jorgesm

what I'm
doing now?

Since July 2024, I’ve been leading product development and innovation at GPTadvisor helping major banks adopt next-generation AI assistants for wealth management. My focus is on blending strategy with hands-on work — from shaping product vision to working closely with dev teams.
Our product is already in daily use by more than ten major financial institutions, achieving a 97.5% positive satisfaction rate and delivering over 40% time savings for wealth-management teams.

Outside of my main role, I keep building Portfolio Stats, a Python-based app that now lets you compare any product with any portfolio — making investment analysis more accessible and transparent.