Michael Sousa in

Michael Sousa

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Chief Operating Officer at Bankrate
📍 Charlotte, North Carolina, United States

Michael Sousa is the Chief Operating Officer for Bankrate, where he is focused on rebuilding the company for an AI-driven future. A Wake Forest University alumnus, he previously helped launch the online investing platform for Chase retail consumers while at J.P. Morgan.

He is passionate about the intersection of finance and education. Michael serves on the Advisory Board for the Masters of Financial Technology & Analytics program at Wake Forest Universitys School of Professional Studies, contributing to the development of future industry talent.

Unique fact: He was employee #2 on the team that launched Chases digital brokerage, trading, and robo-advisor platform.

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Experience
16 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Charlotte, North Carolina, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

AI in Finance
He is actively rebuilding Bankrate for an "AI future" and sees it as a core part of the company's transformation.
FinTech Education
Serves on the Advisory Board for the Master's of Financial Technology & Analytics program at Wake Forest University.
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Career

Work history

1-2024
Chief Operating Officer
Bankrate
2-2022 - 1-2024
GM of Wealth & Insurance
Bankrate
4-2020 - 2-2022
GM of Wealth
Bankrate
4-2019 - 4-2020
Head of Operations, Wealth
Bankrate
1-2016 - 3-2019
Digital Wealth Management
J.P. Morgan
In the press

Media appearances

Michael Sousa – Chief Operating Officer, Bankrate (Profile). Featured in Wake Forest University – School of Professional Studies
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Bankrate Leadership – Michael Sousa, Chief Operating Officer. Featured in Bankrate.com
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Education
Bachelor of Science
Wake Forest University
High School Diploma
Cary Academy
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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