Patrick Keller
lic. oec. publ.
Tax Consultant
Phone +41 43 222 58 47
patrick.keller@transforma.ch
Education:
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1992 – 1993: Foundation studies in physics at ETH Zurich
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1993 – 2000: Studied business management and economics at the University of Zürich, graduating lic. oec. publ.
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2013: Further training in tax law
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2014: Certification programme in ‘Tax for private individuals’ (expert level) at Akademie der Schweizer Treuhand-Kammer AG
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Annual courses and seminars on tax law
Professional experience:
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1993 – 2000: Airport representative officer for a well-known travel agency alongside his studies, followed by completion of a university graduate trainee programme at a major bank
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2004: Qualification as a Relationship Manager for Private Banking
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2005: Moved as Vice Director to the Wealth Management division of the biggest Swiss bank and spent a further eight years as a Senior Client Advisor in the HNWI client segment
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Since 2014: Tax consultant at Transforma Ltd.
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Since 2021: Self-employed work in the area of administrative support
Core areas of expertise:
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Thanks to many years in banking, comprehensive knowledge in advising and structuring private wealth, including cross-border issues
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Swiss and international tax law for private individuals
Languages:
Business German and English; verbal French
Additional activities:
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Member of the municipal council (finance and tax department) of a medium-sized municipality in the canton of Aargau
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Prior to that seven years as a member of the finance committee in the same municipality
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Member of the Board of Directors of a dental practice
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Board member at various associations in the fields of education and civil defense
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Member of the Board of Directors at an inter-communal institution specialising in water supply