Parag Chaturvedi

Global COO (Strategy & Execution) - Global Wealth Management @Citi

Edison, NJ, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Global COO (Strategy & Execution) - Global Wealth Management @Citi

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New York, NY, US

Pioneered strategies to enhance sales efficiency, resulting in $8 billion of Wealth revenues. • Led expense management initiatives, achieving $1 billion in productivity savings through workforce optimization and process automation. • Spearheaded the Citi Transformation agenda, focusing on Operational Resilience and regulatory compliance.

EDUCATION

N/A

FINRA

Securities Industry Essentials

N/A

FINRA

Series 7, 24, 63, 65, 66, 99 Licenses

1983 — 1997

Air Force Bal Bharti School

All India Senior Secondary

1997 — 2000

Delhi University

B Comm (Hons), Accounting and Finance

1998 — 2003

The Institute of Chartered Accountants of India

CA, Accounting, Financial Management, Law, Taxation

SKILLS

Financial ModelingFinancial PlanningTeam LeadershipFinancial AnalysisStrategic PartnershipsBudgetsFinancial ControlFinanceFinancial RiskManagement Information Systems (Mis)Internal AuditMergers & AcquisitionsAnalysisFinancial AccountingProcess ImprovementBusiness ManagementRestructuringBusiness StrategyBusiness DevelopmentSarbanes-Oxley ActBusiness GrowthExecutive ManagementAccountingFinancial AuditsInternal ControlsStrategic ThinkingStrategic PlanningManagementStrategyBusiness Process ImprovementForecastingManagerial FinanceRevenue AnalysisMergersStrategic Financial PlanningBusiness AnalysisCorporate FinanceCross-Functional Team LeadershipBankingRisk Management

ABOUT PARAG CHATURVEDI

Results-driven Senior Executive with 25 years+ of experience advancing corporate financial health through expert oversight & strategic guidance. Proven expertise in steering multi-billion-dollar P & Ls, driving large-scale digital transformations & substantial cost reductions by building innovative frameworks to enhance efficiency, profitability & operational excellence in complex, regulated environments.

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Parag Chaturvedi — Global COO (Strategy & Execution) - Global Wealth Management at Citi in Edison, NJ, US | Unifers