TOP 100 MAGAZINE

Carolina Lizano
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Carolina Lizano, vice president and business relationships manager, boasts over twelve years of experience in the financial services industry. Her exceptional skills and commitment to her clients have earned her numerous accolades, including prestigious awards from South Florida Business and Wealth magazines. Additionally, her professional achievements and contributions to the industry have been highlighted in Miami Magazine and Marquis WHO’S WHO.

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As a dedicated client manager and banking advisor, Carolina caters to business clients with annual revenues ranging from $1 million to $10 million within the local community. Her primary responsibilities include growing and managing a portfolio of businesses, identifying cross-selling opportunities, and enhancing client satisfaction with comprehensive banking services Her specialties include wholesale, manufacturing, healthcare financial optimization, revenue cycle management, cost reduction initiatives, and investment in health tech.

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For Carolina, every client interaction is an opportunity to listen, understand, and provide customized solutions. To identify her clients’ unique needs and challenges, she skillfully engages them in detailed conversations on critical topics such as cash flow analysis, commercial lending, merchant services and, treasury management. Then, she delivers tailored banking solutions that help each client achieve their financial goal.

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Carolina takes pride in knowing her knowledge helps support the local economy by empowering small businesses to thrive. As a queer Latina who has overcome significant obstacles in a male-dominated field, she is also passionate about supporting the LGBTQ community and serves as the director of the nonprofit organization, ALPFA Pride Boston.

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Carolina Lizano

VP, Business Relationships Manager
LinkedIn: https://www.linkedin.com/in/carolinalizano/
Instagram: https://www.instagram.com/carolinalizano87/