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Luis Ochoa

Corporate Strategy, Wealth Management

BIO

Luis focuses on corporate strategy for asset and wealth management organizations. Throughout his career, he's worked closely with senior leaders to define, structure, and lead initiatives. Luis' expertise includes leading strategic planning, organizing monthly business reviews, establishing new capabilities (e.g., digital / innovation), and managing cross-team initiatives. He is a graduate of Stanford University, where he was a member of the varsity fencing team.