Gerardo Retana

Southwest Senior Treasury Sales @Bank of America

US

Senior Treasury Sales Officer | Global Payments Solutions | Bank of America Private BankAs a Sr. TSO within Bank of America’s Global Payments Solutions group, I deliver customized cash management strategies to ultra-high-net-worth and multi-national clients in the Private Bank. I’ve had the privilege of advising some of the world’s most prominent clients across a range of industries, including real estate, family offices, private equity, hedge funds, hospitality, and professional sports franchises. I partner closely with internal and external stakeholders to design and implement integrated treasury solutions that optimize liquidity, streamline receivables, and enhance global payment processes. My client-centric approach is grounded in a deep understanding of each client’s unique structure, goals, and operational complexities.Driven by a passion for building long-term relationships, I’m committed to delivering exceptional service and strategic value. I also play a key role in driving firm-wide growth by identifying cross-sell opportunities, expanding product adoption, and deepening client engagement across my portfolio.

University of Northern Colorado

International Economics, Economics