Marcelo Costa

Marcelo Costa Email and Phone Number

Enterprise Growth and Partnerships Advisor @ Celerik Inc.
United States
Marcelo Costa's Location
Dallas, Texas, United States, United States
Marcelo Costa's Contact Details
About Marcelo Costa

Senior Banking & Financial Services executive with a strong Management Consulting and Technology Transformation background. Extensive international experience, with a proven track record leading complex transformation programs and strategic initiatives, mainly focused on strategic planning, business operations and technology modernization. Volunteer career mentor and board member. Fluent in English, Spanish and Portuguese

Marcelo Costa's Current Company Details
Celerik Inc.

Celerik Inc.

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Enterprise Growth and Partnerships Advisor
United States
Website:
celerik.com
Employees:
48
Marcelo Costa Work Experience Details
  • Celerik Inc.
    Enterprise Growth And Partnerships Advisor
    Celerik Inc.
    United States
  • Celerik Inc.
    Celerik Inc.
    United States
  • Evolv Consulting
    Global Financial Services Industry Lead - Director
    Evolv Consulting Jul 2024 - Present
    Dallas, Texas, Us
    As a global Industry lead, I am responsible for the strategic planning, financial management, and operational oversight to drive growth and profitability for our Financial Services industry vertical.
  • Agilethought
    Vp, Bfsi & Professional Services
    Agilethought Jan 2023 - Jun 2024
    Global Account Lead for a large international bank with operations in Europe, USA and Latin America, as well as to one of the world’s leading Law Firms, serving clients with market-leading practices in private equity, M&A and other complex corporate transactions.
  • Finastra
    Lead Client Partner, Banking-As-A-Service (Baas), Americas
    Finastra Sep 2021 - Jan 2023
    Paddington, London, Gb
    Lead Partner for BaaS in the Americas. Bringing together brands, Fintechs and financial institutions to enable embedded banking product offerings, working across key alliances to co-create customer solutions.
  • Softtek
    Executive Director - Banking & Financial Services
    Softtek Oct 2018 - Sep 2021
    Monterrey, Nuevo Leon, Mx
    VP of Strategy for Banking & Financial Services and Global Account Director.
  • Citi
    Head Of Strategy & Business Operations - It Latin America (Director)
    Citi 2014 - 2018
    New York, New York, Us
    Directed and managed Technology strategic planning and business operations initiatives across more than 15 countries in Latin America, an organization with an annual budget of over $300M and 800+ employees. Directly managed a regional team of 25+ executives across US and Latin America.
  • Accenture
    Senior Manager - Management & Technology Consulting - Financial Services
    Accenture 2011 - 2014
    Dublin 2, Ie
    Led Consulting teams and managed execution of large and complex Transformation Programs and projects for the top financial services players in Latin America. Drove the strategic 3-years account planning process for the key large banking clients.
  • Accenture
    Manager - Management Consulting - Financial Services
    Accenture 2008 - 2011
    Dublin 2, Ie
  • Merrill Lynch
    International Financial Advisor
    Merrill Lynch 2004 - 2008
    New York, Ny, Us
    Spearheaded new client acquisition as member of an international team with over $1B USD of AUM.
  • Xerox
    Mba Summer Internship
    Xerox 2003 - 2003
    Norwalk, Connecticut, Us
  • Banco Sudameris
    Senior Account Manager – Retail Banking
    Banco Sudameris 1999 - 2000
  • Citi
    Account Manager - Retail Banking
    Citi 1995 - 1999
    New York, New York, Us

Marcelo Costa Skills

Management Consulting Business Strategy Financial Modeling Business Development Leadership Business Planning Management Strategy Banking International Business Team Leadership Financial Services Corporate Finance Finance Pmo Business Analysis Strategic Planning Program Management Business Intelligence Risk Management Financial Analysis Change Management Team Management Outsourcing Sales Business Process Start Ups Valuation Integration Business Transformation Project Planning Business Process Improvement Crm Retail Banking Market Analysis Process Improvement Analysis Project Management Office Mergers And Acquisitions Wealth Management Mergers Project Finance

Marcelo Costa Education Details

  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Master Of Business Administration - Mba
  • Umass Boston
    Umass Boston
    Economics
  • Umass Boston
    Umass Boston
    Economics
  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Master Of Business Administration - Mba
  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Imp Japan - International Management Program

Frequently Asked Questions about Marcelo Costa

What company does Marcelo Costa work for?

Marcelo Costa works for Celerik Inc.

What is Marcelo Costa's role at the current company?

Marcelo Costa's current role is Enterprise Growth and Partnerships Advisor.

What is Marcelo Costa's email address?

Marcelo Costa's email address is ma****@****tek.com

What is Marcelo Costa's direct phone number?

Marcelo Costa's direct phone number is (800) 374*****

What schools did Marcelo Costa attend?

Marcelo Costa attended Questrom School Of Business, Boston University, Umass Boston, Umass Boston, Questrom School Of Business, Boston University, Questrom School Of Business, Boston University.

What skills is Marcelo Costa known for?

Marcelo Costa has skills like Management Consulting, Business Strategy, Financial Modeling, Business Development, Leadership, Business Planning, Management, Strategy, Banking, International Business, Team Leadership, Financial Services.

Who are Marcelo Costa's colleagues?

Marcelo Costa's colleagues are John Montoya, Daniela Piedrahita Acosta, Edwin D., Johan Pachon Melo, Juan David Orozco Ruiz, Daniel Agamez Gutierrez, Jhonatan Smith Garcia Munoz.

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