meet our team
David, 55, is a banking and consulting veteran who has served prominent banks in overall banking services, project management, business consulting, vendor management, business processes, re-engineering, change management, etc. With this unique blend of banking functions, systems, and processes, he has been able to play leading end-to-end roles in initiatives, improvements, and consulting in a variety of banking areas, such as process reengineering and implementation of epmos core banking systems in retail banks and risk automation systems in trade finance.
CRD#: 2338980
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COOPERATIVE GOVERNANCE AND MANAGEMENT OF VENDOR RELATIONSHIPS.
LEADERSHIP OVER MULTIFUNCTIONAL TEAMS
T24 core banking
10 years of experience as an investment banker, corporate lawyer, and mergers and acquisitions advisor. Team leader who is full of energy and enthusiasm and possesses exceptional social and interpersonal abilities. Highly regarded for his ability to effectively manage clients, organize herself, and focus on his goals. Former marathoner who is now actively involved in community service projects. More than 750 million dollars in assets under management.
CRD#: 5551697
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Extensive experience as a financial analyst with a proven track record in the financial sector Excellent communicator with a background in accounting, financial management, and analysis. In addition, she has a Master's degree in Financial Mathematics from New York University. As a CPA, CFA, and ChFC, she is certified to practice my profession.
CRD#: 4333569
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In Peru, she worked as a National Cashier for the Carsa company in the banking operations department (7 different Companies). The ontological coach she has worked with has been around for around six years. Having studied NLP, she is also an IAC member. Furthermore, she is well-versed in all aspects of marketing management, including marketing strategy (including market research) and advertising (including public relations). A seasoned public speaker who has delivered remarks at a wide range of professional gatherings. Work is a joy for her because she is meticulous and enthused. An enthusiastic business enthusiast who thrives on taking on new tasks.