FINANCE STRATEGY GROUP
GLOBAL SOLUTIONS
Maximize technology
for optimum results
Bespoke Consulting with experience and
state of the art Analytics and AI tools
OUR TEAM
BERNARDO SÁNCHEZ
Principal Management Consultant
Bernardo is founding partner and management consultant at Finance Strategy Group LLC with more than 9 years of experience in the private sector. Specialized in technology, finance, strategy and oil & gas projects in English, Portuguese and Spanish.
Bernardo is an expert in solving business problems using innovative insights through advanced data-driven methods.
He was relied on as a key advisor in driving global, multibillion-dollar growth, gains in customer loyalty, and record-setting profit improvements. Before attaining his Master in Finance from Georgetown University, Bernardo exercised the role of Trust Fund Administrator at the Bank of New York Mellon, where he managed eight trust fund accounts holding over $3 billion dollars in par value. In his first role within Investment Banking, he covered the US Restaurants equity market as an Equity Research Analyst at Moody’s Analytics. He conducted fundamental valuation of US equities and contributed to sale side research efforts.
He holds a dual Bachelors degree in Economics and Portuguese Literature from the University of Texas at Austin with a strong International experience and expertise has sold across the globe by aligning & reinforcing the customer’s overall business plan, strategic opportunities and decision criteria.