Since my commercial education in Zurich as a fiduciary in the year 2000, I have constantly furthered my professional and technical expertise.
In 2008 I completed my professional certification as a Swiss Fiduciary. After a very interesting and enriching time at a Zug fiduciary company I returned to Zurich in 2010.
From 2013 onwards I completed here the TREX/MAS master's degree in Fiduciary and Management Consulting while working, and successfully graduated with the specialist title of Federal Fiduciary expert.
After more than 9 years working as Partner and Member of the Management for the Swiss fiduciary department of one of the biggest independent asset managers of Switzerland, I became independent in 2019.
I am always at your disposal with my wide-ranging knowledge adquired after many years of professional experience in the support of national and international clients .
After a ground education in banking, I further developed my knowledge in business consulting and investment commodities financing.
Since mid-1990, I have been advising and supporting national and international individuals and companies in all aspects of fiduciary business.
Between 2001 and 2007 I worked independently before joining as managing director one of the biggest financial services providers in Switzerland for the next eleven years.
In 2018, I founded my own consulting company. Through my experience and education as business economist, accountant and auditor and the regular in-depth studies in the areas of tax law and succession planning, I offer comprehensive knowledge, experience and skills as a consultant and entrepreneur for all needs and business challenges.
My value proposition for my clients is to identify potential problems, and work and implement efficient solutions, always with the main focus on your personal and individuals needs as a person.
With my comercial education and business experience of several years I complement the team as the head of Secretariat and administration.
Thanks to my linguistic skills I support the team in the customer service of national and international mandates. Due to my comprehensive knowledge I can take over responsible work for our demanding clientele from administrative support to accounting.
As a commercially trained person in the field of fiduciary services I moved from Thusis GR to Zurich, where I worked as an accounting clerk for one of the largest, independent asset managers in Switzerland. Since 2021 I am supporting the expanding team of CJC Heilmann Private Office AG as an accounting and fiduciary clerk. I successfully passed my diploma exam as an accounting clerk in March 2022 and I am happy to serve our customers with the highest level of quality every day.
Together with my commercial education and my diploma as specialist in Finance and Accounting I have many years of experience as accountant and controller for several firms.
During a 9-year employment with one of the leading asset managers in Switzerland as a fiduciary mandate manager, I completed the training as a Certified Financial Advisor IAF, as well as the training as a Financial Planner with a federal diploma.
Now I dedicate my entire experience in the fiduciary and financial area to our clients and our team.
In 2014, I successfully completed the bachelor's degree in Business Administration at the Zurich University of Applied Sciences (ZHAW), specializing in accounting, controlling and auditing. That was when I discovered my passion for fiduciary services. After finishing my studies, I started my professional career in the fiduciary segment and worked for one of the largest independent asset managers in Switzerland for several years, where I eventually became a mandate manager. Since 2019, I support and look after the national and international clients of CJC Heilmann Private Office AG as a mandate manager and successfully completed the TREX/MAS master's degree in Fiduciary and Management Consulting in 2021.
After my apprenticeship as a retail specialist I worked in various Swiss retail trade companies for several years and also gained professional experience as a branch manager along the way. I started my commercial career in a law firm in St. Gallen, attended the commercial vocational baccalaureate in the evenings and successfully completed my studies. I discovered my passion for accounting and mathematics during the Matura and was able to apply this enthusiasm as an accounting clerk in a flooring company in St. Gallen, later in a trust and real estate agency in Winterthur. In October 2022 I entered CJC Heilmann Private Office AG as a fiduciary clerk and additional support in the accounting department or wherever help is needed.
While being a primary school teacher for several years, I successfully completed my master's degree in special needs education. I have been working in this position since August 2019, at an elementary school situated near the lake of Zurich. Since 2014, I have been working part-time as an accounting and administration clerk for an international consulting firm. I joined the CJCHPO team in the summer of 2022 and have been managing the secretariat of the branch office in Zug ever since.