Ivan Puerta Email & Phone Number

New York, New York, Us

Be the accountable leader for Product Management Execution, ensuring product readiness, and assuring Citi remains safe and sound through the continuous expansion to new markets, additional product features, and capabilities. Define the product vision, and strategy for keeping our products, and customers safe. Translate the vision into a multi-year roadmap, managing short, and long-term goals, and investments to scale globally. Own cross-functional product development, and approval process from ideation through development and commercial launch, collaborating with multiple internal, executive, and external teams to ensure coordination throughout product development, fostering, and facilitating timely decision-making, driving product, B2B Integrations, and delivering success. Develop a comprehensive set of metrics to measure product performance. Accelerate Citi's ability to digitally transform our digital collections business with the best infrastructure, platform, industry solutions, and expertise. Deliver enterprise-grade solutions that generate value to Citi's client, and keep evolving the digital payments landscape, as well as e-commerce

New York, New York, Us

Core Product Manager for Digital Payments. This role includes launching new initiatives with traditional and non-traditional payment providers in a fast-paced and changing environment with multiple and competing priorities. Additionally, this role includes building and managing products that deliver value to clients such as contactless, in-app and/or mobile payments, credit and debit card transactions, alternative payment methods and end-to-end payment processing.

New York, New York, Us

Development and implementation of new technologies focused on providing client centric solutions such as but not limited to Electronic Signatures, Blockchain, Artificial Intelligence. Cooperate with other businesses, products, services and partners to execute (proof of concepts) PoCs and implement solutions. Design and development of global infrastructure to provide clients a global seamless experience across 90+ markets relative to Signer Management Services and Onboarding experience. Responsible for overall investment process 2017 and 2018. Build decks and business cases to support the resource allocation to the business and execution once obtained.

New York, New York, Us

Responsible for balance sheet management, overdraft, tax receivables, account services and Asset and Liability Committee (ALCO) policies. Product & Market Management of TTS local cash products. Response to RFPs and construction of proactive proposals for GSG & ICG clients. Analyze financial risks for each client and market opportunities to develop new businesses and increase market share. Responsible for a USD 30.4MM budget. Reached revenue budget year over year and increased Citi's market share of tax collection from 7.8% to 9.9% with product & sales strategies on a client centric approach. Result of a coordinated effort among legal, tax, markets, product control, etc. Delivering business drivers such as average and End of Period deposits, while maximizing business spreads to achieve revenue targets.

New York, New York, Us

Design, plan and execute growth strategies for deposits of consumer banking (time deposits, savings accounts, checking accounts), international money orders, CitiBusiness cash management products while promoting the deepening of these products in all strategic segments of customers and improving their profitability. Participate in the country Asset and Liability Committee (ALCO) as designated permanent member. Led a group of product managers and was responsible for a budget of 44 USD MM. Revenue budget reached, development of identified collection products for Citibusiness Companies, reengineering of Citi Global Transfers (CGT) inbound and outbound channels according to regulatory changes a market’s expectations.

New York, New York, Us

Investment Banking Associate (Jan 2013 – Jun 2013)Prepare and execute financial analysis on client’s financial statements and all available information such as credit memos, rating agency reports and news in order to identify opportunities for Capital Markets Origination (CMO) products such as syndicate loans, bonds issuance, stock issuance, among others,o Participation in two major transactions.Citigold/Private Banking Associate (Jul 2012 – Dec 2012)Design strategies from client and product perspective to increase revenues and business drivers. Participate in client meetings in order to generate new business and sources of revenue. Join social events such as dinners, economic forums, golf and polo tournaments in order to develop and stablish deeper relationships with CPB, CPC and Citigold clients. Published the “Citigold Segment Guidebook” collecting best practices from the franchise on different countries such as Colombia, Mexico, Spain, among others.Associate Product Manager for Non Transactional Products (Jan 2012 – Jun 2012)Develop new products and pricing initiatives for products such as Personal Installment Loan and Payroll Loans, Explore options to develop the mortgage business in Colombia with different financial structures like securitization, partnering, white label and other models in order to make the product feasible and profitable for the franchise in Colombia. Development of a pricing model to improve market share participation & business drivers, by reducing rates in 75 bps but increasingvolumes on 7% on high net worth segments.Relationship Manager Associate for ICG & CCB Segments (April 2011 – Dec 2011)Co-managing a client portfolio of companies with sales exceeding USD 250 MM. Developing measurement models for stickiness (operational dependence) and revenue maximizing strategies. Study and evaluate strategy for new businesses with companies with sales under USD 250 MM.

Bogotá D.C., Bogotá, Co

Part-time professor for Financial Risk Analysis under Finance, Government and International Relations faculty.

Bogotá, Cundinamarca, Co

Responsible for the administration and management of all financial risks in the company. Lead and coordinate a team of professionals to execute the management, evaluation and monitoring of credit, liquidity, market, operational and money laundering risk. Establish plans, policies and procedures for risk management. Effective control of limits, capital requirement & assuring return on equity. Report results to the Shareholders, Board of Directors, President and Senior Management. Participation on the SEC’s filing process & USGAAP implementation for Grupo Aval registration on New York Stock Exchange, Successful merger process between Leasing Popular and Banco Popular without affecting clients, regulatory authorities & stakeholders. Management of relationships with the local regulators and key suppliers.

Bogotá, Cundinamarca, Co

Guarantor of the right implementation and management of the whole risk systems. Lead a team of analysts by developing special projects for risk management and control. Decision making regarding exposure limits, control mechanisms and risk management.

Bogotá, Cundinamarca, Co

Prepare reports and make transmissions to regulatory authorities, design and calibrate models and methodologies while supporting the risk coordinator. Detection and solution of regulatory GAPs for an effective risk management.

Master Of Arts - Ma, International Finance

Bachelor Of Applied Science - Basc, Finance And Internacional Affairs

Bachelor Of Applied Science - Basc, Economics