Oliver E.

Entrepreneur & wealth management expert with 20+ years in Banking & Finance

Switzerland
EN

Professional with 20+ years in the Banking and Financial sectors. Specializes in wealth management.

  • Financial Services Banking & Insurance
  • Finance
  • Entrepreneurship
  • C-Level & Leadership

475

/hr
  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice

Experience

UHNW Wealth Management

Credit Suisse
3 years
Current position
Sep 2019 - Present
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, our operation has a global reach and extends to about...see more

Co-founder / PM

Themis Capital Management
6 years
Current position
Oct 2016 - Present
Former Co-PM of a systematic ESG European equity hedge fund.

Partner

Mariana UFP LLP
3 years
Nov 2013 - Sep 2016
Established in 2009 with the aim of creating and distribute innovative, high-performance investment solutions and provide the highest quality service to our clients. Global services inc...see more

Executive Director

Morgan Stanley
7 years
Aug 2005 - Oct 2012
MENA Equity Sales, Dubai (Feb 2008-Oct 2012) Global Product Sales, London (Aug 2005- Feb 2008)

Financial Analyst

Goldman Sachs
3 years
Jul 2002 - Aug 2005
Pan-European Equity Sales.

Industries, roles and expertise

Industry experience

  • Financial Services Banking & Insurance

Role experience

  • Finance
  • Entrepreneurship
  • C-Level & Leadership

Expertise

  • Equities
  • Capital Markets
  • Emerging Markets
  • Hedge Funds
  • Fixed Income
  • Investments
  • Derivatives
  • Asset Management
  • Bloomberg
  • Portfolio Management
  • Financial Modeling
  • Finance
  • Valuation
  • Equity Research
  • Investment Banking