Henrique J. Sousa

Sharpshooter
DISC Type : CD

Vice President, Director of Finance (ED) - Wealth Management (dba Bryn Mawr Trust) at WSFS Bank

Greater Philadelphia, United States

Overview

Henrique is a senior finance executive with over 25 years of experience in financial services, specializing in strategic planning, M&A, and AI optimization. At WSFS Banks wealth division, he was instrumental in scaling the units assets by over 395%. He is a graduate of the University of Maryland.

Outside of his professional life, Henrique has been involved in charitable work for two decades. He is particularly dedicated to supporting the SeriousFun Childrens Network, which offers camp experiences to children with serious illnesses. Colleagues describe him as versatile, adept, and a collaborative leader.

He architected the end-to-end financial and reporting infrastructure that enabled a wealth division to grow from $19B to $94B in assets.

Personality Overview

Precise But Practical

Rigorous & Demanding

Fast But Analytical

They respond well to strong and respectful communication.  They like to move fast and expect the same from others. They are not always relationship oriented.

Topics They Care About

Wealth Management Growth
Led the financial infrastructure build-out that supported a 395% increase in assets under management for WSFS Bank's wealth division.
AI in Finance
His professional summary highlights proficiency in AI optimization within the financial planning, analysis, and risk management sectors.
M&A Strategy
His experience includes driving transformational growth through mergers and acquisitions at financial services firms with revenues exceeding $100B.

Media Appearances

Henrique has no verified media appearances

Work History

2018
Vice President, Director of Finance (ED) - Wealth Management (dba Bryn Mawr Trust) at WSFS Bank
2000 - 2018
Vice President - Firmwide Capital Planning & Stress Testing at JPMorgan Chase & Co.

Education

Bachelor of Science - BS from University of Maryland
Certificate from NYU School of Professional Studies

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Philadelphia, United States Job Level : Senior Designation : Vice President, Director of Finance (ED) - Wealth Management (dba Bryn Mawr Trust) at WSFS Bank
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Insights For Selling To Henrique J.

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Be respectful but crisp
  • Speak about competitive differentiation that your product offers

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Henrique J. is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Henrique J.

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Henrique J. move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Henrique J. take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Henrique J.

Personality Compatibility


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