✓ Automation solution selling, business process optimization, coodination of sales team around prospect’s C-Level needs ✓ Strategic partnerships with C-Level, PwC, Deloitte, Accenture, Kainos, Alight etc. ✓ Covering all local industries with focus on professional services, tech, financial services, retail and inter-governmental organizations

✓ Account management for North American high net worth clients ✓ Project lead in client engagement webinars ✓ Client lifecycle assessment, investment advisory, coordination with local and international financial intermediaries and stakeholders, processing account deficiencies, trades execution, performing KYC and due diligence, account openings, adhesion to American and Swiss financial regulations Key achievements: ✓ Keeping clients and intermediaries engaged remotely ✓ Achieved net new money similar to pre-pandemic time

! Account management, coordination with stakeholders on 2 continents ! Investment ideas and requests for information for clients and prospects ! Client lifecycle assessment, cross border risk management, due diligence for account openings, processing account deficiencies, account management and trades execution Key achievements: ! Building business relationships generating 7 digits in revenue

✓ Due diligence and KYC assessment of Swiss-domiciled multinational companies, sourcing of information from the Group and clients ✓ Anti-money laundering monitoring Key achievements: ✓ Project lead and relationship management for a global public-private partnership ✓ Knowledge of the Swiss-based enterprise sector