George Cornielle

Client and relationship management professional with 6+ years across global bank institutional coverage, founder-led financial services, and operations leadership.

Former Associate

Director, Client Manager at Standard Chartered, serving as day-to-day point of contact for 40–50 institutional relationships across financial sponsors, banks, fintech/payments, and digital asset firms, across FX, derivatives, digital assets, fixed income, and lending: new-to-bank onboarding, KYC and client due diligence, product-partner coordination, client presentation materials, and escalation across Credit, Risk, Compliance, Legal, and Operations.

Currently Managing

Partner at Bases Loaded Financial Group, building a book of businessowners, corporate, and high net-worth clients across employee benefits, insurance, and financial planning with ownership of the firm's P&L. Founded and scaled a prior advisory practice to ~$500K annual revenue with 85% client retention. SIE-qualified; New York Life, Accident & Health licensed; formal credit training (CBCA) completed November 2026.

Bilingual

English/Spanish.

Managing Partner at Bases Loaded Financial Group (2026-05 – Present)

• Lead client relationships and business development across individuals, business owners, and corporate clients, building and growing the firm's book of business across employee benefits, life, accident and health insurance, and financial planning, with ownership of the firm's P&L.
• Advise businesses and corporations on employee benefits design and FICA tax savings strategies, preparing pitch decks and financial analysis for owners and executives.
• Advise high-net-worth and ultra-high-net-worth individuals on tailored financial plans and premium financing strategies.
• Perform financial planning and analysis (FP&A) for clients and the firm's budget, projections, and scenario models supporting recommendations and growth initiatives.
• Train and develop junior team members on client onboarding, planning, servicing and products.

Consulting Financial Advisor at Hand-in-Hand Trust Corporation Inc. (2026-06 – 2026-07)

• Engaged as consulting financial advisor to the firm's clients, primarily advising on integrated financial strategies covering insurance, real estate and property investment, and business and family succession planning.

Associate Director – Client Manager at Standard Chartered Bank (2022-06 – 2026-04)

• Covered a portfolio of 40–50 institutional clients spanning financial sponsors, banks, fintech/payments, and digital asset firms across FX, derivatives, digital assets, fixed income, and lending, serving as primary day-to-day point of contact through the full account lifecycle.
• Partnered with relationship managers and product teams to grow wallet share, identified and qualified cross-sell opportunities across product lines and built client facing pitch materials and proposals.
• Owned the new-to-bank client onboarding and enhanced due diligence (EDD) for a high risk client segment, including direct client due-diligence calls, assessing financial-crime and AML risk with Legal and Compliance to deliver compliant account approvals across regulated markets.
• Coordinated transaction execution and escalations across Credit, Risk, Tax, KYC, Compliance, Legal, Sales, and Onboarding, reducing delivery time by 8%.
• Advised institutional clients on investor-related inquiries, client reviews, strategic reporting, and financial disclosures in partnership with senior stakeholders.
• Trained and coached junior team members on onboarding, EDD, and coverage processes, and developed standardized operational procedures adopted across the desk, improving consistency and scalability.
• Maintained portfolio governance across KYC currency and account-lifecycle risk in collaboration with coverage, risk, and operations partners.

President & Founder at Cornielle Credit Solutions (2021-03 – 2022-05)

Founded and scaled a financial services, credit advisory, and insurance firm from zero to approximately $500K in annual revenue, serving up to 95 clients per month across multiple service lines. Concurrent with MassMutual.

• Built and managed a centers of influence (COI) network of mortgage brokers, tax professionals, and financial services providers generating 40% of total revenue ($200K) originated, negotiated, and managed each partnership end-to-end.
• Achieved 85% client retention through a proactive, white-glove servicing model.
• Performed financial planning and analysis (FP&A) for client portfolios, building budgets, cash-flow projections, and scenario models to guide credit, insurance, and wealth-preservation strategies.
• Managed corporate strategy, operational execution, budgeting, hiring, and full P&L for a team of 8+ employees.
• Delivered executive level presentation and financial education seminars on credit, estate planning, wealth preservation, insurance solutions, and financial education for high net worth and retail clients.
• Deployed fintech and AI-driven workflow automation to improve client experience and reduce cost-to-serve as volume scaled.

Financial Professional at MassMutual (2021-03 – 2022-05)

Concurrent with Cornielle Credit Solutions.

• Advised high net worth clients on tailored life insurance, annuity, and investment strategies, asset allocation, and risk management. Built financial models to forecast investment performance and identify growth opportunities.
• Conducted company, industry, and market research to support product positioning and client acquisition, strengthening relationships through proactive engagement.
• Delivered executive level presentations and financial education seminars on estate planning, investment strategy, and long-term financial wellness.

Financial & Marketing Strategy Consultant at Paint and Sip Live (2020-03 – 2021-05)

Concurrent with La Voz Dominicana.

• Advised a digital entertainment and events company on financial strategy, budgeting, and marketing through the COVID-19 pandemic, supporting the transition to online operations.

Director of Operations at La Voz Dominicana (2019-11 – 2021-03)

National television and entertainment production.

• Managed budgeting and P&L for an $8M annual operating budget and an 80-employee organization, sharing delegated decision authority on financial and operational matters with ownership.
• Created and delivered investors and ownership facing pitch decks and financial presentations supporting strategic decision making and capital allocation.
• Reallocated budget resources during the COVID-19 pandemic to sustain critical production elements, ensuring operational continuity through industry-wide disruption.

Bachelor of Business Administration in Business Administration – University of the Southwest

Associate Degree in Business Administration – Monroe College