focused on business development
In my more than fifteen-year journey through fintech, IT, and investments, I've had the chance to explore diverse sectors, from small brokerage firms to large financial institutions and forward-thinking fintech ventures.
I've held various roles, including trader/analyst, technical BA, project manager, strategic advisor & consultant, business development director, and executive manager. Each role offered unique insights and challenges, particularly in international projects across the CEE region, Switzerland, and the USA.
My expertise spans project management, business development, international expansion, strategy, and technical innovation. I'm passionate about fostering a supportive and inclusive work environment, leading with integrity, resilience, and commitment to excellence.
There's a tfink that makes my business soul spark each day - tfink.eu. I´m proud to lead a team of professionals who provide tailored technical solutions, implementation, and expert advice to businesses to strategize, expand, and sustain growth in today´s rapidly evolving environment.
CEE based fintech startup
Involved as executive manager, member of strategic & supervisory board in a CESAwards winner fintech startup. Passionate about making simple & efficient passive investing accessible to the masses. Created & executed long-term expansion & operational strategies and introduced CEE’s first robo-advisor to the international scene.
Managed the fulfillment of door-opening & business development activities at the strategic level. Ensured throughout R&D, key partnership negotiations, contract & relationship mgmt.
Enjoyed hands-on networking & connection-building with B2B partners, delivering educational content & webinars, and conferences among the region (SK, PL, HR, NL, LT, HU, CZ, RO). As well covered the business operating model & backbone implementation, incl. release mgmt., testing & automation, to unleash the scalability of the service.
Achievements:
- Reaching AUM 420M+ and more than 45k clients in 5 countries in less than 4 years from scratch
- Reaching significant successes abroad, e.g. a self-sustainable prize-winning branch in Poland
- Setting up the backbone structure & making the company ready for international expansion
Swiss wealth management & private bank
During my almost 2 years tenure involved as a Project manager, IT Cut-over lead, and Program PMO:
Bridging the acquired banks and acquirer’s IT Teams, while being responsible for the management of data center digitalization, application lifecycle management, and back-end infrastructure migration, within a post Mergers & Acquisition IT Integration project,
Performed advanced PMO activities at the Program management level of a Security remediation program, focusing on IT Security enhancements & remediations. Managing a portfolio of 40+ projects of different duration & complexity. Project portfolio management & prioritization, Budgeting, Reporting, Steering Committee management & liaising with B & B-1 level stakeholders,
Achievements:
- Cost savings achieved thanks to clear prioritization of the projects and extensive reduction of duplicated services
- Significant improvement in the involvement of team members, ensuring the data center digitalization
- Clear view provided on the status of the program, budget burn-rate, reporting automation
Global Swiss private bank
During my more than 2 years of tenure involved as a Business Analyst, Test Manager, Scrum Master, and Project manager:
Implementing a Client On-boarding BPM tool serving to relationship managers, to improve sales. Integration of the BPM procedure & data model with the bank’s core system, release & defect mgmt., leading the functional testing stream and managing teams on-site, and offshore.
Responsible for FINMA-driven regulatory reporting implementation as SCRUM Master, post DB migration data cleansing, hot-fixing & development, while as well involved as technical Ba in a project dealing with implementation of AML alerts management solution within Compliance domain, scripts & automated batch processes design & coding.
Achievements:
- Managing the testing activities related to the client onboarding tool implementation on time within resource capacities
- Identifying & remediating significant reporting issues before the bank needed to comply with regulatory directives
Global multi-asset prime brokerage company
On-site defect manager and business analyst, ensuring data quality testing of EoD reporting within an intercontinental data warehouse migration project. Involved in unit, integration, and regression testing. Handling the defect management practices, prioritization, and reporting, bridging product development, risk management, IT, and testing streams.
Achievements:
- Process streamlining of testing activities, by advising and implementing measures to treat the time difference between the USa & Europe, significantly reducing the time needed for testing iterations
- Designing and implementing 4eyes check mechanisms & models, thanks to utilizing massive product background & expertise
focused on strategic development
After running a venture capital fund management firm for more than a decade and being actively involved in a number of companies, often on a board level, I understand the nuances of setting the right path for a commercial success of businesses in various industries. One of my main goals is an effective utilization of resources, setting the key goals and identifying ways on how to achieve them.
Main domains of my expertise are: setting up strategies for expanding to new markets, product rollouts, establishing strategic partnerships and other crucial areas essential for a long-term success.
Whether your focus on growth is currently aimed at developing new product, implementing new systems and processes, optimizing costs structure or you intend to acquire some of the other market players, we are here to provide you with our executive and strategic advisory for precise planning and decision making.
Portfolio management & investment app in the era of no dominant market player
Achievements:
- Achieving app feature in the App Store and desired number of downloads
- Strategic collaboration with wealth management professionals and foreign PR boutique firm
- Successful exit
An innovative cloud solution for accounting professionals
The biggest challenge was to find early adopters on the local market due to product’s technological advancement.
Achievements:
- Assuring the compatibility with several global key market players in order to provide added value for their customers
- Setting up a foreign joint venture with one of the strategic market players
- Achieving 90+% of revenues from foreign markets
A company developing proprietary algorithms for better diagnostics of selected neurodegenerative diseases
Achievements:
- Speeding up the process of product’s validation through establishing key partnership with leading European university hospitals
- Strategic partnerships: former executive of Medtronic on advisory board, enrollment in GE Health program, collaboration with one of the leading European digital health policy makers
- Adapting the technology utilization for non-medical use cases, hence creating new revenue streams
focused on customer experience
Expert Senior UX Designer with over 15 years of experience in creating user-centric and aesthetically pleasing digital solutions for finance, banking, insurance, and investment management.
a strong advocate for Design Thinking, I have a proven track record of leading teams to deliver intuitive and modern interfaces, aligning with both customer needs and business goals.
My portfolio showcases a deep appreciation for sleek, usable interfaces, with substantial experience in enterprise application development. I am adept at learning complex systems and transforming advanced interactions into elegant components for web and mobile.
Suite of applications for global commercial Swiss bank
Global commercial Swiss bank has a multitude of applications to support different teams while working with customers.
We designed a suite of new connected applications that have use in the center - both the customer as well as portfolio managers and other supporting employees.
Smart Wealth
Smart Wealth is a new interface for quickly knowing a clients investment score with ability to dig deeper when needed.
Biggest challenge was to understand importance and priority of data for various user personas and find a suitable way of displaying them in a meaningful and easy to find way.
Achievements:
- New and easier workflow combining more than 20 data source
- Easy to understand more 200+ risk criteria from one dashboard
- Clean interface that highlights key components and warnings
IT Help Mobile Application
Mobile application for their employees to help them with technical issues or finding support content while they are away from their PC.
Initial variant of the app offered our users option to chat or call for support, book an appoitnment with technician and read through instructional articles or videos.
Achievements:
- Copmany wide release - 90k+ employees
- More than 20 iterations
- Help desk calls down by 15% in first three months
International Wealth Management
Unify multiple applications into one for wealth management of bank clients with enough detail to make recommendations and predictions.
The multitude of existing applications was all built in different time with different visuals and attention to detail and especially different user roles in mine.
Achievements:
- Fully omni-channel experience
- Onboarded markets in DACH, Italy, Near-East, LATAM
- Unified solution and upgrade from old platform
Portfolio Opportunity Finder
Portfolio Opportunity Finder is an award winning internal application for Relationship Managers to find the next best moves for their clients.
Being portfolio manager is stressful enough and knowing where to look next with hundreds of portfolios under your belt might not be the easiest thing to do.
Pof is trying to provide you with a nice overview of your next best steps available to your portfolios with the biggest impact.
Achievements:
- Celent Model Wealth Manager 2020 Client Experience
- Applied design sprints to deliver new CX in less than three weeks
Backoffice applications for brand of international insurance companies in Slovakia
Creating a new experience for insurance agents with omnichannel online application to open, manage and sign new contracts.
Achievements:
- Robust design system
- Desktop application for insurance contracts management
- Mobile interface for self-service on the go
Backoffice application for Tier 1 reinsurance company from France
Complex system that unified number of subsystems used across different locations and tools used in the company.
Main capability was unified interface for the re-insurance “calculators” to get offers for individual clients, other insurance companies. Goal was to cut down the time these proposal took to prepare and unify the calculation engine.
Achievements:
- New unified system for re-insurance calculators
- Time to offer cut down in half
- Shift to design thinking approach in project management