Doris Ullrich

Helping Financial Institutions, Corporations, Law Firms with Risk & Compliance Solutions, Market Data, Feeds & Software

Three years experience in private banking and wealth management industry with client focus on Austria, Germany, Switzerland and CEE. Attending to own client base of high net worth individuals. Business Development and account management for financial intermediaries. Business development for institutional clients, asset managers and financial advisors. Developing partnerships and distribution agreements with the private banking and wealth management industry.

- Attending to own assigned client base, counseling in all questions concerning products and markets and management of discretionary portfolio mandates. - Conception, preparation and presentation of investment proposals. - Focus on structured products and options. - Assisting senior advisers in portfolio management - Compiling and maintaining internal recommendation lists for stocks and structured products - Testing and evaluating various systems for fund and portfolio analysis. - Day-to-day order man

Regional Account Manager for Real-Time & Research Management Solutions for Benelux, Germany, Austria and Switzerland. Responsibilities: - Selling software services and real time products to financial institutions, corporate and investment banks, asset management and hedge funds, corporate finance. - Client portfolio ranging from large corporations to family offices. - Managing existing and acquiring new distributors. Overachieved sales and market penetration targets

Sales Representative for S&P Investment Services - Austria, Germany, Switzerland, Netherlands and France - Business development and account management for institutional clients, sales & trading, research, fund managers, asset management, financial advisors. - Developing equity research partnership and distribution agreements with the private banking and wealth management industry - Leading relationships and signing distribution agreements with vendors across Europe such as Bloomberg, Reuters, Markit,SunG

* Managing client portfolio of multinational and domestic clients in Germany, Austria, UK & Scandinavia * Organising marketing events to raise S&P profile within client base. * Supporting, building and managing working relationships with sales teams, product management and the Europe-wide and global research organization to drive commercial activities.

International Finance, Marketing