Ursula E.

Team Lead Advanced Analytics at LGT

Switzerland

Overview 

Ursula E. is currently serving as the Team Lead Advanced Analytics at LGT – Private Banking und Asset Management in Switzerland. With a background in data analytics and risk management, she has held roles such as VP, Data Analytics at Wellington Management and President at Fintree, Inc. Ursula E. has a strong track record in leading advanced analytics teams and has experience working with prominent financial institutions like Wellington Management and Wachovia.

Work Experience 

L–

LGT – Private Banking und Asset Management

  • Team Lead Advanced Analytics

    2020 - Current

    Implementing machine learning models, graph algorithms, chatbots and more to bring the best of digital and personal banking to LGT's clients.

Beacon Angels

  • Member

    2020

WM

Wellington Management

  • VP, Data Analytics

    2012 - 2020

    Working directly with investors and research analysts to build data science solutions that enhance business processes and generate investment returns for clients. Responsible for analyzing opportunities and managing the delivery of analytics solutions in a DevOps environment.

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

wellington.com

Fintree, Inc.

  • President

    2004 - 2012

    Founded Fintree to help companies analyze large quantities of data to make better investment and strategic business decisions. Projects include: * Interactive Google Earth website and database of 3,500+ wind projects, wind/solar/hydro resource maps, site assessment maps and wind farm promotion tool in 3D. * Promotional, multi-lingual website with Google Earth virtual tour for wind farm project in Romania. * Marketing and website design services for audio test equipment manufacturing startup company.

T(

TIAA-CREF (Contract via TRD Consulting)

  • Risk Management Consultant

    2004 - 2007

    * Helped build risk & performance measurement system for senior management. * Designed & implemented performance attribution model. * Analyzed and documented business processes in Visio. * Wrote functional specification for credit risk management system.

Self-Employed

  • Equity Trader

    2002 - 2004

    Traded equities based on technical analysis.

WA

Wachovia, A Wells Fargo Company

  • Business Consultant

    1999 - 2002

    Advised the retail and small business banking groups on marketing strategy: * Built customer profitability model using SAS/SQL, compiled book of business and created back-office support infrastructure for small business banking customer relationship management. * Datamined 9 million households for behavioral trends and formulated customer acquisition and retention strategies from results.

Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

wellsfargo.com

MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra)

  • Business Analyst

    1998 - 1999

    Provided product support for Barra’s enterprisewide risk management IT solution 'TotalRisk'.

Education 

Articles About Ursula

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