Fernando B.
- Role
- VP Program Lead Wealth Management at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Fernando B.
Successful Program / Project Management Leader with progressive experience delivering…
Experience
VP Program Lead Wealth Management
Jun 2020 — Present
Facilitate the development and execution of the Citigold Private Client (CPC) and Citigold (CG) strategic roadmap of key initiatives and value proposition enhancements with Technology, Product, Digital, Marketing, Legal, Compliance and Risk partners to deliver a winning value proposition to clients in an effort to retain, deepen and grow the high Net Worth Segment.\\\\n\\\\n• Conversions\\\\n• Value Proposition\\\\n• Change Management\\\\n• Risk Management\\\\n• Sales Management\\\\n• Campaign/Content Management\\\\n• Vendor & Application Management\\\\n• Analytics\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Education
Adelphi University
Master of Business Administration - MBA, Business Administration and Management, General
Adelphi University
MBA, Management, Finance, Marketing
Adelphi University
Master of Business Administration - MBA
Hofstra University
Bachelor of Business Administration - BBA, International Business
Hofstra University
BBA, International Business
New York University
Certificate, Investment Banking
Skills
- Metrics Definition
- Strategy
- Digital
- Pmo
- Requirements Analysis
- Financial Analysis – Estimates Vs. Actuals
- Resource Management
- Management
- Project Portfolio Management
- Software Development Life Cycle (Sdlc)
- Wealth Management
- Migration Execution
- Software Project Management
- Sdlc Project Methodologies - Waterfall & Agile
- Global Team Building
- Crm
- Leadership
- Business Process Improvement
- Issue Resolution & Risk Mitigation
- Profitability Analysis
- Agile Project Management
- Relationship Management
- Banking
- Process Improvement
- Agile Methodologies
- Business Analysis
- Financial Analysis
- Business Management & Analysis
- Financial Services
- Project Management
- Change Management
- Change Control Management
- Business Process
- Dashboard Presentations
- Business Intelligence
- Investments
- Program Management
- Data Management
- Product Management & Lifecycle
- Talent Management
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