Patrick Thoma

🚀 Welcome to my professional journey! 🚀 I'm not your typical finance professional. I'm an architect of opportunities, a navigator of financial landscapes, and a catalyst for growth in the world of capital markets. 🌍 💼 **Who Am I?** I'm a seasoned expert with a track record in capital markets, investment advisory, and business management. Over the years, I've worn many hats – UHNW investment advisor, business manager, team leader, and executive manager. 🎩 💰 **What Sets Me Apart?** I'm the go-to partner for tackling the complex: Mergers and Acquisitions (M&As), exits, intricate financial structures – you name it! I've been in the trenches, leading the charge and driving results. 💪 🤝 **Beyond Finance:** My journey doesn't stop with the balance sheet. I've also lent my insights as a Board of Director (BOD) advisor to a diverse range of ventures, from Pension Funds to groundbreaking Tech Start-ups, the intriguing world of Web 3.0 and Metaverse, as well as the thrilling domains of Crypto and NFTs. 🌐 🎓 **Credentials?** I'm a Certified Investment Analyst (CIIA), which is not just a certification; it's a commitment to excellence in investment strategy. 📈 🌟 **My Secret Sauce?** I'm laser-focused, agile, and always ready to take the initiative. Leadership isn't just a title for me; it's a way of life. I thrive on inspiring teams and organizations to reach new heights. 🚀 **Highlights from My Journey:** - 🏦 **Nahmani Grunder & Cie AG, Zurich (2019–2022):** Partner, leading sales activities in Pre-IPO, Private Market, and Hedge-Fund solutions. - 🏛️ **UBS AG in Zurich (2013–2019):** As an Investment Advisor UHNW, I took charge of an exclusive customer base and spearheaded sales in Private Market and Hedge-Fund solutions. - 🏢 **Hyposwiss Private Bank AG, Zurich (2010–2012):** I wore multiple hats as a Product Manager, active committee member, and project contributor. - 🏦 **Bank Leumi (Switzerland) Ltd. in Zurich (2001–2009):** My journey started here, where I became a member of the Pension Fund Committee and eventually led the Execution Desk. **My Skills:** 🎯 Precision and attentiveness. 🧐 Sharp observation and selling prowess. 🌪️ Agility and multitasking. 🤝 Exceptional emotional intelligence and networking finesse. 🎩 C-Suite etiquette. I'm not just about numbers; I'm about people, relationships, and creating a brighter financial future. Let's connect and embark on an exciting journey together. Feel free to reach out; I'm always up for a good conversation or collaboration! 🤝