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Adán Santos WaitAS

Adán Santos Wait

Senior Business Advisor: Finance, Strategy, Coach

€340/day
Villanueva de la Cañada, ES
15+ years

Average response time: 1 hour

Freelancer profile translated to English.
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About Adán

Executive with over 30 years of experience in national and international banking, financial consulting, business strategy, and transformation project management, with experience in private banking and business development. Knowledge of regulatory compliance (Anti Money Laundering, OFAC, Environmental, Social, and Governance factors, Bank of Spain) and extensive expertise in coordinating C-Level stakeholders and multidisciplinary teams.

I bring strategic vision and execution capability in commercial, digital transformation, risk management, and organizational change, applying agile and project governance methodologies in high-demand environments. Idea generator with applications in businesses and companies for change management and strategic growth.


Key Competencies

• Team leadership and motivation
• Business development and customer-focused loyalty
• Commercial planning and execution
• Risk control and regulatory compliance
• Cross-selling of products
• Portfolio and corporate banking management
• Process and KPI optimization
• Financial and market analysis
• Internationalization and foreign trade
• High-level negotiation
  • Spanish

    Native or bilingual

  • English

    Fluent

  • French

    Basic

  • Italian

    Basic

  • Portuguese

    Basic

Can work on-site
Villanueva de la Cañada (up to 50km)

Experience

  • Freelance
    Business and SME Consultant: Commercial, Financial, Business Strategy, and International Business
    CONSULTING AND AUDITS
    January 2021 - Today (5 years and 7 months)
    Madrid, Spain
    Active member of BNI.
    - Comprehensive strategic consulting for SMEs
    - Financial consulting for Large Corporations (Analysis and diagnosis, Planning, execution, and support. Traditional and Alternative Financing)
    - Financial transformation project management
    - Leadership in Commercial Transformation, Compliance, and ESG in Large Corporations and SMEs.
    - Support in organizational, financial, and process restructuring in growing companies and Startups.
    Experto en consultoría financiera Liderazgo en gestión del cambio Coaching de directivos y mandos intermedios Análisis, diagnóstico y optimización de procesos Formación: Habilidades de dirección. Aplicación de "Teoría del No"
  • Dirfinex
    Senior Advisor
    January 2023 - May 2025 (2 years and 4 months)
    New business acquisition, economic-financial analysis, financial restructuring, advice and management of corporate clients (large corporations) from various high-value-added sectors with acquisition of over 30 million Euros in asset business, both banking and alternative financing.
  • Nationale Nederlanden
    Delegate
    January 2022 - January 2024 (2 years)
    • Creation and leadership of a new scalable commercial model (Orange Point).
    • Management of teams and coaching of advisors in private banking and insurance.
    • Negotiation of strategic alliances with corporations (+10,000 employees).

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Education

  • Degree
    CEU / University of Alcalá de Henares
    Licenciatura
  • CASF – Certificate in Financial Services Advisory
    Financial Times
    CASF – Certificado Asesoramiento en Servicios Financieros

Skill set

Categories