Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Work Availability
Quote
Timeline
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Patrick Lofing

Patrick Lofing

Strategist, Change & Project Manager
Berlin

Summary

Established senior transformational strategy & change management professional, possessing extensive international experience across the EU, UK, Switzerland, USA & South Africa (SA).

  • Expert in dealing with and prevention of crises
  • A love for problem-solving and design, drives the delivery of clean, sustainable solutions.
  • Intellectually curious Diversity & Inclusion strategy, change & people Lead.
  • The passion for people encompasses teamwork, client centricity, building robust D&I compliant teams & growing talent.
  • 'Time to Give Back' is work in the non-profit space, in South Africa for a: Children's home, Halfway house, in education & sustainability.

Highlights

  • On-site volunteering as Teacher & Mentor to children who lost their parents in Underberg, South Africa.
  • Designed UBS Resolution Playbooks, Swiss Regulator approved & adopted.
  • Authored UBS Resolution Testing Approach & Strategy, setting market standard.
  • Managed Business Merger & Integration of Sal. Oppenheim Investment Banking into Macquarie (try-party via Deutsche Bank).
  • Business Setup of a new Derivatives Trading Division in Switzerland. Skilled at mentoring staff, integrating ideas and customizing approaches to support specific means and goals.
  • Successful Business unit Closure, Migration & Outsourcing professional with a demonstrated track record in consulting.

Overview

28
28
years of professional experience
4
4
Certificates
4
4
Languages
8
8
years of post-secondary education

Work History

FREELANCE BUSINESS & NON PROFIT, CONSULTANT

PKDL Consulting
Berlin
10.2021 - Current
  • Clouds of Hope: Kids mentoring, management coaching & sustainability projects
  • African Odyssey: member of think tank of SA corporations & NGOs to address burning issues

STRATEGIST & PROJECT MANAGER

UBS AG
Zurich
08.2011 - 10.2020
  • Strategy & Project Manager Swiss Resolution Program, Group Compliance, Regulatory & Government Feb 2015 - Oct 2020
  • Product Manager Integrated Work Management, Group operations Nov 13 – Jan 2015
  • Strategy & Business Management Shared Services, Aug 2011 – Oct 2013Researched, analyzed and solved marketing and strategy concerns through personalized approach.

SENIOR CONSULTANT & MANAGER, FINANCIAL SERVICES

ACCENTURE
Zurich
09.2010 - 07.2011
  • Bank wide client identifying DATA risk diagnostics & analysis for Capital Markets

MERGER INTEGRATION MANAGER

MACQUARIE BANK
Frankfurt
01.2010 - 08.2010
  • Performed integration of Sal Oppenheim Investment Bank (People, Assets & Data) into Macquarie Bank on time & budget

SENIOR PRODUCT MANAGER

DEUTSCHE BANK
London
01.2000 - 10.2009
  • COO & Business Manager for Equities & Derivatives Front Office and Head of Middle Office
  • Business Relations Manager Equities Operations: Enhanced and redefined organizational structure to maintain competitive edge across territories.
  • Senior Development Mgr: 'Global Accounting Solutions' for Corporate Investment Banking Technology (OBI IT) managing team of 44 FTEs / USD6m budget.

BUSINESS ANALYST & EQUITIES LINE CONTROLLER, Vice President

BEAR STEARNS
London
02.1998 - 12.1999
  • International Equities line controller to identify and mitigate risk

CHARTERED ACCOUNTANT, AUDITOR & TAX SPECIALIST

GROSS HENDLER & FRANK
Cape Town
02.1995 - 01.1998
  • Trainee Articled Clerk

Education

CHARTERED ACCOUNTANT (professional Tittle) - Accounting & Business Management

SAICA
Cape Town, South Africa
1995 - 1995

BACHELOR of COMMERCE HONORES - Accounting & Business Management

University of Port Elizabeth
Port Elizabeth, South Africa
1993 - 1994

BACHELOR of COMMERCE - Accounting & Business Management

University of Port Elizabeth
Port Elizabeth, South Africa
1988 - 1992

High School Diploma -

Grey High School
Port Elizabeth, South Africa
1987 - 1987

Skills

Resilience, Crisis Management & Regulatory Relations

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Certification

CIRCULAR ECONOMY & SUSTAINABILITY STRATEGIES Uni, of Cambridge, 2020

Additional Information

  • 2012 - UBS HEAD of Group Operations DIVERSITY & INCLUSION team 2 years
  • 2011 - UBS Group Operations TALENT POOL 8 months
  • 2000 - DB Global Markets TALENT FAST TRACK 6 years

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

The real test is not whether you avoid this failure, because you won’t. It’s whether you let it harden or shame you into inaction, or whether you learn from it; whether you choose to persevere.
Barack Obama

Timeline

FREELANCE BUSINESS & NON PROFIT, CONSULTANT

PKDL Consulting
10.2021 - Current

STRATEGIST & PROJECT MANAGER

UBS AG
08.2011 - 10.2020

SENIOR CONSULTANT & MANAGER, FINANCIAL SERVICES

ACCENTURE
09.2010 - 07.2011

MERGER INTEGRATION MANAGER

MACQUARIE BANK
01.2010 - 08.2010

SENIOR PRODUCT MANAGER

DEUTSCHE BANK
01.2000 - 10.2009

BUSINESS ANALYST & EQUITIES LINE CONTROLLER, Vice President

BEAR STEARNS
02.1998 - 12.1999

CHARTERED ACCOUNTANT, AUDITOR & TAX SPECIALIST

GROSS HENDLER & FRANK
02.1995 - 01.1998

CHARTERED ACCOUNTANT (professional Tittle) - Accounting & Business Management

SAICA
1995 - 1995

BACHELOR of COMMERCE HONORES - Accounting & Business Management

University of Port Elizabeth
1993 - 1994

BACHELOR of COMMERCE - Accounting & Business Management

University of Port Elizabeth
1988 - 1992

High School Diploma -

Grey High School
1987 - 1987
Patrick LofingStrategist, Change & Project Manager