People-centered leader with a proven track record at UBS Switzerland AG, driving automation initiatives that achieved multi-million dollar efficiency gains. Expert in cross-functional team management and strategic decision-making, leveraging Agile methodologies to align business needs with technical capabilities. Committed to fostering professional development and enabling organizational change.
Overview
14
14
years of professional experience
Work History
Head CoE Process Opt. & Automation
UBS Switzerland AG, Director
02.2021 - Current
Strategic Leadership
Lead a cross-functional team of 50+ experts across RPA, AI, and process optimization to deliver automation at scale
Defined and executed the team's vision, mission, and strategic roadmap, aligning OKRs with core priorities including cost reduction, risk mitigation, and digital transformation
Execution & Impact
Delivered hundreds of solutions end-to-end, from discovery to implementation, achieving annual efficiency gains in the double digit million USD range
Drove quarterly planning cycles, translating objectives into actionable initiatives, required skills and capacity needs while balancing tactical quick wins and long-term value creation
Financial & Resource Management
Owned the team's financial operating plan including vendor management and an optimized nearshore/offshore delivery model
Managed recurring processes such as resource forecasting, hiring, and annual budget planning ensuring delivery readiness and cost control
Cultural Enablement
Positioned the team as a strategic enabler and internal catalyst for process optimization, offering consulting, coaching, and delivery support to internal stakeholders
Drove a forward-looking people agenda, focused on AI, preparing the team for emerging technology adoption
Senior Project Manager
UBS Switzerland AG
09.2019 - 01.2021
Executed coordination of a large-scale, multi-year strategic and regulatory transformation program as Project Manager and Lead PMO
Established robust stream governance in partnership with the Program Manager, overseeing 5 substreams and mobilizing 50+ business resources across functions
Managed the full program budget, integrating business and IT financials, executing monthly forecasting, and contributing to the Three-Year Strategic Plan
Delivered senior-level analysis on program extension scenarios, cost allocations (external consulting vs. internal), and business-to-IT cost ratios to support decision-making
Served as Lead Test Coordinator, defining the end-to-end testing roadmap and ensuring daily tracking, reporting, and resolution of testing activities
Facilitated key governance meetings and senior leadership committees, preparing agendas, executive presentations, speaker briefings, and formal minutes
Head Regulatory Compliance
Banco Itaú (Suisse) S.A.
12.2017 - 08.2019
Enabled regular monitoring and strategic reporting of regulatory initiatives to the Executive Committee in Switzerland and governance entities in Brazil
Successfully implemented MiFID II, laying the groundwork for subsequent FIDLEG adoption
Developed a comprehensive Cross Border Framework by assessing national regulations, creating internal directives, and managing travel compliance through training and monitoring
Designed and improved compliance policies and procedures, ensuring strong internal controls
Various Roles
UBS Switzerland AG
08.2011 - 11.2017
Business Manager 2015 - 2017
Served as Business Manager to the Lead Market Head Brazil, driving strategic support on across audits, client centralization, and market reporting, while also leading key regulatory initiatives related to client fiscal compliance
Process and Risk Specialist 2013 - 2015
Acted as the primary contact for regulatory, process, and risk matters, led training for front staff on new tools, monitored risk reports, and executed mitigation strategies for client relationships
Wealth Management Support 2011 - 2013
Supported Relationship Managers and Investment Advisors as Client Advisor Assistant for HNWI and UHNW clients in the Brazil market, delivering comprehensive client service
Education
BBA - Major in Banking & Finance
HWZ Hochschule Für Wirtschaft Zürich
Zurich, Switzerland
01-2015
Skills
Effective and strategic decision-making skills
Analytical thinking with attention to detail
Cross-functional team management
Guiding professional development
Effective mediator and negotiator
Proficient in Agile and Waterfall frameworks
Organizational change management
Bridging business needs with technical capabilities