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Elvin Mercado
Consultant
Previous Experience
Oakbrook Solutions
SEI
Nuveen
TIAA
Up Close with
Elvin
Back to Team
Elvin Mercado
Consultant
Previous Experience
Oakbrook Solutions
SEI
Nuveen
TIAA
Expertise
Product Development/Design, Product Management, Agile Project Management/Scrum Framework
Up Close with
Elvin
ABOUT
Why F2 Strategy
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EXPERTISE
Client Relationship Management
Optimize your experience journey and implement the technology solutions to deliver it.
Financial Planning
Uncover opportunities in your planning process and integrate them into your client experience.
Portfolio Management
Help clients expand into additional asset classes and access more efficient investment structures.
Account Management
Accelerate growth with efficient tools and processes.
Reporting
Tell your clients unique and insightful investment stories.
Digital Experience
Design a fully-integrated digital experience that exceeds your clients’ and prospects’ expectations.
Tech Infrastructure
Secure the right partners for security, business management and general advisory technology licensing.
Data Architecture
Build a secure and unified data architecture that is the foundation of your client experience.
Outsourced CTO (OCTO)
An all-in-one solution to your technology innovation strategy and goals.
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