Luis Ariza, Sphr®, Pmp, Cams
About Luis Ariza, Sphr®, Pmp, Cams
Luis Ariza is a Talent Director of Financial Services and a Financial Services Executive, specializing in employer re-branding and enhancing benefit services for financial institutions. He has over six years of experience at Citizens and Transamerica, focusing on structuring financial goals for clients.
Work at Transamerica
Luis Ariza serves as the Talent Director of Financial Services and Financial Services Executive at Transamerica since 2020. In this role, he focuses on employer re-branding by enhancing benefit services specifically tailored for financial institutions. His responsibilities include strategizing on structuring financial goals for clients, ensuring they can efficiently save and invest. Ariza operates a remote office, which allows him to travel while assisting families with their financial objectives.
Current Role at Citizens
Since 2018, Luis Ariza has been working at Citizens as a Relationship Banker. In this position, he engages with clients to understand their financial needs and provides tailored solutions. His experience in this role complements his work at Transamerica, as both positions require a strong focus on client relationships and financial planning.
Previous Experience at T-Mobile
Luis Ariza worked at T-Mobile as a Sales Marketing Manager from 2016 to 2018. In this role, he was responsible for developing marketing strategies and managing sales initiatives. His experience in sales and marketing has contributed to his skills in client engagement and financial services.
Education and Expertise
Luis Ariza studied at Southern New Hampshire University, where he earned a Bachelor of Applied Science in Business and Personal/Financial Services Marketing Operations from 2015 to 2019. This educational background has equipped him with the necessary knowledge and skills to excel in the financial services industry. He is also certified as a Senior Professional in Human Resources (SPHR), Project Management Professional (PMP), and Certified Anti-Money Laundering Specialist (CAMS).
Client Engagement and Communication
Luis Ariza utilizes Zoom to connect with clients and business leaders across the nation in the financial sector. This approach allows him to maintain effective communication and provide support to clients regardless of their location. His ability to leverage technology enhances his service delivery and client engagement strategies.