David Pietrangelo
Client Executive, Relationship Manager Vice President at Citi
- Role
- Client Executive Relationship Manager, Mba Vice President at Citi
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Client Executive Relationship Manager, Mba Vice President
Jan 2013 — Present
Act as the primary contact for operational service-related escalations and in conjunction with the Management Team I am responsible for ensuring that Citi is delivering a best-in-class client experience for the largest client in the Custody and Fund Services space• Helping my clients to leverage all available Citi services and solutions including custody, middle office, ETF services, Fund Accounting & Administration which leads to an overall increase in efficiency and profitability •Currently leading large-scale initiatives including my client entering the ETF space, liquidity optimization and emerging market expansion for global clients• Lead client service reviews and Due Diligence Visits, attend Board Meetings with respect to operational performance• Own operational service plans capturing solutions to significant issues and proactive initiatives and jointly discuss with clients on a periodic basis which led to the highest service review scores Citi received from my client in over 5 years.
Education
Silberman College of Business, Fairleigh Dickinson University
Master of Business Administration
1998 — 2004
Fairleigh Dickinson University-Florham Campus
MBA
1998 — 2004
Skills
- Capital Markets
- Series 7
- Bloomberg
- Alternative Investments
- Trading Systems
- Securities
- Trading
- Asset Managment
- Mutual Funds
- Settlement
- Hedge Funds
- Asset Management
- Microsoft Office
- Portfolio Management
- Equities
- Account Reconciliation
- Finance
- Bonds
- Strategic Financial Planning
- Microsoft Excel
- Fixed Income
- Investments
- Options
- Financial Services
- Management
- Derivatives
- Middle Office
- Bloomberg Terminal
- Fx Options
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