Pablo Federico

Head of Sales @ SumIt Software Helping family offices make change and manage their accounting and wealth much easier.

Phone Number encrypt_section

Education

Stanford University

BA, Political Science, Minor in Economics 1998-01-01 - 2002-01-01

University of Oxford

, 2001-01-01 - 2001-01-01

Work Experience

SumIt Software

Current

SumIt Software

AgilLink

2018-08-01 - 2025-01-01

AgilLink

BILL

2015-11-01 - 2018-08-01

BILL

The Clorox Company

2009-08-01 - 2015-10-01

The Clorox Company

Kaiser Permanente

2007-07-01 - 2008-06-01

Kaiser Permanente

City and County of San Francisco

2004-09-01 - 2007-07-01

City and County of San Francisco

Government

2002-10-01 - 2004-09-01

Government

City of Palo Alto

2002-05-01 - 2002-10-01

City of Palo Alto

Skills

Accounts Payable & Receivable Accounting Auditing Sarbanes-Oxley Act Financial Reporting US GAAP Internal Controls Sales Presentations Internal Audit Project Management Process Improvement Leadership Forecasting Program Management Financial Audits IT Audit Financial Modeling Hispanic Market Trade Fund Management Category Management

Summary

Helping wealth managers, family offices, and high net worth individuals manage payments and money movement securely and efficiently. I help firms gain transparency and efficiency so they can focus on meeting their client's investment and wealth preservation and enhancement goals.

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