Diego Moretti Email & Phone Number

New York, New York, Us

Sr. Business Manager for Lending in Citi Global Wealth for North and Latin America.

New York, New York, Us

Sales Manager for a team of the best Financial Advisors anywhere.

New York, New York, Us

Business Manager for an offshore based Private Bank team of 27 bankers, covering Ultra High Net Worth Individuals in 20+ countries across Latin America. Reporting directly to the owner of the P&L, I managed initiatives, programs and analysis regarding sales management, planning, strategy and talent.In this role, I combinef metrics and insights from a talented team to drive the continuous improvement and growth in a highly sophisticated and competitive market.

New York, New York, Us

Joined Citi through a post-MBA rotational program. For two years, lived in 4 countries and worked on projects for different business units.1st Rotation: Sao Paulo, Brazil. Treasury and trade Services. Built strategy and management analysis for the Global Head of Energy, Power, Chemicals, Metals and Mining. Addressed eventual client engagements.2nd Rotation: Panana City, Panama. Performed cost analyzes across the middle and back-offices of the Central America Operations. Worked with retail team in Colombia to build an analysis of enhancement needs in product and services offer and their associated costs. Built a model to assess impact of technology cost allocation in all countries in which Citi has a presence.3rd Rotation: Mexico City, Mexico. Worked with the Latam Strategy Office to build proposals to serve multi-family offices. Engaged in customizing and driving global initiatives in technology and efficiency in the region.4th Rotation: Miami, FL. Worked with the COO of Affluent and High Net Worth segments to build a business plan evaluating the financials and requirements of a new business model addressing new regulatory impact.

Jakarta, Dki Jakarta, Id

With MIT Sloan’s Global Entrepreneurship Lab, I did a project with Kartuku, a Jakarta-based Indonesian company dedicated to payments technology. Our team worked remotely and on site with the company to create the strategy to develop and deploy a gift card product. The product was launched and the first client.was the retail chain which the team engaged during our research to understand theIndonesian market.

São Paulo, Br

Co-founded a start-up to test the feasibility of a highly successful american subscription e-commerce model in the Brazilian market.Among the three cofounders we did everything from product management, digital marketing campaigns, client research and operations. We set the start-up as an experiment to learn whether the higher shipment cost in the market allied to differences in customer behavior would allow for the model to scale.Using technology and lean startup techniques and a minimal budget, we could run an operation that provided valuable insights and metrics.

Mountain View, Ca, Us

During the summer internship of I revised the strategy for the Client Acquisition Team, including enhancements to sales process, talent profile, engagement with client decision maker and gate keepers of target accounts and segmentation of leads in different prioritization and coverage models.

Before starting the MIT Sloan’s graduate program, I joined GaoPeng (Groupon China) as an independent consultant.I worked with the team rolling out the start-up’s operations in the Southern provinces of China. I engaged in projects of sales management, training, CRM, while learning about the unique business culture, talent and big thinking of the country.

Sao Paulo, Sao Paulo, Br

As a product specialist for the private bank division I could develop, launch and manage a number of products from treasury products to alternative investments, partnering with local players through an open architecture platform.I led multidisciplinary teams across bank divisions to connect the pieces needed to deploy products with a winning private bank value proposition and leverage the bank’s capabilities to perform highly customized services such as the revamping of a multibillion dollar family office’s investment structure.Through the bank’s Capital Markets Executive Program, I could do projects regarding risk management, private bank credit cards, tax reporting services, MIS in addition to spending time in the back-office operations.

Us

At McKinsey, I worked with a financial services provider to add a new credit product to its offering. I accessed the profiles and performance data of 200 branches to determine a control group for a pilot run. I went to the field to understand the perspectives of customers and competitors. I partnered with sales force personnel across the country to ensure that sales processes were running well and that senior management had the right visibility of the insights and metrics of the pilot run.I have also helped to design and pilot the platform and the client experience of a new banking concept for low income clients, the learnings from the project made very clear this highly profitable segment needed more focused offerings than the ones available in the market and that low-cost bare bones offerings were not the clear path to success, so we refreshed and refocused the approach to serve this market.

Walldorf, Bw, De

During this really hands-on internship, I learned about the SAP’s products and quickly became a certified materials management consultant. I acted as a Solution Architect, understanding processes clients seeked to enable through technology and designed demonstrations of how SAP ERP tools could perform them. Early in my career, this gave me exposure to the dynamics of a number of industries and functions and the opportunity to help senior management of client companies to envision a technology enabled version of their key processes.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Eng, Aeronautical Engineering