Hello,
I'm Rafi
Financial Services AI Transformation Executive
- Address
- Charlotte, North Carolina
- Phone
- +1 617-842-0009

Professional Skills
Rafi Menachem is the Founder and CEO of Syntari International, Inc. At Syntari, he leads a firm specializing in management consulting, staff augmentation, and technology-driven workflow automation for financial services and asset management firms. His current focus is on leveraging artificial intelligence (AI) to drive innovation and efficiency in financial services, particularly in investment operations, vendor management, and business process automation.
Rafi is also Head of Business Enablement at Martello Re, a Bermuda-based reinsurance firm supporting insurers in the asset-intensive life and annuity markets. In this role, he oversees transformation initiatives, optimizes operational workflows, and enhances strategic business functions.
With a career spanning both industry and consulting, Rafi has held leadership roles in large-scale transformation initiatives at firms such as MassMutual, John Hancock | Manulife, and PwC, where he specialized in investment management, program delivery, and business optimization. His expertise spans multiple business functions, including:
Investment Operations
Transformation & Program Management Office (PMO)
Vendor Management
Business Process Architecture & Workflow Automation (Smartsheet, Monday.com, Power Automate)
Human Resources & Change Management
Startups & Business Growth Strategies
UX/UI Design & Digital Experience Optimization
Rafi is passionate about business process architecture and workflow automation, implementing Smartsheet, Monday.com, and PowerAutomate to streamline operational efficiencies and optimize enterprise workflows. His deep expertise in automation tools has also earned him a spot on the Smartsheet Product Advisory Council, where he was selected from over 20,000+ Smartsheet clients for a two-year rotation, advising on product enhancements and innovation.
Rafi subscribes to a leadership philosophy rooted in trust, accountability, and empowerment, drawing inspiration from thought leaders such as Simon Sinek’s “Start With Why,” Daniel Coyle’s “The Culture Code,” and Jocko Willink’s “Extreme Ownership: How the U.S. Navy SEALs Lead and Win.” He believes in fostering a culture of ownership, adaptability, and continuous learning to drive high-performing teams and scalable business success.
Rafi holds an MBA from Boston University and a BBA from The George Washington University. He has also earned multiple industry certifications.
Experience
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Art Director
Company Inc.
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Senior Developer
Company Inc.
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Front-End Developer
Company Inc.
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Front-End Developer
Company Inc.
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Education
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Boston University
MBA, Finance & International Management
Activities and societies: •Accelerated International MBA program with summer immersion program in Beijing and Shanghai, China; Field trek to San Palo, Brazil
Activities and societies:
Accelerated International MBA program with summer immersion program in Beijing and Shanghai, China; Field trek to San Palo, Brazil
Completed coursework in Corporate Finance, Private Equity, Economics, Statistics
Leadership: Team leader in integrated course project and conducted financial modeling training session to cohort
Team member: Finance Club, Private Equity Investment Club, Net Impact Club
The George Washington University
BBA, International Business & International Politics
Completed coursework at George Washington University School of Business with a major in International Business and International Politics from the Elliott School of International Affairs.
Studied abroad on Semester at Sea
What I Do
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UI & UX Design
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React & Vue JS
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Redux / GraphQL
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NodeJS
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ES6 +
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TDD / BDD
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