Projects

Abgeltungssteuer / German Flat Tax

Abgeltungssteuer / German Flat Tax

Role Program Manager (2011-2012)
Customer Leading Universalbank

Implementation of complex German tax requirements. Complete redesign of generation and quality assurance process for tax certificates for more than one million retail customers.

Change Management, Introduction of Program Management Methodology

Change Management, Introduction of Program Management Methodology

Role Program Manager, Coach (2010-2011)
Customer Leading German service bank and asset manager

Coaching and hands-on implementation of program management methodology for an organziation of 2000+ employees.

Customer Migration

Customer Migration

Role Program Manager (2009-2010)
Customer international Asset Manager

Business integration and retail customer migration onto an aquired fund administration bank.

M&A German Custody and Clearing Business

M&A German Custody and Clearing Business

Role Proram Manager (2007-2009)
Customer International custodian

Post M&A business integration, business design, system implementation and subsequent business and customer migration

M&A, Business-Integration Custody

M&A, Business-Integration Custody

Role Project Manager technical due diligence, business design, implementation and customer migration (2003-2006)
Company State Street Bank

Due diligence, integration and business migration of Deutsche Bank's custody and depotbank business for Italy, Austria and Germany.

Restructuring of Custodian/Depotbank

Restructuring of Custodian/Depotbank

Role Head of IT and Change (2000-2003)
Company State Street Bank

Fundamental process re-engineering to resolve severe inefficiencies and audit findings.

Implementation of program management methodology and in-house consulting. Implementation of IT service delivery model.

Foundation of a German Asset Management Company

Foundation of a German Asset Management Company

Role Program Manager (1998-2000)
Customer International Insurance Company

Company foundation from scratch including operational and technology setup and business migration.