Senior Expert & Advisor
David Kraus is a senior expert & advisor of EAM.Technology in the area of portfolio management systems and operational excellence since June 2022. He is also a Board Member at of the Association of Independent Asset Managers (Interessengemeinschaft unabhängiger Vermögensverwalter IGUV).
As a business and technology consultant, he advises independent asset managers, family offices, banks and an insurance company from Switzerland and Liechtenstein through the digital transformation.
Having spent 6 years in private client management and 8 years in organizational and project management in a universal bank, and 7 years in management consulting for this client segment, David can draw on an extensive experience from various financial institutions and thus support clients in developing and implementing their strategy, projects, and outsourcing.
David is currently building extensive knowledge in the development of proposals for the integration of ESG data (software solutions) into the investment process as well as into the advisory process, and has acquired project management experience with ESG transformation projects in the financial industry.
David holds a Master of Advanced Studies (MAS) FH in Banking & Finance, a Digital Marketing Certificate (Google Digital Academy) and is a certified ScrumMaster® and ISTQB® Certified Tester Foundation Level.
David is a German citizen and speaks German and English.