Thomas Kramer Email and Phone Number

-- Program administration of 5 engineering projects within the Global SaaS Program initiative (e.g. STC organization, slide preparation, minutes, action-items, decision/milestone logs, project status, budget reporting, time-booking monitoring, securing provision of external 3rd party services).-- Project administration for the Engineering Public Cloud Industrialization-Build project (liaising with stream-leads and stakeholders on: key-deliverables, budget/spend controlling for capitalization purposes, leading bi-weekly alignment meetings, etc). -- Maintaining key-deliverables for the Engineering Roadmap in close liaison with stream-leads and stakeholders (i.e. collecting any change, statistical-analysis of key-deliverable portfolio, ensuring correct update for final publishing within the roadmap).

-- Project coordination and administration for three IT security projects (STC minutes, action-items, decision & milestone logs, project status reports, project budgeting, etc.) as well as on/off boarding, SOWs, POs of external service providers.-- Development and management of secure project communications via Confluence/SharePoint.-- Monitoring of CISO initiatives within the Quarterly Business Review process (supply-demand).-- Maintaining gap-analysis items (requirements versus fulfilment status) for the projects.

-- Scheduled regular and ad-hoc software releases in coordination with client demand and team capacities.-- Monitored and tracked releases ensuring fulfillment of stakeholder obligations.-- Documented the Web Banking release management process across platforms and teams.

LOGISTICS, IMPORT/EXPORTPlan and arrange global B2B/B2C shipments and prompt deliveries by truck and container vessel. Plan and arrange special deliveries of Bio Organic produce and fresh meat products. Contract administration and order processing. Check correctness of all shipping documents and invoices. Arrange custom clearances. Managing rejections and claims. Support simplification and standardization of processes to accelerate logistics and enhance efficiencies. Develop, articulate and maintain logistic process documentation. Lead the Bio Organic Audit with the controlling body. Negotiated best prices with warehouses, freight forwarders and logistics service providers.FINANCENegotiate best forwarding rates for further pricing of IQF food trades. Basic foreign exchange deals to hedge exposures. Application and control of customer credit limits. Letter of credits. Documentary collection.ACCOUNTINGInvoicing (including different VAT schemes), account payables and receivables, stock management, general reporting and accounts reconciliations.NETWORKEstablish and manage successful relations with warehouses, freight forwarders, customs brokers, cold-store providers, banks, insurance brokers, internal sales force and customers.

BRANCH OPERATIONSEnsure that day-to-day work of the branch (trade services, investment services, client services, accounts services, settlements, reconciliations, and investigations,) is carried out efficiently and in compliance with relevant group and regulatory policies. Checking and authorizing client instructions (payments, pricing, fees, security and bond placements, fiduciary and money market placements, forex deals and loans). Managing of employees on daily tasks,CASH MANAGEMENTExecuting all branch related cash desk activities (maintaining cash-in-safe, client and employee cash transactions, cash forex transactions, ordering of cash, opening & closing safe deposit boxes).COMPLIANCEMaintaining client and custodian relationships. Account opening & closing procedures. Client due diligence. KYC. AML. Exception reporting (world-check). Client static data system integration and maintenance. Dormant accounts.ACCOUNTINGResponsible for all external regulatory reporting to the supervisory authorities (SNB, FINMA, external auditors), as well all the branch internal financial and MIS reporting to Head Office, London. Preparation of all monthly and annual financial statements. Running of the month and year end closing processes. Payments and general ledger bookings, including accrual and depreciation schedules. Participation in the general budgeting process.PROJECT MANAGEMENTUpdate of the branch Core Banking System (TCS Bancs version 7 to version 14).Review of all general account opening forms and documentations for completeness and adherence to AML, KYC, and Due Diligence standards, as well as meeting Swiss and UK standards and conformity.FACILITY MANAGEMENTReorganisation of the external archive. Updating fire and police security policies and systems. Implemented employee escape exits and fire drills. Overall facility maintenance.

Primarily trading options, warrants, equities, exchange traded funds and basic foreign exchange over a home office electronic platform. Designed and implemented a home-based, private-network with a self-built trading environment. Using various trading strategies to achieve target returns, such as; Momentum (trend following), Daily Pivots (volatility strategy), or Scalping (profit taking on minor price changes).

Providing full range private banking services and account support to external asset managers and their clients. Client on boarding and account opening procedures. Selling & buying of equities, bonds, foreign exchange, options, fx swaps and various types of funds. Client credit/loan assessment and providing Lombard credit. Control of client portfolios, investment strategies, product revaluations, and fees. Advising and sale of Lloyd’s internal product range (e.g. Market Linked Deposits, Absolute Return Strategy Products). Providing tailor-made products or solutions for EAM’s specific needs.

Rationalise the support arrangements within Switzerland, ensuring they are aligned with business needs, and that the present IT developments are fully leveraged across the two products throughout Switzerland. Merging both the foreign exchange and precious metals option support teams into one FX and PM Middle Office. PROJECT MANAGEMENTImplementing a stand-alone Swiss Client Management Information System (CMIS) for the treasury products business in Switzerland.

Managing and setting business standards for the foreign exchange advisory support in Opfikon. Supervising the daily operational and business support. In charge for integrating the two FX Option Middle offices into one functioning unit during the Swiss Bank Corporation and UBS merger.PROJECT INVOLVEMENTSupervision of the Euro implementation within the Option Middle Office environment. System and conversion testing.

Primary contact between back and front office for daily run of the business; option processing, payments, troubleshooting and investigations. Responsible for all daily and quarterly IMM FX option exercises and expiries. Monitoring of all exotic options and announcing any barrier events.Maintain the CMIS database; setup of data hierarchies, repair queue maintenance, mnemonics setup, and generating various sales and trader reports. Daily updating of the UBS official Teletext FX option prices and responsible for the integrity of the feed.

Responsible for the FX & PM plain vanilla and exotic option processing; authorising and control of deal entries, rate feeds, revaluations, confirmations, expiries, account setups and corresponding booking entries, running end of day batches and file generation needed for other departments, and system updates. Developing management proposals for work flow, production, and system improvements. Implementing and testing these improvements when applicable. (e.g. automated confirmation generation as end of day batch, automated volatility feed for revaluation pricing.)

Managing the operational process of a Special Purpose Vehicle for a HNW client. This included cash management and the daily position announcement to the trading department, fiduciary and money-market processing, securities processing, IRCA swap processing, payments, general accounting and reporting.

Operational support, client documentation administration and digital archive.

PC Database administration in the Marketing department

Support in the End Users Systems & Support Group. Installation of PC soft- and hardware. Inventory assistance of Dow's PC environment.