Francisco Pastor, Cima® Email & Phone Number
@citigroup.com
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Who is Francisco Pastor, Cima®? Overview
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Francisco Pastor, Cima® is listed as Vice President Investment Strategy Lead at Citi, a with 196387 employees, based in Greater Houston, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Francisco Pastor, Cima®.
Francisco Pastor, Cima® previously worked as Sr. International Wealth Advisor at Citi and Senior Registered Client Associate at Wells Fargo Advisors. Francisco Pastor, Cima® holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of Illinois Urbana-Champaign.
Email format at Citi
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AeroLeads found 1 current-domain work email signal for Francisco Pastor, Cima®. Compare company email patterns before reaching out.
About Francisco Pastor, Cima®
Results driven business development executive with a mixture of education, certifications, and more than 10 years of professional experience in the financial services field. Proven track record identifying prospective clients, generating leads, asking for referrals and fully leveraging personal and professional networks to develop successful business relationships. Standout performance cultivating, engaging and managing relationships in LATAM. Experienced conducting one-on-one and group presentations, conveying complex technical issues and influencing decision makers. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of Florida only.
Listed skills include Investments, Relationship Building, Finance, Portfolio Management, and 32 others.
Francisco Pastor, Cima®'s current company
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Francisco Pastor, Cima® work experience
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Sr. International Wealth Advisor
Current• Develop a successful sales pipeline by identifying prospective clients through personal and professional networks in LATAM.• Grow assigned book of business by 10% YoY compared to the 5% average by finding creative ways to connect with high net worth individuals and continually generate leads and referrals.• Increase share of wallet by constantly traveling to the region; meeting with clients and fostering relationships in both, professional and leisure environments. • Assess economic cost-benefit of complex relationships, determine viability and negotiate favorable terms.
Vice President Investment Strategy Lead
• Led cross-functional teams including banking, credit and investment products, to improve revenues and cross-selling success. • Generated annual incremental revenues of over $500K in first year of tenure through proactive sales initiatives.• Developed best practices to schedule, manage and track client portfolio reviews.• Served as both role model and trainer for Investment Counselors to develop excellent client service and developing technical and professional competency.
Senior Registered Client Associate
• Served as the primary client contact for the largest book of business in Wells Fargo Advisors, overseeing over $1.6 billion in assets and over 360 relationships.• Nurtured relationships with LATAM clients, overcoming the nuances managing relationships at a distance.• Increased revenue to record breaking $8MM in 2016 by developing and implementing a revenue generating strategy.• Coached, supervised and led team of three junior client representatives in day to day operations.
Portfolio Manager
• Partnered with Financial Advisors to cultivate, engage and manage relationships with offshore clients and prospects by articulating the firm’s value proposition, offering ideas, market intelligence and product information updates.• Temporarily relocated to Mexico to maximize the firm's exposure with local clients and partners.• Participated in the exponential growth of the firm, taking it from under $60MM of assets under management, to over $500MM in a period short of five years.• Efficiently assessed clients’ needs and and delivered tailored solutions.
Colleagues at Citi
Other employees you can reach at citigroup.com. View company contacts for 196387 employees →
Marci Lawyer
Colleague at CitiSioux Falls, South Dakota, United States
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MH
Mireya Hernandez Villegas
Colleague at CitiMexico City, Mexico
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Shiv Shankar
Colleague at CitiDelhi, India
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MM
Mark Mejia
Colleague at CitiPhilippines
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PJ
Peggy Jacks, Mba
Colleague at CitiGreater Tampa Bay Area, United States
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AM
Annie Magtangob
Colleague at CitiTaguig, National Capital Region, Philippines
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JE
Jonathan Edwards
Colleague at CitiDover, Delaware, United States
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JG
Jenny Guan
Colleague at CitiNew York City Metropolitan Area, United States
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LA
Luz Adriana G.
Colleague at CitiBogota, D.C., Capital District, Colombia
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MD
Maricon Dato-On
Colleague at CitiMetro Manila, National Capital Region, Philippines
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Francisco Pastor, Cima® education
Master Of Business Administration (Mba), Business Administration And Management, General
B.B.A., Finance
Frequently asked questions about Francisco Pastor, Cima®
Quick answers generated from the profile data available on this page.
What company does Francisco Pastor, Cima® work for?
Francisco Pastor, Cima® works for Citi.
What is Francisco Pastor, Cima®'s role at Citi?
Francisco Pastor, Cima® is listed as Vice President Investment Strategy Lead at Citi.
What is Francisco Pastor, Cima®'s email address?
AeroLeads has found 1 work email signal at @citigroup.com for Francisco Pastor, Cima® at Citi.
Where is Francisco Pastor, Cima® based?
Francisco Pastor, Cima® is based in Greater Houston, United States while working with Citi.
What companies has Francisco Pastor, Cima® worked for?
Francisco Pastor, Cima® has worked for Citi, Wells Fargo Advisors, and Intercam Advisors.
Who are Francisco Pastor, Cima®'s colleagues at Citi?
Francisco Pastor, Cima®'s colleagues at Citi include Marci Lawyer, Mireya Hernandez Villegas, Shiv Shankar, Mark Mejia, and Peggy Jacks, Mba.
How can I contact Francisco Pastor, Cima®?
You can use AeroLeads to view verified contact signals for Francisco Pastor, Cima® at Citi, including work email, phone, and LinkedIn data when available.
What schools did Francisco Pastor, Cima® attend?
Francisco Pastor, Cima® holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of Illinois Urbana-Champaign.
What skills is Francisco Pastor, Cima® known for?
Francisco Pastor, Cima® is listed with skills including Investments, Relationship Building, Finance, Portfolio Management, New Business Development, Strategic Planning, Valuation, and Financial Modeling.
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