Nomis Solutions
David Soares, MBA has a diverse work experience spanning various roles in finance and consulting. David is currently working at Nomis Solutions as the VP of Finance, a position they have held since March 2023. Prior to this, they served as the Director of Finance at Nomis Solutions from June 2021 to March 2023. Before joining Nomis Solutions, David worked at Deloitte for six years, starting as a Consultant in January 2014 and progressing to become a Manager in August 2019. At Deloitte, they led a team in engagement financial planning and analysis, managed the P&L of 25+ engagements totaling $100M, and ensured appropriate revenue recognition. David also has experience working at State Street Bank as a Senior Associate, where they focused on reporting, compliance, and performance calculations. David began their career at AXA Advisors as a Financial Professional, providing financial planning services to individuals and small businesses.
David Soares, MBA has a Bachelor of Science degree in Corporate finance and accounting from Bentley University. David also holds a Master of Business Administration (MBA) degree from UMass Boston. In 2014, they obtained the Excel 2010 Certification from Microsoft.
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Nomis Solutions
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Nomis helps retail banks deliver win-win customer engagement through price optimization, customer-centric offers, and omni-channel sales enablement. More than 10,000 bankers worldwide leverage Nomis’ cutting-edge Silicon Valley approach to big data, advanced modeling, and deep analytics to understand and anticipate the demands of their customers, competitor actions, and dynamic market conditions. With experience in over 80 implementations, Nomis has a proven track record of increasing customer and stockholder value, returning more than $300 million to its partner banks every year. Banks currently use Nomis technology to manage more than 270 million accounts and optimize over $1 trillion in banking transactions annually. Nomis is headquartered in Silicon Valley with offices in Melbourne, Australia, and Toronto. Customers include 20 of the top 100 banks globally and 10 of the top 40 retail banks in North America.