William Ellis

Angestellt, Senior Consultant, Deloitte Switzerland

Zurich, Schweiz

Fähigkeiten und Kenntnisse

MBA
BA
PMP
CMCE
project management experience
PRINCE2
Process Optimization

Werdegang

Berufserfahrung von William Ellis

  • Bis heute 10 Jahre und 10 Monate, seit Sep. 2013

    Senior Consultant

    Deloitte Switzerland

    William specializes in delivering three key business offerings to the financial services industry: improved target operating models, process improvement, and project management.

  • 1 Jahr und 9 Monate, Jan. 2012 - Sep. 2013

    Freelance Project Management & Strategy Professional

    In A Perfect World Ltd.

    Project Management & Strategy Consulting Hedge Fund: Namibia Central Bank USD500M Hedging proposal Hotel Group: Customer demographic analysis & improved strategy 250K project Private Client: Single Family Office (SFO) proposal Private Client: JV Infrastructure USD1M development project, Rep. of Georgia

  • 3 Jahre und 3 Monate, Okt. 2009 - Dez. 2012

    MBA

    University of Southampton

    Result: Merit

  • 7 Monate, Jan. 2009 - Juli 2009

    Investment Manager

    Attendus Management AG

    (Caldwell Associates Ltd JV with Attendus AG: Private Wealth Management Company: AUM USD750m, client base HNWI, families & corporate) 200 accounts: HNW / Corporate / Fiduciary Clients USD2M – USD100M Managed 1 Investment manager & 2 assistants, reported directly to CEO Wrote annual & quarterly investor reports / presentations Investment appraisal: macro / micro / fin. / competitor / strategy analysis Appraisal meetings with company directors (CEO/CFO/COO) & fund managers Performance benchmarking of cl

  • 4 Jahre, Jan. 2005 - Dez. 2008

    Investment Manager

    Caldwell Associates Limited

    (Private Wealth Management Company: AUM USD750m, client base HNWI, families & corporate) Researched, planned & launched listed GBP13M fund of funds (team of 3) Investment analysis: Lead contact with company directors & fund managers Responsible for Private Equity subscriptions and placements Regulatory reporting: Sole responsibility for stock exchange reporting Due Diligence: Delivered enhanced KYC & investment compliance framework Portfolio management: Equity, fund & currency dealing in line with m

  • 1 Jahr und 6 Monate, Juli 2003 - Dez. 2004

    Property Manager

    Foncier Ltd / Alison Alexander Holdings Ltd.

    Sale of housing development Sale of development site: negotiated & liaised with stakeholders. Project managed development of UK horse racing facility.

  • 2 Jahre und 1 Monat, Juli 2001 - Juli 2003

    Teacher to International Students

    The English Centre

    English Language Teaching following CELTA qualification.

  • 2 Monate, Mai 2003 - Juni 2003

    Contract Researcher for FinExpo

    Finextra Research

    Research for FinExpo: Financial IT Trade Event, October 2003.

Ausbildung von William Ellis

  • 2 Jahre und 7 Monate, Sep. 2009 - März 2012

    Business

    University of Southampton, UK

    Grade: MBA with Merit Dissertation "Development & Use of Social Media Marketing in Business Schools". European Summer School of Advanced Management (ESSAM), Denmark, July 2010. (i) Strategic management (ii) Competitive strategy & sustainable development (iii) Consultancy project (INBIOM)

  • 3 Jahre und 11 Monate, Sep. 1998 - Juli 2002

    Languages; French and Italian

    University of Exeter

    ERASMUS Roma III, Rome, Italy.

Sprachen

  • Englisch

    Muttersprache

  • Italienisch

    Fließend

  • Französisch

    Fließend

  • Deutsch

    Gut

Interessen

Skiing
Ski-touring
Alpinism
Hiking
Sailing
Tennis
Polo.

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