Dr. Friedrich-W. Kersting

Dr. Friedrich-W. Kersting

Buy Side/ Sell Side Equity Specialist (Tech Sector)

Followers of Dr. Friedrich-W. Kersting1000 followers
location of Dr. Friedrich-W. KerstingNew York City Metropolitan Area

Connect with Dr. Friedrich-W. Kersting to Send Message

Connect

Connect with Dr. Friedrich-W. Kersting to Send Message

Connect
  • Timeline

  • About me

    Banking Strategy & Innovation Expert / Transformation Enthusiast / Ex-Founder

  • Education

    • Boston University Metropolitan College

      -
      Master of Science (M.Sc.) Adminsitrative Studies/ Financial Economics
    • Universität St.Gallen (HSG)

      -
      Promotion Dr. oec. Corporate Finance & Banking
    • Universität St.Gallen (HSG)

      -
      Executive MBA General Management
    • Columbia Business School

      -
      Postgraduate Diploma: Digital Strategies for Business

      The program teaches the four essentials of creating a digital business:- Digital Transformation: Understanding the Drivers that Impact Digital Strategies- Digital Business Models: Executing A Digital Transformation- The Platform Business Model: Leading Digital Innovations- Digital Marketing Strategy: Driving Customer Engagement

    • Universität Münster

      -
      Staatsexamen Jura
  • Experience

    • Sal. Oppenheim jr. & Cie. AG & Co. KGaA

      Jan 2000 - Jan 2003
      Buy Side/ Sell Side Equity Specialist (Tech Sector)

      Investment Banking: Equity analysis- Performed financial valuation analysis through the use of DCF- Diagnosed financial statements, corporate filings and earnings reports to identify issues with revenue, expenses or cash flow - Received top-tier ranking in first-year analyst class

    • PwC

      Jan 2004 - Jan 2006
      Operations Manager & Transaction Services Specialist/ Strategy Group

      Operations Manager: - worked directly with senior management and key stakeholders, including COO and CFO, to create Business Development unit - took over various business and project management related responsibilities- managed various stakeholdersTransaction Services Specialist:- conducted Commercial due diligence to adapt model assumptions and validate performance outlook and transaction rationale for potential acquirers

    • Credit Suisse

      Jan 2006 - Jan 2012
      Senior Investment Advisor & Senior Manager Business Development

      Senior Project Manager: - worked with senior management, including Private Banking CEO and CFO, to develop strategy for business operations and pricing- took over various business and project management related responsibilities- managed various stakeholdersSenior Investment Advisor: - implemented, and reviewed, financial strategies designed to help clients pursue their long-term financial goals- presented investment products and best current ideas in weekly investment meetings- managed accounts of high-net worth individuals whose combined assets exceeded $ 500 Million Weniger anzeigen

    • International School of Management, Germany

      Jan 2013 - Sept 2015
      Professor of Finance & Management

      Planned, wrote and taught up to 6 courses per semester in finance and management (Bachelor- & Master-Level)- Banking Strategy & FinTech- Venture Capital & Entrepreneurship- Investment Analysis & Portfolio Management- Financial Markets & Institutions- M&A / Corporate Finance- Economics

    • Quirin Privatbank AG

      Jan 2015 - Sept 2017
      Head of Innovation & Corporate Strategy

      - performed competitive analysis of industry for CEO to identify opportunities in financial services- managed and implemented new business development strategies- evaluated new business models in the FinTech sector (one with Springer Plug&Play: http://www.axelspringerplugandplay.com)- managed and effectively communicated the new launch of products with all relevant stakeholders - analysed robo advisory market and managed various projects for www.quirion.de (robo advisor)- drove R&D "rocket process" and innovation mindset to convert ideas into market pilots- identified strategic partners in pursuit of growth opportunities- managed various stakeholders Weniger anzeigen

    • M96.digital Plattform für die Digitalisierung des Mittelstands

      Jan 2017 - Jan 2019
      Co-Founder (SME Banking Platform Startup/ with APX by Axel Springer & Porsche)

      M96 addressed a still largely untouched market: an automated yet individual approach for SMEs who seek external help with digitalisation. The rocket didn't take off, but I have deepened my understanding of- exploring innovative business models- developing a product vision and roadmap- “owning” and managing a product- creating prototypes to check the product-market fit and explore innovative business models- focusing on making rapid experiments to see what works and what doesn’t- putting clients first, get them involved and gain valuable feedback- working agile and set a growth culture Weniger anzeigen

    • PostFinance

      Apr 2019 - Jan 2023
      Senior Manager Corporate Strategy & Innovation

      - further developed (digital) corporate strategy with the aim of diversifying into complementary markets - evaluated, drafted, managed and implemented key-strategic digital initiatives like Digital First Banking/ go-live as “YUH” and Digital and sustainable 3a solution (Product Owner)/ prototype - evaluated new digital business models and FinTech/ Startup cooperations with PFLab/ Innovation- performed sophisticated analyses and managed special projects for CEO, Executive Board and BoD- provided actionable suggestions to line managers for responding to new threats and opportunities in Retail Banking and SME Banking Weniger anzeigen

    • UBS

      Jan 2023 - now
      Senior Transformation Manager/ Digitalization Corporate Hybrid Bank

      - help UBS to provide SMEs the best digital corporate banking experience in Switzerland- analyze, evaluate and support the implementation of key strategic projects such as "UBS Instant Business Credit", the fastest and most innovative credit solution in Switzerland- support the redesign and introduction of the new E-Banking solution - including numerous digital self-services- support the GenAI project team in the definition of value-adding use cases and the implementation of prototypes Weniger anzeigen

  • Licenses & Certifications

    • Digital Transformation: Platform Strategies

      MIT Sloan School of Management
      Jan 2019
    • Private Equity and Venture Capital

      Università Bocconi
      Feb 2025
    • Certified European Financial Analyst (CEFA)

      DVFA
  • Volunteer Experience

    • Innovation ecosystem/ Startup Mentor

      Issued by F10 Incubator & Accelerator
      F10 Incubator & AcceleratorAssociated with Dr. Friedrich-W. Kersting
    • Innovation ecosystem/ FinTech & InsurTech Community Member

      Issued by Kickstart Innovation
      Kickstart InnovationAssociated with Dr. Friedrich-W. Kersting
    • Member

      Issued by Lions Clubs International
      Lions Clubs InternationalAssociated with Dr. Friedrich-W. Kersting
    • Blogger/ Columnist "Banking Transformation & Strategy"

      Issued by finletter
      finletterAssociated with Dr. Friedrich-W. Kersting
    • Mentor

      Issued by Universität St.Gallen (HSG)
      Universität St.Gallen (HSG)Associated with Dr. Friedrich-W. Kersting
    • Volunteer

      Issued by New York Cares
      New York CaresAssociated with Dr. Friedrich-W. Kersting
    • Volunteer

      Issued by Swiss Society of New York, Inc.
      Swiss Society of New York, Inc.Associated with Dr. Friedrich-W. Kersting
    • Volunteer

      Issued by ZERO Prostate Cancer
      ZERO Prostate CancerAssociated with Dr. Friedrich-W. Kersting