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Timezone overlap

9h overlap with US East · United States

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3
6
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12
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21

English level

Advanced

C1

Self-reported as: “I can work in English - Advanced or Bilingual”

Other languages:Spanish (native)

Skills & tools

Skills

Customer ServiceSalesSupport

Tools

Microsoft OfficeSalesforcePipedrive

About

I love to travel. Until very recently, I traveled from Jacksonville to Miami twice a month for work. Also, I have lived most of my life in Miami. It is a truly international place. I have been married for nine years. I have three children (Ethan 16, Logan 7, and Ian 3). And I love sports. More than anything else, I want to provide for my family. For my wife, because she is the most special person in my life. And for my children, because it is an honor to help them reach the next level in their lives. Thank you.

Work preferences

Job type
Full-time
Company size / type
Early-stage startup (0-20), Growth-stage startup (21-200), Large/multinational (200+)
Culture
Growth-stage startup (21-200), Large Company
Industries
Finance & Accounting
Hours
EST business hours

Salary context

Benchmarks for Finance / Accounting · Senior (7+ yrs).

India equivalent
$2,000/mo
This candidate
$9,600/mo
US local hire
$8,500/mo

US figures from BLS OEWS 2024 + Glassdoor; India figures from US SMB offshore vendor pricing. Adjusted for the candidate's seniority.

Work experience

  1. SVP, Cash Management Sales Officer · SouthState Bank
    Jan 2020 — Present
    USUS company · remote

    - Delivered strategic Treasury Management solutions, optimizing clients’ cash flow, automation, and operational efficiency. - Led financial discovery sessions to identify needs and implement customized strategies supporting growth and profitability…

  2. VP, Treasury Management Officer · Synovus Bank
    May 2015 — Dec 2019
    USUS company · remote

    - Cultivated lasting client relationships through needs-based Treasury solutions, achieving high client retention rates. - Partnered with commercial teams to deepen wallet share and execute strategic sales initiatives. - Developed and presented…

  3. Treasury Management Sales Officer 1 / TM Analyst · Wells Fargo Bank
    Apr 2007 — Jan 2014
    USUS company · remote

    - Promoted to Officer in 2012 due to exceptional performance. - Managed onboarding and conversion projects for 250+ clients during major bank mergers. - Participated in ethnographic research one in Miami and one in Los Angeles, influencing bank-wide…

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Education

  1. Bachelor of Business Administration · Florida International University
    2001—2007
    US· Management & International Business
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