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Stefan D. Location
Zurich, Switzerland
Stefan D. Work
CEO @ (January 2023 - Present)
Senior Corporate Development Manager @ (May 2022 - March 2023)
Chief Operating Officer @ Bank Alpinum AG (December 2019 - April 2022)
Deputy CEO, Head of Product and Technology, Partner @ (January 2017 - January 2019)
Head Funds- and Fixed Income Execution and Business Development @ (January 2010 - January 2017)
Head of Business Support WMI ● Member of the Change Program Office ● COO Operations EMEA Region @ (January 2007 - January 2009)
COO Investment Services ● Head Processing and Deputy COO @ AIG Private Bank (January 1998 - January 2006)
Group Organization ● Deputy Head of Operations @ (January 1996 - January 1998)
Stefan D. Education
Harvard University
Executive Education (Program for Management Development)
Stefan D. Skills
Digital Asset- and Wealth Management Solutions
Senior Management
Global Project Management
Project Portfolio Management
Operations Management
Client Management
Networker
Negotiations
Leadership
Client Relationship
Intercultural Competences
Motivational Management style
AI based Digital Wealth Management
Reporting
Controlling
Funds- and Fixed Income
Risk Management
C-Level Management
Management of Global Funds- and Fixed Income
Strategic Planning
Stefan D. Summary
Stefan D., based in Zurich, Switzerland, is currently a CEO at Ameliora Wealth Management Ltd.. Stefan D. brings experience from previous roles at First Advisory Group, Bank Alpinum AG, Nectar Digital Wealth AG and UBS. Stefan D. holds a Executive Education in Program for Management Development @ Harvard University. With a robust skill set that includes Digital Asset- and Wealth Management Solutions, Senior Management, Global Project Management, Project Portfolio Management, Operations Management and more. Stefan D. has 1 emails on RocketReach.
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