Creating technology solutions for investment professionals that generate value from data and produce efficiency gains via business process automation. My toolbox contains expertise in artificial intelligence, analytics, product development and agile software development. Interested in early stage investing, AI, robotics, FinTech and entrepreneurship.
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Venture ScoutLvlup VenturesBoston, Ma, Us -
Team Lead Advanced AnalyticsLgt – Private Banking Und Asset Management Nov 2020 - PresentImplementing machine learning models, graph algorithms, chatbots and more to bring the best of digital and personal banking to LGT's clients. -
MemberBeacon Angels Apr 2020 - Present
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Vp, Data AnalyticsWellington Management Nov 2012 - Jun 2020Working directly with investors and research analysts to build data science solutions that enhance business processes and generate investment returns for clients.Responsible for analyzing opportunities and managing the delivery of analytics solutions in a DevOps environment. -
PresidentFintree, Inc. Apr 2004 - Nov 2012Founded Fintree to help companies analyze large quantities of data to make better investment and strategic business decisions. Projects include:* Interactive Google Earth website and database of 3,500+ wind projects, wind/solar/hydro resource maps, site assessment maps and wind farm promotion tool in 3D. * Promotional, multi-lingual website with Google Earth virtual tour for wind farm project in Romania.* Marketing and website design services for audio test equipment manufacturing startup company.
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Risk Management ConsultantTiaa-Cref (Contract Via Trd Consulting) Apr 2004 - Dec 2007* Helped build risk & performance measurement system for senior management. * Designed & implemented performance attribution model.* Analyzed and documented business processes in Visio.* Wrote functional specification for credit risk management system. -
Equity TraderSelf-Employed Jun 2002 - Mar 2004Traded equities based on technical analysis.
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Business ConsultantWachovia, A Wells Fargo Company Dec 1999 - May 2002Advised the retail and small business banking groups on marketing strategy: * Built customer profitability model using SAS/SQL, compiled book of business and created back-office support infrastructure for small business banking customer relationship management.* Datamined 9 million households for behavioral trends and formulated customer acquisition and retention strategies from results. -
Business AnalystMsci Inc (Formerly Morgan Stanley Capital International & Msci Barra) Mar 1998 - Oct 1999Provided product support for Barra’s enterprisewide risk management IT solution 'TotalRisk'.
Ursula E. Education Details
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International Economics & Finance -
Computer Science
Frequently Asked Questions about Ursula E.
What company does Ursula E. work for?
Ursula E. works for Lvlup Ventures
What is Ursula E.'s role at the current company?
Ursula E.'s current role is Venture Scout.
What schools did Ursula E. attend?
Ursula E. attended Brandeis International Business School, Southwestern University.
Who are Ursula E.'s colleagues?
Ursula E.'s colleagues are Thomas Jungo, Light-Club Evreux, Andreas Loretz, Patrick Affeltranger, Christoph Biedermann, Sladjana Pavlovic-Zorn, Alexander Rützler.
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