Henrique J. Sousa in

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

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.

Read the full overview →
Experience
26 Years
Current Role
Vice President, Director of Finance (ED) - Wealth Management (dba Bryn Mawr Trust)
Job Level
Senior
Location
Greater Philadelphia, United States
Personality Overview

How Henrique shows up

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.

Priorities

Topics Henrique cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science - BS
University of Maryland
Certificate
NYU School of Professional Studies
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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