Santiago CASTRO
By Regina Perez
Santiago Castro is an Analyst in the Wealth Management division at Bulltick, where he supports financial advisors in investment management, financial planning, and other advisory services for high-net-worth clients. He works closely with Tatiana Rivera and Jaime Alvarez to deliver tailored solutions and day-to-day support across client portfolios.
Prior to joining Bulltick, Santiago worked as a Business Development Manager at Holman Audi, where he managed multiple leads through a CRM system, conducted market and customer data analysis, and refined sales strategies to improve conversion rates. Before that, he was with Rick Case Volkswagen, where he led the region in appointments booked and conversions to closed deals, while also training peers on CRM best practices, sales strategies, and customer retention programs.
Santiago holds a Bachelor of Business Administration (BBA) in Finance from Florida International University and brings a strong analytical mindset combined with hands-on experience in client engagement and business development.