Edward Perez
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Edward Perez Email & Phone Number

Vice President - Global Client Executive - Client Success Management at Citi
Location: San Francisco Bay Area, United States 3 work roles 1 school
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Current company
Role
Vice President - Global Client Executive - Client Success Management
Location
San Francisco Bay Area, United States
Company size

Who is Edward Perez? Overview

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Quick answer

Edward Perez is listed as Vice President - Global Client Executive - Client Success Management at Citi, a with 201877 employees, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Edward Perez.

Edward Perez previously worked as VP Global Account Manager at Citi and Assistant Vice President - Service Senior Analyst at Citi. Edward Perez holds Economics from Lafayette College.

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Citi

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Profile bio

About Edward Perez

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.

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Edward Perez's current company

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Citi
Citi
Vice President - Global Client Executive - Client Success Management
new york, new york, united states
Website
Employees
201877
AeroLeads page
3 roles

Edward Perez work experience

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Vice President - Global Client Executive - Client Success Management

Current

San Francisco, California, United States

As 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.

Mar 2022 - Present

Vp Global Account Manager

San Francisco, California, United States

Assistant Vice President - Service Senior Analyst

Transitioned Internally

Nov 2016 - Oct 2021
Team & coworkers

Colleagues at Citi

Other employees you can reach at citigroup.com. View company contacts for 201877 employees →

1 education record

Edward Perez education

FAQ

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What company does Edward Perez work for?

Edward Perez works for Citi.

What is Edward Perez's role at Citi?

Edward Perez is listed as Vice President - Global Client Executive - Client Success Management at Citi.

Where is Edward Perez based?

Edward Perez is based in San Francisco Bay Area, United States while working with Citi.

What companies has Edward Perez worked for?

Edward Perez has worked for Citi.

Who are Edward Perez's colleagues at Citi?

Edward Perez's colleagues at Citi include Sean Howard, Abe Maysonet, Ricardo Dizon, Renato Zilbersztajn, and Olena Fischer.

How can I contact Edward Perez?

You can use AeroLeads to view verified contact signals for Edward Perez at Citi, including work email, phone, and LinkedIn data when available.

What schools did Edward Perez attend?

Edward Perez holds Economics from Lafayette College.

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