Résumé
Tax, Regulatory and Risk management projects expert
Expérience professionnelle
Chief compliance & operations officer
UBP INVESTMENT ADVISORS SA
De Décembre 2015 à Aujourd'hui
Responsible for Compliance monitoring and Controls under US (SEC) and Swiss regulations for US client accounts openings and investments advisory
Responsible for Operations of the entity UBP IAS S.A (Operations & IT)
Nasaa Series 65 certified (Investment Advisor Law examination)
Parcours officiels
Langues
Anglais - Courant
Allemand - Notions