I manage a USD 200M wealth-management portfolio at Criteria, covering corporate pension plans and high-net-worth accounts. I advise SME owners and multinational-company managers on investments and cross-border payment solutions while overseeing roughly USD 25M in monthly trade payments and collections.
I lead a five-person team across operations, client service, and commercial support, prepare tailored investment proposals, and negotiate commissions on cross-border payment deals. I turn portfolio, forecasting, and scenario-planning data into clear reports using Excel, Power BI, and Tableau.
I also build practical automation for client operations: an AI meeting-prep agent reduced preparation time from about one hour to 15 minutes per meeting, while n8n automation eliminated manual CRM lead and interaction logging. I designed Zapier and Airtable data-control workflows to flag missing or inconsistent client records.
Previously, at Julius Baer and Merrill Lynch/Bank of America, I supported high-net-worth clients, executed multi-asset trades, managed KYC and onboarding operations, and helped migrate client accounts during the Julius Baer acquisition. I bring experience across wealth management, private banking, investment operations, and financial-services transformation.
