Gerardo Latimer Janer
Weston
Summary
Results driven Banker with 15+ years of experience in banking and sales, specializing in relationship management, financial analysis, compliance and strategic growth. Adept at delivering exceptional customer service while developing tailored banking solutions. Proven record of driving profitability, managing small businesses and customer relations, fostering long-term relationships with corporates and high-net-worth clients.
Overview
2026
2026
years of professional experience
Work History
Assistant Vice President, Treasury Officer
Scotiabank
Sales Supervisor and Compliance
Citibank
Senior Banker Small Business Specialist
Bank of America
07.2022 - Current
- Worked with Small Business and Retail clients to discover short-term, mid-term and long-term financial priorities to provide advice, execution, and implementation of solutions to create personalized strategies to help them achieve their financial goals
Wealth Management
Morgan Stanley
06.2014 - 07.2022
- Wealth Management Advisor for Small Business and Retail clients discovering and understanding their financial situation to provide adequate solutions to support and contribute to their financial well-being
Senior Wealth Strategy Associate
UBS Financial Services
01.2007 - 06.2014
- Worked as an outsource treasurer for Credit Unions and Small Business clients, providing Asset and Liability Management reporting to properly manage interest rates scenarios for their lending operations
Education
Bachelor of Business Administration - Finance
Sacred Heart University
Puerto RicoMaster of Business Administration - Finance
Interamerican University
Puerto RicoSkills
- Small Business Banking
- Business Analysis
- Banking Sales and Operations
- Financial Planning
- Relationship Management
- Compliance
- Risk Management
- Management and Supervision
- Fully Bilingual (English/Spanish)
Timeline
Senior Banker Small Business Specialist
Bank of America
07.2022 - Current
Wealth Management
Morgan Stanley
06.2014 - 07.2022
Senior Wealth Strategy Associate
UBS Financial Services
01.2007 - 06.2014
Bachelor of Business Administration - Finance
Sacred Heart University
Master of Business Administration - Finance
Interamerican University
Assistant Vice President, Treasury Officer
Scotiabank
Sales Supervisor and Compliance
Citibank
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