Mauricio Roman has a diverse professional background with extensive experience in banking, consulting, and business development. Starting as a Vice President at IBC Fiduciary Inc., overseeing operations and financial management, Mauricio later co-founded Helix Business Consulting LLC, providing specialized consulting services. A Private Banking Officer at Bank Leumi and a Registered CSA at Morgan Stanley Smith Barney, Mauricio honed relationship management skills with high net worth clients across Latin America. At Mastercard and Visa, Mauricio excelled as a Senior Account Manager and currently as a Senior Manager in Merchant Sales & Acquiring, driving business development and digital transformation initiatives. With an MBA from Ashridge Executive Education and a solid academic foundation in business administration, Mauricio combines strategic insight with operational expertise to enhance market presence and customer engagement.
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