Ana Luisa De Aguilar

A dynamic and highly skilled manager with over 20 years of expertise in guiding business operations, management, strategy, and profitability. Passionate about management and focused on wealth and trust/estate administration for 10 years. Experience managing administration functions for trusts, private foundations, and companies in 14 jurisdictions, with full responsibility for fiduciary mandates and reviewing client accounts. A proven record of identifying new business opportunities and increasing client base and income.

Strong leadership and organizational abilities, with experience managing daily activities, ensuring compliance with contractual and statutory obligations under company policies and external regulations. A deep understanding of the legal and financial aspects of trust administration while appraising employee productivity and performance, identifying potential areas of operational risk, and improving controls to meet client needs timely. Developed and delivered training sessions and materials to and maximize departmental efficiency. A proven track record in project design and management, able to lead project teams and manage various projects. Experienced in developing, implementing, analyzing, and updating procedures and policies according to regulations. Identifies opportunities for operational efficiency and recommends improvements to streamline processes, prioritize and adapt operational functions.

Excellent analytical and decision-making skills with a client-centric culture. Strong negotiation skills, able to work with little supervision, and skilled at developing partnerships with coworkers, management, professional advisers, and clients

As an accomplished Head of Operations and Finance with 20+ years of experience in financial services, I have a proven track record of success in managing and optimizing middle and back office operations. I excel in managing the organizational and operational aspects of the structure, leading cross-functional teams, overseeing transformation projects, and collaborating with internal and external partners to achieve organizational objectives.

In previous roles, I managed various departments, including Operations, Financial Shared Services, Business Continuity Plan, and Operational Risk, while overseeing budgets. With my deep understanding of the operational landscape and expertise in identifying areas of improvement, I implemented strategies that resulted in significant cost savings for my employers. Leveraging new technologies and adopting efficient processes, I streamlined workflows and improved the overall performance of the departments managed.

As Head of Operations and Finance, I am responsible for managing risks, implementing continuity plans, and enhancing tools to optimize organizational efficiency. I possess excellent communication skills and am highly proficient in French, English, and Spanish. In addition, I hold a Master's Degree in Economics from the University of Geneva and a STEP certification. I am an effective leader and maintain strong relationships with clients, stakeholders, and team members while reporting to company management.

Master of Arts, International Economics. University of Geneva, HEID Institute, Switzerland (2008 – 2011) Bachelor of Arts, Economics. University of Neuchatel, Switzerland (2005 – 2008)
Bachelor of Arts, Political Science. University of Neuchatel, Switzerland (2009 – 2011)