Stefan D. Location
- Zurich, Switzerland
Stefan D. Work
- 2023 - now CEO @
- 2022 - 2023 Senior Corporate Development Manager @
- 2019 - 2022 Chief Operating Officer @ Bank Alpinum AG
- 2017 - 2019 Deputy CEO, Head of Product and Technology, Partner @
- 2010 - 2017 Head Funds- and Fixed Income Execution and Business Development @
- 2007 - 2009 Head of Business Support WMI ● Member of the Change Program Office ● COO Operations EMEA Region @
- 1998 - 2006 COO Investment Services ● Head Processing and Deputy COO @ AIG Private Bank
- 1996 - 1998 Group Organization ● Deputy Head of Operations @
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 2 emails on RocketReach.
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