Greg Felder

Angestellt, Consultant, GFC Services SA

Zurich, Schweiz

Fähigkeiten und Kenntnisse

Pricing
Marketing
Pre-Sales
Business Analyst
Integrated Banking System
CRM
Portfolio Management
Financial Planning

Werdegang

Berufserfahrung von Greg Felder

  • Bis heute 10 Jahre und 8 Monate, seit Nov. 2013

    Consultant

    GFC Services SA

    Avaloq Consultant Banking software expert for wealth management and retail banking

  • 10 Jahre und 11 Monate, Sep. 2002 - Juli 2013

    Various Positions

    Avaloq Evolution AG

    . Responsible for the relationship management with various key accounts . Increase the share of wallet by positioning and sales of additional modules and services. . Strategic customer development, accounting planning, understand customer needs . Elaboration of offerings to customers . Management of the contracts, forecasting and budgeting

  • 2 Jahre und 9 Monate, Dez. 1999 - Aug. 2002

    Trader, Junior Portfolio Manager

    Bank Frey

    . Trading of equity, bonds, traded and OTC derivatives, foreign exchange, forwards, swaps, funds, money market, deposits. . Cash management . Secretary of the investment committee . Business analyst for a real-time portfolio management tool Portfolio Manager: . Assistant of the chief investment officer . implementation of the investment strategy, communication with various custodian banks . experienced in portfolio management and pension funds . billing and invoicing of customers

  • 1 Jahr und 6 Monate, Juli 1998 - Dez. 1999

    Portfolio Administrator, Business Analyst

    Capital International S.A.

    . Business Analyst for a new "global portfolio accounting system" . Portfolio Administrator for funds with a size up to 1 billion USD. Reconciliation of cash and securities with different custodian banks. Production of customer reports. Responsible for cash management.

Ausbildung von Greg Felder

  • 1998 - 1998

    Diploma in Business Administration

    University of California, Berkeley Extension

    finance, marketing, organizational behaviour, managerial accounting

  • 1993 - 1997

    University of Geneva

    economics, international public law, statistics, modern history, sociology, political philosophy

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Spanisch

    Fließend

  • Französisch

    Fließend

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