Richard Roman

Functional Business Analyst at 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.

Location

Geneva, Switzerland

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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.


Employees

51-200

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