Oertly Consulting GmbH – project history

2023-

Project manager for the migration of the electronic archive on an IT platform with 23 regional banks

2022/23

Deputy Project Manager and Quality Assurance for the Finnova Transition of a Regional Bank

2021/22

Stream lead data migration and member of the project core team for the migration of a regional bank to Finnova

2019/20

Project lead for the implementation of a new credit advisory solution on an IT platform with 23 regional banks

2018/19

Support of a private bank in the implementation of Avaloq in Austria and in the strategic development of its IT organization

2016-18

Overall project management for the successful transition of 25 regional banks to a new IT and AM provider

2016/17

Project management support and functional stream lead migration and cutover for the core bank migration of a private bank to Avaloq

2014/15

Stream lead migration and cutover for the Avaloq integration of a regional bank into a larger cantonal bank

2014-16

Project management support of a large financial services leader in the transition to the new Swiss payments infrastructure

2013/14

Project management and support on regulatory projects and in payments projects for a service provider of Regional Banks

2013/14

Project management and support with regulatory and intranet projects in a midsize Swiss Cantonal Bank

2013

Business lead of data migration and going live in the integration of a Swiss private bank into a Cantonal Bank

2013

Project management support of a joint venture of three Cantonal Banks in the area of research and asset management

2012/13

Project management of the implementation of the investment advisory system FINFOX PRO in a midsize Cantonal Bank

2011/12

Project management for the implementation of the new banking platform Finnova at two groups of Regional Banks

2010/11

Quality assurance and member of the Project Steering Committee in a Avaloq release change project of a Cantonal Bank

2010/11

IT audit and project management for the transition project to a new platform for a Swiss life insurance company

2009/10

Project management of a strategic feasibility study concerning IT cooperation of two Swiss financial institutions

2009/10

Project management for data migration and going live in the transition project to a new Avaloq banking platform in two mid-size Swiss Cantonal Banks

2007/08

Coach and member of stream management data migration in the transition project to Avaloq banking platform in two Swiss Cantonal Banks

2006/09

Coordination and coaching of bank process documentation. Consulting and support in the Avaloq implementation in Liechtenstein, Switzerland, Germany and Singapore for an international private bank

2007/09

Support for the project steering committee of a regional universal bank in the evaluation and implementation of a new core banking platform

2008/12

Development of an IT strategy for two Cantonal Banks

2006/07

Project leader data migration in the transition project to a new Finnova banking platform at a french speaking Swiss Cantonal Bank

2006

Project Management of a post-implementation project at a Cantonal Bank in Central Switzerland

2005/06

Going live manager and expert for the transition Projects to a the new Finnova banking platform at four Swiss Cantonal Banks

Previous professional activities

2003 – 2005

Head of IT Operations and Technology at a large Swiss Life Insurance Company 

1996 – 2003

Head of IT Development at a large Swiss private bank 

1988 – 1996

Team Lead / Department Head of IT Development at the subsidiary of a major Swiss Private Bank

1984 – 1988

Research assistant and PhD student at the Institute for computer science at the Swiss Federal Institute for Technology (ETH) in Zurich, Prof. Dr. C.A. Zehnder

Education and training

2001

Stanford Executive Program, Stanford Graduate School of Business, Stanford, CA, USA

1994 – 1996

Postgraduate degree in General Management at the University of St. Gallen HSG (Executive MBA)

1991

PhD (Dr.sc.techn.) at the Department of computer science at ETH Zurich

1984

Diploma in mathematics with specialisation in computer science at ETH Zürich