Edward Perez Email and Phone Number
7+ years in Banking. Initially worked in supporting day to day Production of US based Products and Services for large Broker-Dealer/FI clients. More recently, have been supporting Corporate clients with their Global Business as their Global Client Executive, with a focus on Treasury and Trade solutions in the e-commerce, Technology, Communications and Gaming verticals. I love working with clients and discussing their business needs, long and short-term goals, and organically finding solutions to fit those needs. Serving as my clients trusted adviser, and primary point of contact, it's my responsibility to facilitate, coordinate and see through to completion requests ranging from simple maintenance to large complex global Implementations. A more detailed explanation is in my Experience section.In my free time, I enjoy skiing, hiking, cycling whole also reading and staying current on global events, finance and technology.
Citi
View- Website:
- citigroup.com
- Employees:
- 201877
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Vice President - Global Client Executive - Client Success ManagementCiti Mar 2022 - PresentSan Francisco, California, United StatesAs a Global Client Executive within the Client Success organization, my primary role is to manage a portfolio of Global Clients, ensuring the preservation and enhancement of their relationships while protecting revenue streams. Drawing upon my 7+ years in Treasury product support and service, I am committed to delivering exceptional value-added experiences for clients across Citi. Advocating for my clients, overseeing cross-functional partners, and ensuring adherence to SLAs are integral aspects of my daily responsibilities. I collaborate closely with Sales, Implementation, Onboarding, and Service to promptly address any concerns. Through regular interaction and client engagement, both in-person and remotely, I strive to maintain a deep understanding of client needs and address any areas of dissatisfaction promptly. Additionally, I actively collaborate with global and regional partners, conduct comprehensive client reviews, manage escalations, provide guidance to partners, and contribute to the development of tools to enhance the Client Success organization's effectiveness. -
Vp Global Account ManagerCiti Oct 2021 - PresentSan Francisco, California, United States -
Assistant Vice President - Service Senior AnalystCiti Nov 2016 - Oct 2021Transitioned Internally
Edward Perez Education Details
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Economics
Frequently Asked Questions about Edward Perez
What company does Edward Perez work for?
Edward Perez works for Citi
What is Edward Perez's role at the current company?
Edward Perez's current role is Vice President - Global Client Executive with the Client Success Organization at Citi.
What schools did Edward Perez attend?
Edward Perez attended Lafayette College.
Who are Edward Perez's colleagues?
Edward Perez's colleagues are Emily Gaffney, Farah Liyana, Aileen Burgeson, Denise Flowers, Brett Spall, Gary Hediger, Kavita Gawde.
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Edward Perez
Project Director - Unispace 25+Years Ensuring Clients Surpass Their Project Goals And ObjectivesNew York, Ny2gmail.com, tpgarchitecture.com4 +121276XXXXX
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Edward Perez
Democracy | Elections | Information Integrity | Technology Policy & Practice | Ex-Twitter Director For Civic Integrity@Eddie1Perez On Bluesky & MastodonAustin, Tx4osetfoundation.org, hartintercivic.com, hartic.com, twitter.com -
2libertyhelicopters.com, gmail.com
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3gmail.com, docusign.com, servicenow.com
2 +151038XXXXX
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