WIZE by TeamWork
Richard Roman is a Functional Business Analyst at WIZE by TeamWork, specializing in Wealth & Asset Management solutions. Prior to their current role, Richard has held various positions in companies like KEYTEO, Taleo Consulting, Deutsche Bank, IBM, and GFI (Suisse) S.A., accumulating a wealth of experience in business analysis, project management, and consultancy. Richard's educational background includes a Certificate in Bank & Finance from ISFB, a M.A. in Human Sciences from University of Lausanne, and various other qualifications.
This person is not in any teams
WIZE by TeamWork
WIZE is an all-in-one Wealth & Asset Management solution offered by the TeamWork Group, a Swiss company founded in 1999 which has now more than 1'200 employees internationally. It offers a cross-functional platform to Wealth Managers that meets multiple needs in terms of portfolio management, ordering, CRM, reporting, regulatory aspects (compliance), invoicing, back office and e-banking/App access for end-clients. Trusted by over 100 clients in 22 different countries, WIZE by TeamWork aims to allow clients to focus on their business while taking advantage of the platform’s power and scalability.