Patrick Schuler
Angestellt, Client Portfolio Manager Equities, Credit Suisse AG
Zurich, Schweiz
Werdegang
Berufserfahrung von Patrick Schuler
Bis heute 15 Jahre und 2 Monate, seit Mai 2009
Client Portfolio Manager Equities
Credit Suisse AG
Acting as a client portfolio manager for equity and indirect real estate products within global equity portfolio management business of Credit Suisse Asset Management division. Being the first entry point and main contact person for external and internal client requests such as Swiss and global institutional (pension funds and consultants), UHNWI (e.g. family offices) and 3rd party clients. Responsible for customized institutional or UHNWI equity mandates.
1 Jahr und 4 Monate, Jan. 2008 - Apr. 2009
Client Relationship Manager
Credit Suisse AG
Acting as a client portfolio manager for equity and convertible products within in the global equity portfolio management business. Responsible for servicing institutional clients globally, consultants and internal sales channels (e.g. Private Banking division) with individual or pooled investment solutions.
1 Jahr und 11 Monate, Feb. 2006 - Dez. 2007
Client Relationship Manager
Credit Suisse AG
Acting as a product specialist for equity and indirect real estate products within the institutional sales department at Credit Suisse Asset Management division. Responsible for sales and marketing activities of equity, convertible and indirect real estate funds and segregated mandates to institutional clients such as Swiss pension funds and consultants.
Ausbildung von Patrick Schuler
2 Jahre und 3 Monate, Jan. 2010 - März 2012
Corporate Finance
Swiss Financial Analysts Association (SFAA)
Portfolio Management, Accounting, Finance, Equity, Fixed Income, Alternative Investments
6 Jahre und 1 Monat, Okt. 1998 - Okt. 2004
Banking and Finance
University of Zurich
Banking, Corporate Finance, Marketing, Taxes
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Grundlagen