Marcos  Santos Crespo

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.

Country

United States

City

Miami-Fort Lauderdale Area

Industry

Financial Services

Skill

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

Safra National Bank

Vice President

Safra National Bank

LinkedIn
2025-3 - Present · 1 yr 7 mos

Aventura, Florida, United States

Safra National Bank

Assistant Vice President

Safra National Bank

LinkedIn
2021-8 - 2025-3 · 3 yrs 8 mos

Aventura, Florida, United States

Safra National Bank

Associate

Safra National Bank

LinkedIn
2019-6 - 2021-8 · 2 yrs 3 mos

Aventura, Florida, United States

Wells Fargo Advisors

Associate

Wells Fargo Advisors

LinkedIn
2016-2 - 2019-5 · 3 yrs 4 mos

Miami, Florida, United States

Education

Miami Dade College

Miami Dade College

LinkedIn

Marcos Santos Crespo's Contact Information

Email

******@***.com

Phone

(**) *** ****

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