Erin Megan
Senior Vice President, Wealth Global Euc Governance & Oversight @Citi
Tampa, FL, US
EMAILS
MOBILE NUMBERS
+12•••••••82
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WORK HISTORY
Apr 2024 — Present
Senior Vice President, Wealth Global Euc Governance & Oversight @Citi
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Tampa, FL, US
EDUCATION
2025
MIT Sloan Executive Education
Strategy and Innovation
1996 — 2001
University of North Carolina at Pembroke
Bachelor of Science (BS)
2016 — 2018
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
SKILLS
Continuous ImprovementCompliancePortfolio ManagementTrust ServicesFinancial AnalysisInvestmentsAsset AllocationTeam LeadershipFinanceFixed IncomeWealth ManagementCommunicationsClient ServicesProblem SolvingTradingOperations ManagementGips ComplianceGipsPrivate BankingCapital MarketsSeries 7Credit AnalysisAsset ManagementCustomer ServiceRelationship ManagementClient RetentionMentoringClient Relationship Management (Crm), Tamarac Envestnet Advisor Suite, Advent, Charles Schwab Institutional, Microsoft Office Suite, Acrobat Adobe Pro, Bloomberg, ReutersCoachingPerformance MeasurementEquitiesTraining & DevelopmentLeadershipGlobal CustodyAdvisoryBalance Sheet AnalysisAccount ManagementDue DiligenceBrokerage OperationsManagement
ABOUT ERIN MEGAN
Collaborative, relationship-focused, success in working across departments to transform…
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