Ms Isabella Fonseca | Research Director, Wealth Management
Celent
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Isabella Fonseca is a Research Director within Celent's Wealth Management group. Mrs. Fonseca's current research focuses on wealth management technology in both Europe and North America. Mrs. Fonseca has written extensively on wealth management trends, retail brokerage, financial planning, advisor platforms, and digital technologies including mobility and social networks. During the past 14 years, Mrs. Fonseca has worked as a consultant both in Europe and North America and used primary research to support and advise on important business and technology concepts for global banks, retail brokerages, and asset management firms. Mrs. Fonseca has been widely quoted in the press, including Wall Street & Technology, Financial Times, Bank Systems & Technology, Private Banker International, and AziendaBanca. Prior to joining Celent, Mrs. Fonseca was a retail and wholesale banking analyst at Meridien Research, a research and advisory firm focusing on information technologies in financial services, focusing on CRM technology. Prior to joining Meridien's research group, Mrs. Fonseca was a member of Meridien's sales and marketing team, covering the European marketplace. Ms. Fonseca holds a BS in Economics and International Business from Babson College. Ms. Fonseca is fluent in Italian, English, Spanish, and French. |
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Appearances coming up:
Day 1 | |
@ 16.50 |
Wealth Technology ShowcaseUncover the new tech innovations for family offices and banks during this fun action packed competition. Each entrant gets 5 minutes to pitch their product before you decide who has the X factor! Presentations from:
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