vCard
Areas of expertise
- Business development “Portfolio Managers”
- Operational and compliance support for Portfolio Managers
Education
- 1984 : Master degree in Economics and Business Management (HEC, Lausanne University)
- 2020 : “SAQ-CWMA” Certification (Swiss Association for Quality – Certified Wealth Management Advisors)
Languages
French, English, Vietnamese
Professional experience
- Since 2021 : Partner, Phoenix Global Services SA, Geneva
- 2015-2020 : Business Developer & Relationship Manager, BCGE, Geneva
- 2012-2015 : Business Developer, BlueOrchard MicroFinance SA, Geneva
- 2005-2012 : Relationship Manager for Independent Portfolio Managers, Mirabaud & Cie, Geneva
- 2000-2005 : Marketing & Events Manager – Onboarding of new Independent Portfolio Managers, Pictet & Cie, Geneva
- 1992-2000 : Financial Analyst and broker, South-East Asia (Hong Kong, Singapore, Malaysia, Indonesia), Bondpartners SA, Lausanne
- 1988-1992 : Financial Analyst and Investment funds Manager, Bank Pallas, Lausanne, (became Edmond de Rothschild Private Bank, Lausanne)
- 1987-1988 : Financial Analyst, Cantrade Bank, Lausanne
Membership
Swiss Circle of Female Board Members (CSDA)
