Miami, Florida, United States
With my team, we are starting Wizest to make personal investing more accessible, more engaging, and more consistent with today's digital platforms and consumer behavior. Today, people think that investing is complicated and intimidating. What if there was a platform to pair novice investors with financial experts. Prior to Wizest, I have been working in banking for over 6 years, - Managed and led 4 M&A/integration projects for banks ranging from $300M to $15B - Led strategy/transformation initiatives - Managed a digital Bank and launched another from scratch
TotalDirectBank: build and launched new online division/brand for City National Bank www.totaldirectbank.com City National Bank: M&A & Digital Transformation
Head of Strategy, managing the following areas at Sabadell United Bank: • Commercial and Strategic Planning • Strategic Projects/Initiatives • Sales Operations and Client Relationship Management • Portfolio Structure and Data Integrity • Product Development • Digital/Online • Marketing Planning/Budgeting
Head of online division/brand for Sabadell United Bank www.virtualbank.com
M&A and Internal Consulting Projects