Carlos’s most prominent weakness is his inability to talk about his strengths, so I’m writing this for him. This is Tessi, Carlos's wife.

Carlos rarely acts in his own interest, focusing instead on helping others fulfill their dreams with his innovative ideas.

He is from Quito, Ecuador. As the firstborn to young parents, he faced complex situations in a crisis-ridden country, developing a resilience that keeps him steady, even in the most stressful situations.

He excelled in school across various countries.

Following his dad’s diplomatic career, he grew up in Uruguay, Switzerland and Argentina where he faced his father’s death.

But Carlos is strong, adapts, and overcomes.

We met when he was studying a double degree at LSE and Peking University, with an excellence scholarship from his home country.

He was a nerd in the class, but the good kind of nerd, getting excellent grades and prizes while helping others along the way. That's how we met.

When he does something, he does it with more than 100% involvement, organizing people to learn from one another. This because Carlos embodies authenticity, excelling in emotional intelligence, social finesse, and street smarts.

His ability to see opportunities amid challenges and his love for people truly define his character.

Fast forward, we married and moved to Ecuador. There, he served his country by advising the Minister of Health, taking on the role of Red Cross CEO and finding his passion for education with his unique style, going the extra mile, getting internships, graduate programs and conferences for his students, doing a program at Harvard with Marshall Ganz, and supporting me advance in my career.

But, with Ecuador becoming unsafe, I wanted to return to Europe. After some thought, Carlos agreed. It meant the world to me, as I know how much Ecuador and its development mean to him.

On top, he started doing the Stanford LEAD program, which pointed more in the direction of us moving to the US.

But that showed me -once again- the power of his character, his values and his priorities.

Our faith and our family are paramount to him.

Despite the chaos of moving and a new pregnancy, Carlos excelled in the program, earning 7 Intellectual Contributions Awards, a record in Stanford Lead's history.

Currently, he pursues an OB PhD, supervised by one of top scholars in the field, while he supports & advises high officials in governments and international organizations informally.

If you connect with him, chances are you end up at our dinner table leaving it with a completely different outlook on life. 😊

Carlos Santos Saint Romain

HSBC

Covering China and Taiwan global private banking clients, multi-asset class

Investment Counsellor

United People Global

Champion

Epic Angels

Angel Investor

Global Climate Innovation Center

Member

HKTLA香港台灣婦女協會

Media Manager

Taiwanese in Central (TIC)

Private member community for collaboration, mutual support and fun

Public Relations

July 2013 - May 2015
Wealth Management Analyst 
Internship / Rotation Program
- UHNW Sales Management
- Business Management, Project Management
- Client Development
- Institutional Solutions Group
- Investment Product and Solutions, Equities and Structured Products

May 2015 - Nov 2019 
Client Account Manager 
Ultra High Net Worth China 

Nov 2019 - Nov 2021
Client Advisor
Wealth Management Associate Program
- May 2021 passed WM Diploma Certification

Wealth Management Client Advisor

The Boston Consulting Group

	Researched into client firm’s organizational structure, probed and interpreted similar cases, participated in meetings, conceptualized relevant information, offered insights and shaped optimum solutions 
	Elaborated frameworks into presentation materials, and developed financial and regulations models
	Performed industry research, identified new market opportunities and originated management strategies

Part-time Assistant

Morgan Stanley

	On an international M&A and a GDR deal team, and held master of in-depth presentation materials
	Constructed 5+ financial models of specific industries and companies, analyzed market information, appraised company value, projected and forecasted trends, dialed in international and on-site meetings

Investment Banking Division Summer Analyst

AIESEC NTLC

	Corresponded and networked with global AIESECers on formulating volunteer openings, multitasked
	Executed market research, strategized promotions, directed interviews/inductions and designed events

Team leader/Manager

Private banking industry in Hong Kong over a decade, straight-A finance academic nerd. 
Concerned with Women empowerment, workplace gender equality. Idealist. 

Forbes International Leader.
Personal interview on Elle https://www.ellechina.com/beauty/beauty-news/a62876124/girl-power/
Featured on Cosmopolitan https://www.cosmopolitancn.com/fashion/detail/38684
Featured on Marie Claire http://www.mcchina.com/life/health/20241120-126584.shtml

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The Battle

Carlos Santos Saint Romain

Jasmine Yin

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