Salvador Bretts

Managing Director Business Development & Relationship Management at BrightFi
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area
Languages
  • English Native or bilingual proficiency
  • French Professional working proficiency
  • Spanish Native or bilingual proficiency
  • Portuguese Full professional proficiency

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Jodi Colbert

I had the joy and privilege of working with Sal in business development. I cannot recommend Sal enough for being an impactful, detail oriented and driven Managing Director Business Development for our digital banking platform. Not only is he driven, he is very knowledgeable in Fintech, and all things banking. He is very professional, motivated, kind, compassionate and enjoys learning about his prospects, clients pain points and how he can help. He's very disciplined, a self-starter, he's detail oriented and builds long lasting relationships with prospects and clients.

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Credentials

  • Series 63
    FINRA
  • Series 7
    FINRA

Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Managing Director Business Development & Relationship Management
      • Apr 2021 - Present

      BrightFi is changing banking technology to be less complicated, more affordable, and accessible to thousands of financial institutions and businesses. The BrightFi platform is a secure technological foundation on which banks and businesses can grow. Head of Business Development and Relationship Management for BrightFi's digital banking platform for banks, credit unions, and Banking as a Service for FinTech partners. BrightFi is changing banking technology to be less complicated, more affordable, and accessible to thousands of financial institutions and businesses. The BrightFi platform is a secure technological foundation on which banks and businesses can grow. Head of Business Development and Relationship Management for BrightFi's digital banking platform for banks, credit unions, and Banking as a Service for FinTech partners.

    • Banking
    • 700 & Above Employee
    • Vice President, Private Wealth Management
      • Nov 2018 - Apr 2021

      Vice President and Relationship Manager for MidFirst Wealth Management. Responsible for delivering the firm’s wealth management capabilities and resources that provide holistic solutions tailored to each client. Vice President and Relationship Manager for MidFirst Wealth Management. Responsible for delivering the firm’s wealth management capabilities and resources that provide holistic solutions tailored to each client.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Private Bank
      • Aug 2017 - Nov 2018

      Client Advisor in Arizona for J.P. Morgan’s Private Bank. Salvador is responsible for delivering the firm’s wealth management capabilities and resources that provide holistic solutions tailored to each client. He works with high net worth individuals, families, and foundations to identify and achieve their short and long-term goals in Arizona, Nevada, and New Mexico. Client Advisor in Arizona for J.P. Morgan’s Private Bank. Salvador is responsible for delivering the firm’s wealth management capabilities and resources that provide holistic solutions tailored to each client. He works with high net worth individuals, families, and foundations to identify and achieve their short and long-term goals in Arizona, Nevada, and New Mexico.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - BlackRock Solutions for Latin America & Iberia
      • Apr 2015 - Jun 2017

      Member of BlackRock Solutions Business Development, Implementation, and Relationship Management teams within the Aladdin Business for Latin America & Iberia. Responsible for the implementation of BlackRock Solutions’ enterprise investment and risk management systems at external clients (for institutional clients such as pension funds, family offices, and asset managers). Serve as a project manager providing oversight of business process review, interface design and specification, oversees system testing and training, as well as manage all client relationships for the Aladdin business in the region. Additionally, develop sales and business development throughout the Latin America & Iberia region. Show less

    • Vice President - Institutional Client Business
      • Oct 2010 - Apr 2015

      Focused on Latin America and Iberia, providing asset management services to official institutions, corprations, pension funds, family offices, and private banks. Primary work consists of relationship management, sales, and client service for institutional clients in Brazil, Mexico, Chile, Central America, and the Caribbean. Also serve as the Alternatives product champion for the Latin America & Iberia region, providing the team updates, information, and support across BlackRock's ranges in Real Estate, Hedge Funds, Private Equity, and Commodities.Specialties: Sales, client service, prospecting, building models, templates, and presentations for effective interpretation and dissemination of information, international affairs, cultural awareness, native speaker of Spanish, certified fluent in French by the Chambre de Commerce et Industrie de Paris, proficient in Portuguese. Experience with institutional and retails clients.Strategy - Mexico key initiatives development and implementation for Mexico Country ManagerClient Business - Latin America & IberiaInstitutional and Retail Sales and Relationship ManagementBusiness Manager (Chief of Staff) for CEO of Latin America & Iberia and Head of Institutional, Retail, and Marketing for Latin America & IberiaProduct Champion for Alternative Investments product ranges for Latin America & Iberia (Real Estate, Hedge Funds, Private Equity, and Commodities)Institutional and active management sales, relationship management, and client service for family offices, corporations, pension funds, and asset managers across all asset classes and vehicles in Brazil, Mexico, Central America, Caribbean, Spain, and Chile. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Bank Analyst
      • Jun 2008 - Oct 2010

      Analyst supporting a team of eight wealth managers, three wealth manager associates, three bankers, and two investors in New York, Houston, and Miami, with 2,000+ clients and $6.74 billion in AUM and AUS. Analyst supporting a team of eight wealth managers, three wealth manager associates, three bankers, and two investors in New York, Houston, and Miami, with 2,000+ clients and $6.74 billion in AUM and AUS.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Office of International Government Affairs Intern
      • Sep 2007 - Apr 2008

      Worked for Citi's operations in relations to the United States and other world governments to promote the firms global agenda. Worked for Citi's operations in relations to the United States and other world governments to promote the firms global agenda.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • May 2007 - Aug 2007

      Conducted a marketing project to increase the number of services offered to High Net Worth individuals Oversaw IRA accounts and calculated IRS-compliant distributions for High Net Worth individuals Worked at the Citigroup Conducted a marketing project to increase the number of services offered to High Net Worth individuals Oversaw IRA accounts and calculated IRS-compliant distributions for High Net Worth individuals Worked at the Citigroup

Education

  • Georgetown University
    BSFS, International History
  • The Bishop's School
    High School, High School/Secondary Diplomas and Certificates

Community

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