Juan Carlos Lopez

Director

Juan Carlos Lopez has over twenty years of experience helping financial institutions define and execute growth strategies, improve business operations, and build new capabilities.

Juan Carlos Lopez has over twenty years of experience advising financial institutions on business strategy, growth, operating model design, and execution. He specializes in corporate, commercial, and small business banking and has extensive experience working with regional and large financial institutions across North America and Latin America.

Mr. Lopez’s work spans the commercial banking value chain, including sales and relationship management, client onboarding and implementation, commercial credit origination, lending operations, treasury and cash management, and client experience. He has led complex business and technology transformation initiatives focused on driving growth; improving client and employee experiences; simplifying operating models and processes; and applying technology, data, automation, and artificial intelligence.

Mr. Lopez previously spent fifteen years in senior leadership roles at a Big Four professional services firm, advising financial institutions across commercial banking, payments and fintech, and other areas of financial services. Earlier in his career, he held strategy and business roles at a leading global bank and advised financial institutions across the United States and Latin America.

Employment History

EY
Managing director, Corporate, Commercial and SME Banking Consulting, 2015–2025
Managing director, South Region Payments & Fintech lead, 2020–2023
Managing director, Wealth & Asset Management Consulting, 2013–2015
Managing director, Latin America Financial Services Consulting, 2010–2013

Deloitte Consulting
Director, Financial Services Consulting–Latin America, 2008–2009

HSBC
Vice president, Strategy & Development, 2007–2008
Senior manager, Consumer Lending Marketing, 2005–2007

United Airlines
Senior associate, Financial Analysis Group, 2003–2004

Accenture
Manager, Financial Services Strategy & Business Architecture, 1996–2001

Areas of Expertise