Michel E.

Michel E. has extensive work experience in the finance industry. Michel is the Head of Finance & Controlling at Expersoft Systems AG, starting in January 2023. Prior to this role, they worked at UBS for over 17 years, holding various positions. Their roles at UBS include Client Advisor, Investment Advisor, and Assistant in different specialized desks such as Executives & Entrepreneurs, Ultra High Net Worth, and Financial Intermediaries. Michel also started their career at UBS as an apprentice.

Michel E. completed their education in a chronological order starting from 2011 to 2018. From 2011 to 2014, they attended Kalaidos Banking+Finance School, where they obtained a diploma in Banking & Finance (berufsbegleitend). Following this, from 2016 to 2018, they enrolled at Lucerne University of Applied Sciences and Arts, where they pursued a Bachelor of Science in Business Administration with a major in Finance & Banking (berufsbegleitend). Additionally, in October 2020, Michel obtained the Certified Wealth Management Advisor (CWMA) certification from SAQ Swiss Association for Quality.

Location

Lucerne, Switzerland

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Expersoft Systems

Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial service providers. Expersoft's PM1 product provides its customers and users with an unrivalled and constantly expanding depth of capabilities to analyse, strategise, implement, and control investments in one modular, integrated, and intuitive environment.


Employees

201-500

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