Evan Goldstein work email
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Evan Goldstein personal email
A proven executive leader with experience in cross-border banking, sales, product management, strategic planning and business restructuring within the banking and payments industries.In my current role as Head of Bank Coverage, Visa Direct at Visa, I lead a team of sales and relationship professionals who deliver innovative and scalable real time, domestic and cross-border payment solutions to financial institutions and their customers worldwide (B2b, B2C, P2P, A2A).Key Accomplishments:During my 4 years at Visa, I built out the bank and bank partnership pipeline for Visa Direct from nearly zero new business. I closed one of the largest deals globally for which I was recognised by our Group President. I established critical strategic relationships that have had a multiplier effect on sales and revenues across segments and use cases. I recently established and took on a newly created role as Head of Account Management for Regional and Super Regional Banks as our pipeline amd relationships mature. In this position I lead a team of 4 executives responsible for managing existing business and expanding the relationship through new sales and continued revenue growth.Critical Skills:-Business development and sales accountability across large and mid-tier banks, top ten credit unions, large brokerages, and fintechs.-Account management oversight of Top 50 banks, Top Ten credit unions, and key fintechs with a team of 4 executives.-Deliver meaningful improvements to clients through quarterly business reviews and workshops, resolve challenges with product or channel performance, provide data-driven insights, and introduce value-added capabilities.- Revenue accountability with over 150% year-over-year revenue and transaction growth through new sales, strategic pricing efforts, global incentive agreements, the execution of cross-border money movement growth strategies.- Management responsibilities include annual account planning, setting and meeting performance goals, developing talent, realising business expansion strategies, and stakeholder communications.
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Svp Of SalesBrightwellTucson, Az, Us
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Head Of Account Management, Super Regional Amd Regional Banks, Visa DirectVisa Dec 2022 - PresentFoster City, California, Us -
Senior Sales ExecutiveVisa May 2020 - Dec 2022Foster City, California, Us
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Senior Vice President And Head Of Strategic Planning And DevelopmentEast West Bank Jul 2017 - Oct 2019Pasadena, Ca, UsJoined a high-growth regional bank to dramatically expand its U.S. – China cross-border businessand strategy. Led bank-wide effort to develop and execute a new, cross-border e-commercepayments solution for Chinese and U.S. customers.• Member of the Bank's Executive Leadership• Authored the bank’s five-year strategic plan and execution roadmap for domestic and crossborderbusiness expansion, risk management, and scaling core capabilities• Drove 15% growth in customer-driven FX fee income via immediately-actionable opportunities• Created management-trainee program for next generation of cross-border bankers -
Managing Director And Global Head Of China Cross Border SolutionsDeutsche Bank Mar 2014 - Aug 2017Frankfurt Am Main, Hessen, DeCreated and led the Bank's global cross-border China business. Crafted treasury managementsolutions and foreign exchange services for DAX 50 and Fortune 500 multinational corporations, aswell as market access solutions for hedge funds, broker-dealers and asset managers.• Member, leadership team Transaction Banking and Markets, Asia• Established Deutsche Bank's leadership in cross-border RMB solutions; named RMB House ofthe Year, 2016, by Asia Risk Awards (https://www.risk.net/awards/2473152/asia-risk-awards-2016-winners)• Pulled together and led cross-functional teams of sales, research, marketing, product,operations/technology and legal and regulatory experts to establish Deutsche Bank as themost innovative bank in capital markets and transaction banking services.• Drove 20% FY revenue growth, 150% increase in FX flows through e-platform, and 450%growth in corporate client payments through integrated product solutions• Called on by the HKMA, the FCA and the Bundesbank to provide subject matter expertiseregarding the adoption of the RMB as a reserve currency and its internationalisation in currentand capital account transactions• Lead Deutsche Bank representative to ASIFMA and ICMA-NAFMII to help Chinese regulatorsdevelop China’s nascent debt and equity capital markets; chair of ASIFMA’s China Committee -
Managing Director, Head Of Product Management For Financial Institutions - AsiaStandard Chartered Bank 2008 - Mar 2014London, England, GbLed product management across Financial Institution segments. which had revenues in excess of$900mm. Led a team of 16 product managers across 12 countries. Director on the Board ofStandard Chartered Fund Services, South Korea.• Developed market access solutions for international asset managers seeking China exposure• Accountable for the build-out and commercialization of an investment trust capability in HongKong for asset managers and a domestic cash custody service in ChinaHead of Product Management, Investors & Intermediaries – North East Asia• Created and implemented enterprise-wide strategic roadmaps that defined revenueopportunities, product investment needs, and infrastructure requirements across full suite oftransaction banking products• Enhanced product capabilities through client needs analysis, improved customer experiencethrough improved implementation process and expanded business opportunities withinternational asset managers through direct marketing efforts -
Executive Director, Treasury And Securities ServicesJpmorgan Chase 1995 - 2008New York, Ny, UsExecutive Director & Head of Product Management, Greater China, Worldwide Securities ServicesLed the development and implementation of the bank’s QDII business strategy for custody and fundaccounting across multiple functions including sales, product management, client service andoperations.Chief Administrative Officer, International Corporate BankingReported to the CEO of International Corporate Banking. Responsible for the rebuilding of theinfrastructure to support JPMorgan’s international corporate banking platform in Asia, Europe andthe Middle East and Africa. Defined roles and responsibilities for corporate bankers; created astandardized client planning process and implemented the usage of relationship managementevaluations among 30 bankers for 600 clients.Strategic Planning and Analysis, Corporate and Investment BankingMember of a six person team providing restructuring and process improvement consulting servicesto the Office of the Chairman for JPMorgan’s business units in the Americas, Asia and Europe.Participated in 36 distinct functional and business projects.
Evan Goldstein Skills
Evan Goldstein Education Details
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Columbia University - Columbia Business SchoolBusiness -
The George Washington UniversityEast Asian Studies
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Bucknell UniversityInternational Relations
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Columbia Business SchoolGeneral
Frequently Asked Questions about Evan Goldstein
What company does Evan Goldstein work for?
Evan Goldstein works for Brightwell
What is Evan Goldstein's role at the current company?
Evan Goldstein's current role is SVP of Sales.
What is Evan Goldstein's email address?
Evan Goldstein's email address is ev****@****mac.com
What schools did Evan Goldstein attend?
Evan Goldstein attended Columbia University - Columbia Business School, The George Washington University, Bucknell University, Columbia Business School.
What are some of Evan Goldstein's interests?
Evan Goldstein has interest in Children, Education.
What skills is Evan Goldstein known for?
Evan Goldstein has skills like Banking, Investment Banking, Capital Markets, Securities, Investments, Management, Finance, Strategy, Strategic Planning, Trade Finance, Risk Management, Financial Markets.
Who are Evan Goldstein's colleagues?
Evan Goldstein's colleagues are Katie P., Nathan Knoebber, Pam Uguccioni, Miranda Reid, Peter Brownstein, Tashira M., Samira Boudjenana.
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