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Jim Haneman Email & Phone Number

Managing Director | Investment Finance—Global Transformation Lead at Citi at Citi
Location: Massapequa, New York, United States 9 work roles 1 school
1 work email found @jpmorgan.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email j****@jpmorgan.com
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Current company
Role
Managing Director | Investment Finance—Global Transformation Lead at Citi
Location
Massapequa, New York, United States
Company size

Who is Jim Haneman? Overview

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Quick answer

Jim Haneman is listed as Managing Director | Investment Finance—Global Transformation Lead at Citi at Citi, a company with 10 employees, based in Massapequa, New York, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Jim Haneman.

Jim Haneman previously worked as Managing Director | Investment Finance—Global Transformation Lead at Citi and Managing Director | Global Head of Credit Operations | Global Credit Middle Office at Jpmorgan Chase & Co.. Jim Haneman holds Bachelor Of Business Administration (Bba), Banking And Financial Support Services from Hofstra University.

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Email format at Citi

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{first}.{last}@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for Jim Haneman. Compare company email patterns before reaching out.

Profile bio

About Jim Haneman

Growth-oriented financial leader dedicated to enhancing organizational excellence within financial services corporations. More than 25 years’ experience leading global teams and transformation initiatives in technology, employee mobility, and process improvements. Current Managing Director for Citi, contributing to the organization’s planned expansion and technology transformation, with primary focus on structured lending in the Private Bank. Most recently served at JP Morgan Chase & Co. as Managing Director for Global Credit Middle Office in the Private Bank, leading credit activities, program management, and the data & analytics agenda across 15 locations globally.Bachelor of Business Administration in Banking and Financial Support Services from Hofstra University, Series 24, 7, and 99, and multiple board roles and committee leadership positions dedicated to employee advancement.“If there’s time on the clock, we can still get it done!”

Listed skills include Investment Banking, Fixed Income, Equities, Hedge Funds, and 7 others.

Current workplace

Jim Haneman's current company

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Citi
Citi
Managing Director | Investment Finance—Global Transformation Lead at Citi
Mumbai, Maharashtra
Website
Employees
10
AeroLeads page
9 roles · 4 years

Jim Haneman work experience

A career timeline built from the work history available for this profile.

Managing Director | Investment Finance—Global Transformation Lead

Current

New York, New York, US

I joined Citi to oversee the strategic transformation of lending processes, integrating firm-wide initiatives. I manage budgeting, comprehensive analysis of current and future state, resource allocation, and identification of improvement areas. My primary focus is on aligning lending practices with organizational objectives and industry standards.

2022 - Present ~4 yrs 4 mos

Managing Director | Global Head Of Credit Operations | Global Credit Middle Office

New York, NY, US

Promoted to Managing Director in 2011 with the mission to enable growth and fortify controls in support of the global lending portfolio. I originated and managed a portfolio of credit products for the company’s $135B lending book, spearheaded a multi-year technology initiative to industrialize the credit business, and oversaw end-to-end operations for a.

Dec 2008 - 2022

Managing Director | Global Head Of Credit Middle Office, Investment Middle Office, And Latin America

New York, NY, US

In addition to my role as head of credit operations, I took on incremental responsibility for the Investment Middle Office—portfolio management and managed solutions. I acted as liaison across Credit, Operations, Wholesale Loan Operations, and Client Service to ensure controls and processes were followed. Provided leadership over Credit, Investment, and.

Mar 2014 - Jun 2019

Vp | Investment Bank—Credit Operations

New York, NY, US

Transitioned from CFO role to operations line manager responsible for data quality, analytics and reporting, and global location strategy.

May 2006 - Dec 2008

Vp | Investment Bank Cfo—Global Credit Operations

New York, NY, US

Tasked with planning and budgeting for global credit operations in the investment bank. Consolidated cross line of business budgeting for first ever firm-wide credit operations reporting.

Mar 2005 - May 2006

Vp | Corporate Sector Cfo

New York, NY, US

Promoted to help develop simplified allocation methodology across corporate marketing, legal, HR, and finance groups to the revenue generating line of business. Eliminated inefficient spending by examining commodity spending patterns across entire firm and presenting recommendations on data, consultant engagements, and external vendors to firm-wide.

Oct 2002 - Mar 2005

Vp | Investment Bank Cfo—Technology And Operations

New York, NY, US

Promoted to VP to oversee planning and analysis of financials for multiple technology and operations groups within the investment bank. Managed budgeting, allocations, expense reductions, JPM Chase merger integration, and financial analysis of system platforms.

Dec 1999 - Oct 2002

Associate | Global Market Operations And Technology (Gmot) Controllers

New York, NY, US

Jun 1997 - Dec 1999

Financial Analyst | Global Bank Operations And Technology (Gbot) Management Training Program

New York, NY, US

Aug 1995 - Jun 1997
Team & coworkers

Colleagues at Citi

Other employees you can reach at citibank.com. View company contacts for 10 employees →

1 education record

Jim Haneman education

  • Hofstra University
    Hofstra University
    Banking And Financial Support Services
FAQ

Frequently asked questions about Jim Haneman

Quick answers generated from the profile data available on this page.

What company does Jim Haneman work for?

Jim Haneman works for Citi.

What is Jim Haneman's role at Citi?

Jim Haneman is listed as Managing Director | Investment Finance—Global Transformation Lead at Citi at Citi.

What is Jim Haneman's email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Jim Haneman at Citi.

Where is Jim Haneman based?

Jim Haneman is based in Massapequa, New York, United States while working with Citi.

What companies has Jim Haneman worked for?

Jim Haneman has worked for Citi and Jpmorgan Chase & Co..

Who are Jim Haneman's colleagues at Citi?

Jim Haneman's colleagues at Citi include Jean-Franco Diaz, Jose I. Avila, Sarah Yammer, Deepak Santhanam, and Sanjay Dalvi.

How can I contact Jim Haneman?

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

What schools did Jim Haneman attend?

Jim Haneman holds Bachelor Of Business Administration (Bba), Banking And Financial Support Services from Hofstra University.

What skills is Jim Haneman known for?

Jim Haneman is listed with skills including Investment Banking, Fixed Income, Equities, Hedge Funds, Capital Markets, Derivatives, Investments, and Asset Management.

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