Patrick Haller Email & Phone Number
Head of Investments and CS Invest, Private Banking Switzerland @ Credit Suisse
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Patrick Haller Location
- Zurich, Switzerland
Patrick Haller Work
- 2018 - now Head of Investments and CS Invest, Private Banking Switzerland @
- 2015 - 2018 Head of Advisory and Sales CS (UK) Ltd, incl. local Head of Products @
- 2014 - 2015 Co-Head Advisory and Sales Market Area Northern and Eastern Europe @
- 2014 - 2014 Business lead introducing an Investment Advisory Value Proposition across Western Europe (CS Invest) @
- 2011 - 2014 Head Advisory and Sales Market Area UK, Netherlands and Nordics @
- 2009 - 2011 Head Strategic Change Management Private Banking Switzerland @
- 2008 - 2009 Chief of Staff -- WM Latin America, Caribbean and Canada @
- 2008 - 2008 Senior Business Representative in a global HR growth initative @
- 2007 - 2007 Chief of Staff Private Banking Switzerland @
- 2002 - 2007 Various Functions @
- 1999 - 2002 UBS Tokyo -- Various Functions @
- 1998 - 1999 Controlling Private Banking Domestic Clients @
- 1997 - 1998 Controlling Private and Corporate Clients @
- 1996 - 1997 Assistant to CFO @
- 1993 - 1996 Project Maanger, EDP analyst and programmer @
Patrick Haller Education
- University of Rochester - Simon Business School
Executive Master of Business Administration (MBA) (Business/Managerial Economics)
2008 - 2009 - University of Bern
Executive MBA
2008 - 2009 - Berner Fachhochschule BFH
Bacehlor in Business Administration (Business/Managerial Economics)
1993 - 1996
Patrick Haller Skills
- Sales
- Sales Strategy
- Sales Effectiveness
- Sales Management
- Sales Processes
- Customer Engagement
- Customer Retention
- Business Development
- Marketing Materials
- Behavioral Finance
- Consultative Selling
- Financial Markets
- Product Development
- Investment Management
- Discretionary Mandates
- Structured Products
- Private Equity
- Liquid Alternatives / Hedge Funds
- Strategy
- Business Strategy
- Strategy Implementation
- Business Transformation
- Project Management
- Change Management
- Analytical Skills
- Problem Framing
- Problem Analysis
- Problem Solving
- Collaborative Problem Solving
- Solution-oriented
- Business Process Improvement
- Project Delivery
- Leadership
- Transformational Leadership
- Management
- Talent Management
- People Development
- Coaching
- Organization Skills
- Multi-cultural Environment
- Interpersonal Skills
- Communication
- Presentation Skills
- Negotiation
- Relationship Building
- Banking
- Financial Services
- Wealth Management
- Wealth Management Services
- Private Banking
- Regulatory Compliance
- Business Management
- Financial Controlling
- Financial Modeling
- Programming
- Financial Accounting
- Business Analytics
- Managerial Economics
- Valuation
- Organizational Leadership
- Alternative Investments
- International Business
- Fixed Income
- Corporate Finance
- Portfolio Management
- Capital Markets
- Derivatives
- Investments
- Finance
- Equities
- International Business Exposure
- Emerging Markets
- FX Options
- Risk Management
- Asset Management
- Investment Banking
- Equity Derivatives
- Securities
- Hedge Funds
Patrick Haller Summary
- Patrick Haller, based in Zurich, Switzerland, is currently a Head of Investments and CS Invest, Private Banking Switzerland at Credit Suisse. Patrick Haller brings experience from previous roles at Credit Suisse. Patrick Haller holds a 2008 - 2009 Executive Master of Business Administration (MBA) in Business/Managerial Economics @ University of Rochester - Simon Business School. With a robust skill set that includes Sales, Sales Strategy, Sales Effectiveness, Sales Management, Sales Processes and more. Patrick Haller has 4 emails and 2 mobile phone numbers on RocketReach.
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