William Morales
About William Morales
William Morales is a seasoned Senior Sales Executive with extensive experience in financial services and business development. He currently holds multiple advisory roles and has a strong background in go-to-market strategies, having successfully secured significant clients in the banking sector.
Current Role at Synctera
William Morales serves as a Senior Sales Executive at Synctera, a position he has held since 2024. He operates in the San Francisco Bay Area, focusing on sales strategies and client engagement. His role involves leveraging his extensive experience in the financial technology sector to drive business growth and establish partnerships.
Professional Experience
Morales has a diverse background in sales and business operations across various organizations. He previously worked at Bank of America as AVP, Business Operations Manager, and held multiple roles at Synapse, including Account Executive and Sr. Account Executive for Enterprise Partnerships. He also served as a Digital Marketing Manager at GiveLight Foundation and as VP, Branch Manager at Chase Private Client, overseeing multiple branches and a large team.
Education and Expertise
William Morales earned a Bachelor of Arts in Finance from the University of San Francisco. He furthered his education by obtaining an MBA in Entrepreneurship and Management from the same institution. His academic background supports his expertise in financial services, product management, and business development.
Advisory Roles and Contributions
In addition to his current roles, Morales acts as an advisor for MoneyUp and SocialPreneur Lab, focusing on go-to-market strategies and product management. He has advised over 500 founders and product leaders globally on launching bank partnerships and managing risk, showcasing his commitment to fostering innovation in the financial technology space.
Achievements in FinTech Community
Morales established a digital community with over 20,000 members centered on FinTech, providing a comprehensive library of content for more than six years. He created a go-to-market playbook for an embedded infrastructure provider, successfully securing a top Brazilian bank as a client, demonstrating his impact in the industry.