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
Strategy & Change LeadershipProgram & Project Manager
Diversity & Inclusion Champion
Business Integration / Setup / Closure Expert
(Up to Board level) Training & Testing Lead
Long-term business planning and execution busion
Business analysis & business process optimization
Stakeholder Management
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