Gaby Planchart

Gaby Planchart

Corporate Manager Investor Relations, Finance Manager, Strategic Planning Senior Analyst

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location of Gaby PlanchartMiami-Fort Lauderdale Area

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  • Timeline

  • About me

    Advisory FS Transformation Manager at PwC

  • Education

    • Hodges University

      2013 - 2015
      Master of Accountancy
    • Hodges University

      2011 - 2012
      Master of Science in Management
    • USB

      1979 - 1985
      Engineer's Degree Electronic Engineering
    • Humboldt Schule

      1975 - 1979
      High School Diploma
    • IESA

      1988 - 1990
      Master Business and Administration
    • IESA

      1988 - 1990
      Master of Business Administration - MBA Finance and Financial Management Services MBA
  • Experience

    • CORIMON

      Jan 1990 - Jan 1999
      Corporate Manager Investor Relations, Finance Manager, Strategic Planning Senior Analyst

      In charge of Institutional Investors Strategy. Led finance projects that raise around $100 million such as GDR and ADRs issuance, Corimon as first Venezuelan public company listed in NYSE, EuroBonds issuance, and Local stock issuance. Coordinate multidiverse team members to reach the challenging schedules of the capital markets. US GAAP, IFRS, Venezuelan GAAP expert.

    • Construcentro - Corimon

      Jan 1996 - Dec 1999
      National Marketing Director

      Define and implement the marketing strategy for the Home Improvement Center Construcentro, a with 5 large-format stores in Venezuela. Key objectives increase the sales ticket per customer performance, and share-marketing plans with vendors to increase traffic per store. Responsible for the future site development locations in Venezuela.

    • Santander Bank, N.A.

      Jan 1999 - Aug 2003
      Division Vicepresident Customer Service

      Create from scratch the Customer Service Division for the bank. It included Corporate Banking, Middle and Small Enterprises Banking, and Individual Banking. Establish the Workflow system (Remedy/BMC software) to handle differentiated Service Level Agreements (SLAs) with the back office units. This system was key to support the merger of Banco de Venezuela and Banco Caracas.

    • Santander Bank, N.A. - Venezuela

      Jan 2003 - Jul 2009

      Develop and implementing improvements in critical and customers high-impact processes, vision 360. Products Development Leader Align People's strategy to business strategy, adapting a service structure to better serve employees, incorporating a self-service philosophy with intranet services, and identifying the talented people within the organization

      • Operations Processes Division Vicepresident

        Apr 2008 - Jul 2009
      • Payroll, Current, Savings, & Insurance Product Division Vicepresident

        Jan 2007 - Apr 2008
      • Division Vicepresident Human Resources

        Jan 2003 - Jan 2007
    • Banco Santander Puerto Rico

      Jul 2009 - Nov 2010
      Human Resources Director

      Human Resources Director - responsible of aligning People's strategy to business strategy, adapting a service structure to better serve employees, incorporating a self-service philosophy with intranet services, and identifying the talented people within the organization

    • O3 Hygienics

      Aug 2012 - Sept 2014
      Chief Market Officer and Partner
    • Alta Resources

      Oct 2014 - Mar 2015
      Health Insurance Agent

      Blue Cross Blue Shield Exclusive Health Insurance Agent - Sales Channel appointed in the states of Texas, Illinois, and Oklahoma.

    • BanescoUSA

      Mar 2015 - Apr 2019

      Project Manager to implement transformational projects to improve customer journey and experience implementing projects such as nCino, NPS Nice Satmetrix , etc. Coordinate and align the strategic planning process of Banesco USA within the Multinational Corporation of Banesco. Project Manager to implement the Satmetrix NPS software to measure customer experience satisfaction. First survey successfully launched in May 2017.

      • Customer Experience Manager

        Mar 2015 - Apr 2019
      • Customer Experience Manager

        Mar 2015 - Apr 2019
      • Strategic Planning & NPS expert

        Mar 2015 - Oct 2017
    • PwC

      Apr 2019 - now

      Financial Services Practice Advisory Team

      • Manager

        Jan 2022 - now
      • Senior Associate Consultant

        Apr 2019 - Jan 2022
  • Licenses & Certifications

    • Transitioning from Manager to Leader

      LinkedIn
      Jan 2019
      View certificate certificate
    • Leadership Foundations

      LinkedIn
      Jan 2019
      View certificate certificate
    • Human Centered Design Badge

      PwC
      Jun 2020
    • Human Center Design

      PwC
      Jun 2020
    • 201 Retail Banking Functional

      NCino, Inc.
      Sept 2023
      View certificate certificate
    • Leading and Working in Teams

      LinkedIn
      Jan 2019
      View certificate certificate
    • Resident Insurance License 0240 Health

      Florida Department of Financial Services
      Oct 2014
    • Finastra Certified Associate-Fusion Loan IQ Technical V 7.5

      Finastra
      Dec 2020
      View certificate certificate
    • 201 Commercial Banking Functional

      NCino, Inc.
      Aug 2023
      View certificate certificate
  • Volunteer Experience

    • High School PTO Co-Chair at Seacrest County Day School

      Issued by Seacrest Country Day School on Sept 2013
      Seacrest Country Day SchoolAssociated with Gaby Planchart