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Daniel Guertler Location
Zurich, Switzerland
Daniel Guertler Work
2024 -now Head of Finance Switzerland @
2023 -2024 Head of Finance CS Wealth Management EMEA @
2023 -2024 Senior Finance Business Partner Global Wealth Management Europe Intetnational @
2021 -2023 Head of Finance International Wealth Management Europe Switzerland @
2018 -2021 IWM Internl. Private Clients and Private Banking International - Strategy, Business Mgmt and Development @
2017 -2018 Strategic Recruiting - Business Support @
2015 -2017 Group Finance - Legal Entity Planning and Forecasting @
2014 -2015 Managing Consultant - Business Technology @
2013 -2014 Private Banking and Wealth Management IT Business Partner @
2012 -2013 Head of Reports and Scorecards (IT Finance) @
2010 -2012 Player Coach Reports and Scorecards (IT Business Management) @
2007 -2010 IT Business Management - Reporting @
2005 -2007 IT Business Management - Reporting @
2003 -2005 Investment Management Controlling @
2000 -2003 Controller - Mortgages @
1999 -2000 Customer Service Representative Swiss Life Mortgages – Commercial Real Estate @
Daniel Guertler Education
University of Applied Sciences Zurich (HWV)
Bachelor of Business Administration (BBA) (Financial & Management Accounting)
2000-2003
Daniel Guertler Skills
Finance
Management
Balanced Scorecard
Mortgage Lending
Financial Services
Financial Reporting
Accounting
Analysis
Business Process Improvement
Change Management
Project Management
Project Portfolio Management
Management Consulting
Process Improvement
Strategy
Business Transformation
Governance
IT Strategy
PMO
Business Analysis
Project Portfolio
Business Process
Daniel Guertler Summary
Daniel Guertler, based in Zurich, Switzerland, is currently a Head of Finance Switzerland at Robeco. Daniel Guertler brings experience from previous roles at Credit Suisse and UBS. Daniel Guertler holds a 2000 - 2003 Bachelor of Business Administration (BBA) in Financial & Management Accounting @ University of Applied Sciences Zurich (HWV). With a robust skill set that includes Finance, Management, Balanced Scorecard, Mortgage Lending, Financial Services and more.
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