Katia is the Founder and CEO of Economikat. Money Expert, Influencer, Speaker & Content creator. Katia has been featured in CNBC, Univision, TIME, Bankrate, Marketwatch, People en Español, Hip Latina & moreKatia Chesnok is a millennial latina entrepreneur and money mentor. Her mission is to empower and educate all women, and specially Latinas and women of color- on all things money, so they can take control of their finances and become wealthy. She created her Instagram platform Economikat and her blog to share resources and tools that have helped on her own path to financial freedom. She paid more than 38k of credit card debt in less than 2 years with side hustles while working full time as an investment banker. For more information visit my Instagram page: @economikat and website: economikat.com

Weekly On-Air personal finance contributor & expert of the financial segment “bolsillo feliz” at the globally recognized tv show Despierta America at Univision. We cover topics such as saving, home economics, investing, kids & money, side hustles & more. Helping our community learn financial literacy on a practical and easy way.

Co-founder & VP- Currently managing paid digital media campaigns, online display, online lead generation, digital couponing, digital trafficking, reporting, analytics, and social media.- In charge of the Feed Management of multiple search campaigns, with areas of focus including ecommerce, food, retail, commercial, and consumer packaged goods.- Strategically planned Google Adwords online display campaigns targeted to relevant and high index/high coverage websites, ad networks, social media websites, online video ad platforms, and blogger outreach platforms.

•Reviewed system generated alerts and/or business unit referrals for potential suspicious activity, including performing transactional research and analysis; and thoroughly documenting associated research and disposition.•Ensured timely resolution of alerts that become investigations. Render opinions and conclusions for each analysis.•Provided the BSA Supervisor with any recommendations to file Suspicious Activity Reports (SARs).•Contacted and request Account Officers and other bank personnel to gather necessary information/documentation to clear the reviews in a timely manner.•Gathered the necessary information for filling Suspicious Activity Reports (SARs).•Conducted Risk Assessment and monitoring using imaging software for wires, checks, statements and deposit slips; Prime, SilverLake/Jack Henry, XPert AML, EVision.

• Identifying, analyzing, selling and supporting cash management products and services to established business customers and prospective corporate clients.•Responsible for complying with all relevant bank policies and procedures including the Bank Secrecy Act, Anti-Money Laundering, KYC, and government compliance. Vendor management experience•Perform a high level of investigative research to ensure the legitimacy of any new accounts and mitigate any potential risk involved with new and existing clients•Perform appropriate and confidential handling of sensitive information, including all application and subscription passwords•Interact with customers and troubleshoots problems to provide a high level of customer satisfaction Also, Promote sales through frequent client meetings and discussions covering new products, market and industry developments.•Support customers with online banking services.wire transfers, remote deposit capture, bill payment services, lockbox and ACH setups•Conduct training and development for branch employees and staff to present services and assist in the selling process.•Analyze bank statements to develop formal proposals and presentations for prospective corporate clients.-Work jointly with Relationship Managers to drive the development of new profitable business. Develop strategic sales plans and execute them in co-ordination with Relationship Managers, and other Treasury Services colleagues as appropriate.•Maintaining client databases using excel and CRM software such as Goldmine.-Travel to Ocean bank branches and client's locations, as required

-Managed daily operations and generated business; by selling products and services to potential and existing customers.-Used credit analysis skills and gathered financial data of clients, in order to to review their credit worthiness.-Received the Outstanding Performance Award and recognition, for been one of the top sellers in September 2012 in all the tri-county south Florida area.-Identified customers’ needs and referred financial products/services to consumers which in turn increased effectively customer satisfaction levels-Achieved aggressive sales goals and provided high quality customer service.-Received the outstanding performance award and recognition, for achieving 7 out of 8 vps metrics for September 2012 in all the tri-county south Florida area.-Sold financial products, opened deposit accounts and accepted loan applications. Responded to customer inquiries and concerns and created positive solutions.-Recognized and referred cross-sell opportunities and performed daily/weekly sales reporting.-Interviewed and processed consumer loan/credit line requests for customers, and obtained referrals from loan customers. Assisted with quoting rates, terms and programs for loan customer requests and supported other sales associates as needed.- Organized and participated in seminars, work site programs, micro-marketing events, promotional campaigns, and product initiatives that resulted in the acquisition of new business- Provided ongoing coaching to financial associates to effectively identify referral opportunities

-Established a good relationship with institutional clients while generating good will from a service point of view.-Processed and coordinated all aspects of the trading process including new accounts opening, wire and free transfers, client short falls, margin/house and fed calls, client refunds, travel plans, trade corrections and general CRO support.-Provided support to more than 2,000 institutional clients while managing a portfolio of with customers from Latin America, Europe and the US.-Identified customer needs and resolving problems to promote customer loyalty.

Provided full administrative and operational support to a financial consultant team by opening accounts, making travel arrangements, reviewing client presentations and proposals and by giving maintenance to the databases with brokerage product information.Indentified customer needs by being the primary client interface, gatekeeper and problem solver of domestic and international clients mostly from Latin America, Europe, the Caribbean.-Assisted management team in the creation of financial analysis reports to our clients, such as cash flow analysis, balance sheet analysis and ratio analysis.

• Processed transactions accurately and efficiently for customers and businesses, in accordance with the established procedures• Identified customers needs and referred financial products/services to consumers which in turn increased effectively customer satisfaction levels• Exceeded the sales goals on a regular basis and remained at the Level I of the sales/referral goals

• Assisted customers in person and by phone always providing outstanding customer service• Cooperated with team members and increased by 15% the specified sales goals of my department • Handled returns and customers complaint efficiently which resulted in increased customer satisfaction to Target.