Carlos A. Santayana

Carlos A. Santayana

Principal - Santayana Group, LLC- Training for top Financial professionals and Public Sector Leaders LION

Dallas/Fort Worth Area

Current
  • Owner and Principal at Santayana Group, LLC
Past
  • Senior Consultant, VP at Citi
  • Director of Training, VP at Citi
  • Global Leadership Program at Citigroup
  • Regional Sales Training Manager at Citigroup
  • Regional Sales Manager at American General Finance
  • Sales Manager at ITT
  • President at SAFG-Santayana and Associates Financial Group
Education
  • University of South Florida - College of Business Administration
Connections
402 connections
Industry
Professional Training & Coaching
Websites

Carlos A. Santayana’s Summary

Owner of Santayana Group LLC, helping clients develop their knowledge, attitude, skills and habits in the areas of: influence, sales strategy, leadership and self management.

Carlos A. Santayana’s Specialties:

Santayana Group, LLC – Our passion is for our clients to surpass their goals. You need perfect clarity on your unique needs and a clear plan to acquire the skills you need to close your performance gaps. Invest in developing your most important asset--yourself.


Carlos A. Santayana’s Experience

  • Owner and Principal

    Santayana Group, LLC

    (Human Resources industry)

    2008Present (1 year )

    Santayana Group, LLC - We guide you and your team to surpass your goals. Our core strength is helping you do more with less in Sales Management Training, Self Management, Personal Development, Leadership Training and Strategic Direction.

    • Consulting - Critical issue identification and resolution
    • Training - needs analysis, instructional design, delivery, impact analysis and training strategy
    • Staffing – qualified knowledge workers to outsource your business processes. We help you reach closure on tomorrow’s deliverable today.
    • Product Evaluation and Selection – We help you navigate the knowledge marketplace to help you select the highest return solutions for your situation

  • Senior Consultant, VP

    Citi

    (Public Company; C; Financial Services industry)

    November 2007November 2008 (1 year 1 month)

    Senior Sales Consultant who supported the development of training programs and processes that met the clients needs for improvement of employee performance and the transformation to a more professional sales culture.

  • Director of Training, VP

    Citi

    (Public Company; C; Financial Services industry)

    August 2004November 2007 (3 years 4 months)

    Built the Training Function for Citi from the ground up in Mexico that became the global benchmark for International. Selected team and oversaw the execution of the blended learning strategy, training content, elearning and measurement criteria. Supported creation of a Sales Culture that increased client aquisition, referral and retention.

    Used expertise to guide senior management to drive improvements in revenue, employee engagement, culture and retention through the strategic design of training and development, performance management, sales management, new hire selection and on boarding and operations training.

  • Global Leadership Program

    Citigroup

    (Public Company; 10,001 or more employees; Financial Services industry)

    January 2004August 2004 (8 months)

    Global Leadership Program, 2004
    • One of six high potential individuals selected globally to develop leadership and management skills.
    • Tackled real problems faced by senior management globally during six months. Classroom, lecture, case study and in field format.

  • Regional Sales Training Manager

    Citigroup

    (Public Company; C; Financial Services industry)

    January 1994January 2004 (10 years 1 month)

    Cross marketing Real Estate and Sales Finance for 120 CitiFinancial branches in the Southeast.

    • Executed a relationship selling approach that achieved 20% annual increases in new RE lending and a doubling in the % of Sales Finance Converted over a four years period.
    • Managed cross marketing of Real Estate for Citi in over 121 Primerica Financial offices with “Buyer Facilitation” program that resulted in 40% year over year increases in lending.
    • Supoported improvements in audit and compliance.
    • Executed a needs based selling model in Commercial Credit Offices that allowed us to surpass production goals by 27%.
    • Promoted culture of integrity and ownership campaign that improved regulatory compliance and customer satisfaction.

  • Regional Sales Manager

    American General Finance

    (Public Company; AIG; Financial Services industry)

    August 1989January 1994 (4 years 6 months)

    Worked as Regional Sales Manager and as District Manager in consumer finance lending.

  • Sales Manager

    ITT

    (Financial Services industry)

    July 1986August 1989 (3 years 2 months)

    Managed and consistently increased sales revenue in 36 ITT offices in Florida

  • President

    SAFG-Santayana and Associates Financial Group

    (Financial Services industry)

    September 1982July 1986 (3 years 11 months)

    Independent broker in Group Health Insurance ( true group experience rated), 401-k, group and LT non-can own occ. disability for legal and medical practices. Also sold split dollar, key man and business buy sell life insurance. Sale of individual products as well including mutual funds, annuitties, municipal bonds and personal life and disability coverage to affluent individuals.


Carlos A. Santayana’s Education

  • University of South Florida - College of Business Administration

    MBA , BA in Political Science, Masters in Business Administration , 19771982

    Activities and Societies:
    Received both "Graduating Student Leader" and " Outstanding Senior" award. 3.54 GPA. Worked my way through school.

    Member of the Student Business Association, Model United Nation, Chairman of the Student Lecture Series Committee

Additional Information

Carlos A. Santayana’s Websites:

Carlos A. Santayana’s Interests:

Writing, public speaking, sales, reading, travel.

Carlos A. Santayana’s Groups:

St. Petersburg Catholic Alumni, American Society for Training and Development, National Society of Hispanic MBA's

  •    Blue: The DallasBlue Business Network (25,000+ members)
  •    eOffice
  •    Worldwide Management Consultants (23,000+ members)
  •    Learning, Education and Training Professionals Group
  •    Professional Speakers and Seminar Leaders
  •    Leadership Think Tank
  •    Consultants Network
  •    TopLinked.com (Open Networkers)
  •    ASTD National
  •    The Cuban Connection
  •    Global Insurance Professionals
  •    SalesBlogcast.com
  •    Public Speaking Network
  •    Catholic Professionals
  •    LION500.com (Open Networkers)
  •    Chief Learning Officer magazine
  •    Professional Keynote Speakers - by Jorge Olson
  •    Pfeiffer
  •    Sales Connections
  •    Catholic Spiritual Direction
  •    Advisor Nation
  •    Finance Club
  •    Insurance professionals
  •    Pfeiffer Partners

Carlos A. Santayana’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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