Dave Diaz

About Dave Diaz

Seasoned financial Product Manager with expertise in building and leading high performance global teams in strategy, innovation, product development, sales, client management and in profitably operationalizing strategic initiatives. Deep experience creating inclusive and collaborative teams and in leading teams through structural change. Adept at navigating complex organizations to achieve results. Expertise in financial markets, Clearing and Settlement, Fintech, cross functional solutioning, international operations, Crypto services and Public Speaking.15+ years in Banking and Capital Markets. Former PwC Consultant and Attorney.

Experience

1. SVP, Product Manager

   Citi

   Apr 2007 — Present · New York, NY, US

   Custody Product ManagerStrategy lead innovating to continuously expand and optimize product capabilities, expand client relationships, and drive revenue growth. Previous Roles at Citi:Securities and Fund Services Information Services Regional Client Manager:Senior client segment manager responsible for working closely with clients to understand their operational and information needs, and to deliver solution sets tailored to those clients on a segment and region specific basis.Citi Capital Markets/ Citi Prime Finance: Product Strategy, Development, and Fund Consulting:Worked with business leads across the Broker/Dealer to assess competitive positioning and establish short and long term targets. Identified gaps in offerings and developed roadmap of product enhancements needed to achieve target state. Close working partnership with product leads, sales teams, internal leads, and technology. Collaborated with Citi’s hedge fund clients to help them manage and grow their business.

Education

• Siena University

  BA, Political Science

  1991 — 1995

• St. John's University School of Law

  JD, Law

  1995 — 1998

Skills

• Business Development
• Product Strategy
• Hedge Funds
• Trading
• Mutual Funds
• Compliance
• Risk Management
• Project Portfolio Management
• Legal Compliance
• Management Consulting
• Business Process Improvement
• Business Reporting
• Regulatory Strategy
• Business Relationship Management
• Strategy
• Product Development
• Product Management
• Finance
• Management
• Process Improvement
• Equities
• Capital Markets
• Series 7
• Alternative Investments
• Client Access
• Options
• Crm
• Report Writing
• Portfolio Management
• Global Operations