Maria Elizabeth Lacasa

Maria Elizabeth Lacasa has extensive work experience in the financial industry. Maria Elizabeth started their career at Mercantil Commercebank, N.A. as an International Corporate Banking Officer, where they managed international trade operations and successfully managed an $80MM portfolio. Maria Elizabeth later joined Mercantil Commercebank Investment Services as an AVP Financial Consultant, responsible for a $80MM portfolio of international clients.

Maria then moved on to Mercantil Bank, where they held various roles including VP Senior Private Banking Executive and SVP Private Banking Senior Relationship Manager. In these positions, they grew portfolios of international high net worth clients and developed strong client relationships through cross-selling services and products. Maria Elizabeth also integrated financial solutions and cross-sold different areas of the organization, increasing and fortifying client relationships.

Following their time at Mercantil Bank, Maria worked at Amerant as an SVP Relationship Manager and SVP Senior Relationship Manager. Maria Elizabeth managed large portfolios of international high and ultra-high net worth clients, increasing asset velocity and loan portfolio. Maria Elizabeth also provided comprehensive services encompassing investments, trust, and banking, and developed client relationships through cross-selling.

Most recently, Maria joined International Finance Bank (IFB) as the Vice President International Preferred Team Leader. This role is ongoing and their responsibilities in this position are not specified.

Overall, Maria Elizabeth Lacasa has a strong background in private banking, relationship management, and financial consulting, with a focus on international clients. Maria Elizabeth has consistently achieved financial targets, increased portfolio velocity, and developed strong client relationships throughout their career.

Maria Elizabeth Lacasa received their BSc in Business and Administration from Universidad Metropolitana (VE) from 1990 to 1997. Later, from 2004 to 2006, they pursued an MBA in Finance and International Business at the University of Miami Herbert Business School, specializing in International Business and Finance.

In terms of additional certifications, Maria obtained the Trust Certification by STEP from STEP USA | The Society of Trust and Estate Practitioners (USA) in March 2008. Maria Elizabeth also received the Series 66 certification from FINRA (Financial Industry Regulatory Authority) in July 2006 and the Series 7 certification, also from FINRA, in January 2006. Most recently, in September 2020, they completed the Mastering Sales - A toolkit for Success certification from Northwestern University - Kellogg School of Management.