Scott Kesselman
Strategic Finance Leader | Private Banking & Wealth Management | Law Firm Sector | FP&A | Driving Growth & Profitability
- Role
- Private Banker & Team Lead Law Firm Group- Boston and Philadelphia at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Scott Kesselman
Strategic finance and business leader with 15+ years of experience driving growth, profitability, and enterprise-wide initiatives across global financial services and the legal sector.Currently leading a $20MM book of business and overseeing $1.5B+ in client assets at Citi Private Bank, I partner with law firm partners and executive leadership to deliver tailored banking, lending, and investment solutions. I bring a unique blend of financial expertise and advisory experience, having worked closely with AMLAW 100 firms on performance benchmarking, strategic planning, and market positioning.My background spans FP & A, multi-year strategic planning, and executive advisory, with a proven track record of translating complex financial data into actionable insights that drive decision-making and long-term growth.I am passionate about building high-performing teams, optimizing business performance, and serving as a trusted advisor to senior stakeholders.Core strengths include:• Strategic financial planning & forecasting• Growth strategy & investment evaluation• Financial modeling, KPI development & analytics• Law firm performance benchmarking• Executive stakeholder engagement & leadershipOpen to connecting with professionals across finance, private banking, and the legal industry.
Experience
Private Banker & Team Lead Law Firm Group- Boston and Philadelphia
Sep 2022 — Present · New York, NY, US
Education
University of South Florida
Bachelor of Science (BS), Accounting and Finance
1991 — 1996
Long Island University
Master of Business Administration (MBA), Finance
1999 — 2002
Skills
- New Business Development
- Financial Analysis
- Marketing Strategy
- Microsoft Word
- Microsoft Office
- Powerpoint
- Microsoft Excel
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