Gustavo Rueda
- Role
- Vice President - Cim Third Party Product Specialist at Citi
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Gustavo Rueda
A MBA graduate and international-athlete student from the University of Northwestern…
Experience
Vice President - Cim Third Party Product Specialist
Nov 2021 — Present
Actively working to drive Sales and AUM growth for third-party platforms across Citi Private Bank and U.S. Consumer Wealth segment. • Spearheading strategic initiatives and projects that promote the growth and adoption of the Mutual Fund and SMA platform. • Preparing communications, collateral, performance report and positioning ideas to support sales efforts across channels and regions • Demonstrating collaborative skills by working with Senior Product specialist, Investment Management Research and Global Product Team in the product rollout and Citi’s high conviction ideas. • Providing support to the Senior Product Specialist with the relationship management of Financial Advisors and Investment Counselors • Assisting in the product adoption of Advisory Portfolios in the Citi Private Bank and Consumer Wealth Segment
Education
University of Northwestern Ohio
Bachelor of Science, Business Administration and Management
2009 — 2013
University of Northwestern Ohio
Master's degree, Business Administration and Management, General
2013 — 2015
Skills
- High Deductible Health Plans
- Team Leadership
- Team Motivation
- Financial Analysis
- Tennis Instruction
- Adjustments
- Quantitative Analytics
- Microsoft Excel
- Flexible Spending Accounts
- Accounting
- Health Savings Accounts
- Microsoft Word
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