Raunaq Patel
Managing Director, Citi Global Wealth
- Role
- Managing Director Global Wealth at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Raunaq Patel
20+ years developing, implementing, and calibrating organization-wide strategic and business planning capabilities, initiatives and processes for Fortune 500 companies.Financial budgeting and goal setting for a $2B line of business with personnel within Citi’s US retail bank.10+ years of experience in retail wealth management as an internal consultant focusing on client segmentation, target operating models, organization design & governance, business/function transformation and value proposition development.Extensive experience in leading change across matrix organizations, building new businesses, developing new products and reengineering existing business models for growth.Founder of a personal wealth management application currently in seed three development.
Experience
Managing Director Global Wealth
Dec 2023 — Present · New York, NY, US
Education
St. Xavier's College
Bachelor of Arts, Economics
1991 — 1996
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business
Master of Business Administration, Finance
2006 — 2008
University of Mumbai
Master of Arts, Economics
1996 — 1998
Skills
- Investments
- Corporate Finance
- Strategic Planning
- Financial Analysis
- Thought Leadership
- Emerging Markets
- Portfolio Management
- Mortgage Lending
- Loans
- Financial Modeling
- Financial Services
- Private Equity
- P&L Management
- Business Transformation
- New Business Development
- Banking
- Risk Management
- Business Analysis Planning & Monitoring
- Business Development
- Strategy
- Management
- Due Diligence
- Business Planning
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