSS/HTML), Java, Lotus Script (Visual Basic), Microsoft Dynamics CRM and IBM Lotus Notes/Domino• Upgrading of messaging/collaboration infrastructures

• Education in computer science, application development and project management• Software development with different technologies such as web technologies (JavaScript/CSS/HTML), Java, Lotus Script (Visual Basic), IBM Lotus Notes/Domino, C, C++ and Cobol with HP3000 Mainframe System