About me
After more than 10 years of experience in auditing at two leading auditing firms, 5 years as an expert for financial offences at the Public Prosecutor’s Office of the Canton of Ticino, and 6 years as finance and compliance officer at leading trust and asset management companies in the Ticino financial centre, I joined Fideconsul Società di Revisione SA in 2022.
In the course of my professional career, I have managed audits of small and medium-sized companies as well as international companies and groups of companies. I have been involved in accounting, corporate and compliance-related advisory services for asset management companies, with a
particular focus on FINMA-licensing practices.
My educational background includes a degree in business administration from the University of Lugano, a federal diploma as an expert accountant obtained in Zurich in 2008 and the CAS diploma
Compliance in Financial Services.
At Fideconsul Società di Revisione SA, I mainly deal with audits of annual accounts of small/medium-sized companies, pension funds, municipalities, consulting in the closing and preparation of annual accounts and in compliance work for asset managers.
Areas of activity
Auditing (ordinary audits, limited audits, extraordinary operations audits, voluntary audits, audits of pension institutions, audits of municipalities, audits of asset managers)
- Advice on closing and preparing annual accounts
- Advising on compliance activities for asset managers
- Support in the preparation of FINMA authorisation files for asset managers
- National tax law
- Due diligence
Professional experience
- Joined Fideconsul Società di Revisione SA (2022)
- Compliance officer, responsible for controlling and administration, FF Marcuard SA, Lugano (2020-2022)
- Head of finance and compliance, Pentagram Wealth Management SA, Lugano (2019-2020)
Manager in the auditing of industries and service companies (local and international) and responsible for SRO ASG and FCT audits, EY, Lugano (2015-2019)
Financial Crime Analyst, Financial Team of the Public Prosecutor’s Office Canton Ticino (2010-2015)
- Head of administration office, Veco Trust SA, Lugano (2008-2010)
Auditor in the audit of industrial and commercial companies, PricewaterhouseCoopers SA, Lugano (2004-2008)
Education
- Swiss certified public accountant (2008)
- CAS Diploma Compliance in Financial Services (2020)
- Degree in economics, specialising in business administration, University of Lugano (2005)
Affiliations and qualifications
- ExpertSuisse – Association of Swiss Accounting, Tax and Fiduciary Experts
- FAOA – Federal Audit Oversight Authority, licensed audit expert
Languages
- Italian
- German
- French
- English