Marcos Santos Crespo
Vice President @ Safra National Bank
About
With nearly a decade of experience in financial services, currently serving as Vice President at Safra National Bank, I specialize in regulatory compliance, financial strategy, and client relationship management. Proficient in navigating FINRA, SEC, and OCC regulations, I work to ensure operational excellence and deliver tailored financial solutions. My role emphasizes fostering trust and collaboration while supporting our team’s mission of delivering exceptional client value via a strong Compliance program. Dedicated to leveraging diverse perspectives to drive compliance and innovation in the financial sector. Proficient in English, Spanish, and Portuguese, I bring a global outlook to our team's efforts.
United States
Miami-Fort Lauderdale Area
Financial Services
FINRA, SEC, OCC, Surveillance, Regulatory Reporting, Bloomberg, Workload Prioritization, Relationship Development, Interpersonal Communication, Investor Relations, Communication, Hedge Funds, Multitasking, Teamwork, Banking, Investments, Financial Services, Financial Analysis, Private Banking, Analytical Skills
Experience
Marcos Santos Crespo's Contact Information
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