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Pablo Federico — Head of Sales · SumIt | The Family Office Stack

People · Technology

Pablo Federico

Helping family offices make change and manage their accounting and wealth much easier.

Head of Sales · SumIt

Role confidence VerifiedLocation San Francisco Bay AreaFollowers 1.5KConnections 1.5K

Pablo Federico — Head of Sales · SumIt · San Francisco Bay Area.

Direct contact

No direct contact on file for Pablo yet.

About

Helping wealth managers, family offices, and high net worth individuals manage payments and money movement securely and efficiently. I help firms gain transparency and efficiency so they can focus on meeting their client's investment and wealth preservation and enhancement goals.

Experience

Head of SalesCurrent
SumIt Software · San Francisco, CA
Feb 2025 – Present
VP, AgilLink Sales
AgilLink · San Francisco
Aug 2018 – Jan 2025

Education

Stanford University — BA, Political Science, Minor in Economics · 1998 – 2002
University of Oxford · 2001 – 2001

Skills

Accounts Payable & ReceivableAccountingAuditingSarbanes-Oxley ActFinancial ReportingUS GAAPInternal ControlsSales PresentationsInternal AuditProject ManagementProcess ImprovementLeadershipForecastingProgram ManagementFinancial AuditsIT AuditFinancial Modeling

Hispanic Market

Trade Fund Management

Category Management

Sales Process

Consumer Package Goods

Software as a Service (SaaS)

Related professionals · SumIt

Alexandre — Co-Founder, CEO
Fernando — Co-Founder, CTO

Organisation

SumIt

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown