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

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About me
Advisory FS Transformation Manager at PwC
Education

Hodges University
2013 - 2015Master of Accountancy
Hodges University
2011 - 2012Master of Science in Management
USB
1979 - 1985Engineer's Degree Electronic Engineering
Humboldt Schule
1975 - 1979High School Diploma
IESA
1988 - 1990Master Business and Administration
IESA
1988 - 1990Master of Business Administration - MBA Finance and Financial Management Services MBA
Experience

CORIMON
Jan 1990 - Jan 1999Corporate Manager Investor Relations, Finance Manager, Strategic Planning Senior AnalystIn 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 1999National Marketing DirectorDefine 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 2003Division Vicepresident Customer ServiceCreate 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 2009Develop 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 2009Payroll, Current, Savings, & Insurance Product Division Vicepresident
Jan 2007 - Apr 2008Division Vicepresident Human Resources
Jan 2003 - Jan 2007

Banco Santander Puerto Rico
Jul 2009 - Nov 2010Human Resources DirectorHuman 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 2014Chief Market Officer and Partner
Alta Resources
Oct 2014 - Mar 2015Health Insurance AgentBlue Cross Blue Shield Exclusive Health Insurance Agent - Sales Channel appointed in the states of Texas, Illinois, and Oklahoma.

BanescoUSA
Mar 2015 - Apr 2019Project 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 2019Customer Experience Manager
Mar 2015 - Apr 2019Strategic Planning & NPS expert
Mar 2015 - Oct 2017

PwC
Apr 2019 - nowFinancial Services Practice Advisory Team
Manager
Jan 2022 - nowSenior Associate Consultant
Apr 2019 - Jan 2022
Licenses & Certifications
- View certificate

Transitioning from Manager to Leader
LinkedInJan 2019 - View certificate

Leadership Foundations
LinkedInJan 2019 
Human Centered Design Badge
PwCJun 2020
Human Center Design
PwCJun 2020- View certificate

201 Retail Banking Functional
NCino, Inc.Sept 2023 - View certificate

Leading and Working in Teams
LinkedInJan 2019 
Resident Insurance License 0240 Health
Florida Department of Financial ServicesOct 2014- View certificate

Finastra Certified Associate-Fusion Loan IQ Technical V 7.5
FinastraDec 2020 - View certificate

201 Commercial Banking Functional
NCino, Inc.Aug 2023
Volunteer Experience
High School PTO Co-Chair at Seacrest County Day School
Issued by Seacrest Country Day School on Sept 2013
Associated with Gaby Planchart
Languages
- spSpanish
- enEnglish
- frFrench
- geGerman
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