Fleris Santiesteban
About Fleris Santiesteban
Fleris Santiesteban is a Vice President at Jefferies Wealth Management in Miami, Florida, with previous experience at HSBC, Caixanova, and BankBoston.
Current Title at Jefferies Wealth Management
Fleris Santiesteban is currently serving as AVP, Jefferies Wealth Management since 2021. Jefferies Wealth Management, located in Miami, Florida, is where he applies his expertise in financial services. In his current role, he is responsible for supporting the wealth management team, helping to manage client relationships, and overseeing various aspects of client financial planning.
Previous Role at HSBC
Before joining Jefferies, Fleris Santiesteban worked at HSBC for seven years, from 2014 to 2021. During his tenure as AVP, Customer Service Executive, he was responsible for managing customer service operations, ensuring a high level of client satisfaction, and troubleshooting client issues. His role was pivotal in maintaining HSBC's customer-centric approach within the Wealth Management sector.
Experience at Caixanova
Fleris Santiesteban held the position of Credit Administrator at Caixanova from 2007 to 2010. In this role, located at 1111 Brickell Avenue, Miami FL 33131, he focused on managing credit applications, conducting risk assessments, and ensuring proper documentation. His responsibilities included the evaluation of creditworthiness and the facilitation of credit approval processes.
Role at BankBoston
From 2005 to 2007, Fleris Santiesteban worked as a Credit Administrator at BankBoston. His duties at the location in 55 Alhambra Center, Miami, FL, 33134 involved the administration of the bank's credit portfolio, assessment of client credit scores, and recommendation of appropriate credit limits. His experience in managing credit operations contributed significantly to his professional growth in the field of financial services.