Susan Grilo Email & Phone Number

As a multifaceted professional with extensive experience across the hedge fund and fintech sectors, I serve in a variety of roles that blend strategic advisory, client relations, and innovative financial technologies. Currently, I hold positions as a Senior Advisory Consultant, Board Member, and Customer Care Representative at a leading hedge fund and fintech company, where I leverage my expertise to drive success for high-net-worth individuals, institutional investors, and corporate stakeholders.Board Member:In my role as a Board Member, I contribute to the governance and strategic direction of the firm, ensuring that our business model adapts to market trends and embraces innovative financial technologies. I collaborate with other board members and senior leadership to drive sustainable growth, oversee risk management, and foster long-term value creation. My insights into both traditional and digital markets play a key role in shaping the company’s future.Senior Advisory Consultant:As Senior Advisory Consultant, I provide strategic guidance on investment opportunities, digital assets, and the integration of emerging fintech technologies such as blockchain, decentralized finance (DeFi), and AI-driven tools. My focus is on helping clients navigate the rapidly evolving financial landscape by developing tailored investment strategies that align with their goals and risk profiles. I work closely with internal teams to ensure the delivery of cutting-edge solutions that enhance portfolio performance and operational efficiency.Head of Customer and Private Client Service:Leading the client service team, I ensure that our high-net-worth clients and institutional partners receive exceptional, personalized service. I oversee all aspects of client interaction, with a focus on relationship management, satisfaction, and retention. My goal is to ensure that every client experience is seamless and that our service delivery exceeds expectations. By implementing data-driven improvements and maintaining a client-centric approach, I help position the firm as a trusted partner.I am deeply passionate about the intersection of finance and technology, and I am constantly exploring how innovative tools and strategies can elevate the industry. With a background in both traditional investments and cutting-edge fintech, I am committed to helping my clients and companies thrive in an increasingly digital world.Let’s connect and explore how we can create value in today’s dynamic financial landscape.