Mauricio Saias

Chief Operating Officer @ Activest Wealth Management

About

Born in Caracas, Venezuela. Passionate, goal oriented, responsible worker with proven experience in the Financial Services Industry both as a Systems Engineer and an MBA. Comfortable taking on tasks individually as well as in a group. Strong analytical, decision making and multi-tasking skills.

Country

United States

City

Miami-Fort Lauderdale Area

Industry

Financial Services

Skill

Financial Analysis, Finance, Operations Management, Financial Forecasting, Valuation, Microsoft Excel, Software Development, Financial Services, Operating Systems, Business Strategy, Java, Visual Basic, MySQL, Sybase, Strategy, Microsoft Office, QuickBooks, Strategic Planning, Competitive Analysis, Leadership

Experience

Chief Operating Officer

Activest Wealth Management

2022-2 - Present · 4 yrs 8 mos

Business Operations Specialist

Activest Wealth Management

2018-1 - 2022-1 · 4 yrs 1 mo

Miami/Fort Lauderdale Area

Business Analyst - Treasury & Trade Solutions, Regional Payments Product Management

Citi

2016-6 - 2017-6 · 1 yr 1 mo

Miami/Fort Lauderdale Area

• Coordinated with Local, Regional and Global teams to establish the product's Investment Ask in the LATAM region. • Co-Led the design of an Intranet used to improve communications between the Regional and Local teams in LATAM.

MBA Summer Intern

RBI Alliance

2015-5 - 2015-8 · 4 mos

Miami/Fort Lauderdale Area

• Created and analyzed semi-annual and annual financial forecasts to determine the company's budget for those periods. • Identified new opportunities to expand the company's financial services portfolio. • Developed the company's information system to handle customer billing and collections. • Established strategic relationships with car dealers.

Student Research Consultant, Babson Consulting Alliance Program

WEX

2015-1 - 2015-5 · 5 mos

Wellesley, MA

• Developed a go to market strategy for two new industry verticals with a single strategy. • Conducted primary and secondary research and competitive benchmarking as part of a team based consulting project necessary to obtain MBA degree at Babson College.

Sr. Systems Analyst

100% Banco, Banco Universal

2013-6 - 2014-8 · 1 yr 3 mos

Caracas, Venezuela

• Led a group of 4 analyst programmers. Reduced the time spent working on a given project by implementing a new and organized work methodology, thereby increasing the number of projects the department could finish in a given time. • Led the planning, design and development of the Pre-Loan system for the financial institution. Made the process of applying for a loan more agile, reducing the time spent by a person at the agency, and therefore increasing the number of loans the bank processed in a day.

Systems Analyst

100% Banco, Banco Universal

2012-1 - 2013-6 · 1 yr 6 mos

Caracas, Venezuela

• Led the programming team on the project in which a card-management system was developed for the Bank. Made improvements to the platform used by the bank to consult and manage its client’s credit card accounts. • Led the planning, design and development of security mechanisms for the Bank’s website. Added an extra layer to the company’s website, thereby making the clients’ accounts safer from fraud.

Summer Intern

100% Banco, Banco Universal

2011-6 - 2011-8 · 3 mos

Caracas, Venezuela

• Created a Risk Matrix System that allows the Bank to classify its clients according to their risk profile, complementing other information the bank uses when evaluating a client's application for a loan.