Kevin J. Sugrue
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Kevin J. Sugrue Email & Phone Number

Senior Vice President / Business Manager
Location: Greenwich, Connecticut, United States 7 work roles 2 schools
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Role
Senior Vice President / Business Manager
Location
Greenwich, Connecticut, United States

Who is Kevin J. Sugrue? Overview

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Kevin J. Sugrue is listed as Senior Vice President / Business Manager based in Greenwich, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Kevin J. Sugrue.

Kevin J. Sugrue previously worked as Senior Vice President / Business Manager at Citi and Vice President / Associate Banker at Citi. Kevin J. Sugrue holds Mba, Management from Fordham Gabelli School Of Business.

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About Kevin J. Sugrue

Kevin J. Sugrue is a Senior Vice President / Business Manager. Colleagues describe them as "With his deep product knowledge and highly productive work habits, Kevin plays a central, material role in the success of our office. I have worked with Kevin for approximately five years. During that time I have had the opportunity to observe firsthand Kevin’s positive impact on both clients and internal partners. He achieves this through a keen intellect combined with a consistent ability to organize information and execute against strategic plans. I recommend Kevin without… Show more" and "I worked with Kevin at Citi Private Bank for over 5 years. He was very detailed and a great listener. With Kevin I knew that I could bring any problem to the table and after a discussion come away with a solution. Kevin is a teammate that would be a valued asset to any team and someone I would recommend without reservation."

7 roles

Kevin J. Sugrue work experience

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

Senior Vice President / Business Manager

Citi

Greenwich, Ct

Citi Private Bank Ultra High Net Worth, Northeast Business Manager - Charged with formulating, executing, and leading highly strategic initiatives, that require product insight and analytics to translate business goals into progressive, streamlined solutions! The Business Manager role also mitigates risk to the business while facilitating the sales process. Serve as the Business Manager for the Greenwich CT, Short Hills NJ, Philadelphia PA, and Washington DC offices and partner to 2 Regional Market Managers. Manage 4 teams of Associate Bankers, totaling 12 Associate Bankers.

Aug 2018 - Apr 2024

Vice President / Associate Banker

Citi

Greenwich, Ct

Citi Private Bank Ultra High Net Worth, Associate Banker – teamed with a Private Banker, who was also the Regional Market Manager, and National Head of the Hedge Fund Client Initiative. Assist banker to source and on-board new qualified clients. Develop client’s financial profiles and understand their goals and challenges. Maintain compliance oversight and control requirements. Assist Private Banker with the creation, maintenance, and implementation of account plans designed to identify revenue growth opportunities for new and existing clients.

Jun 2015 - Aug 2018

Vice President / Associate Banker

Citi

New York, Ny

Citi Private Bank Law Firm Group, Business Management and Compliance Associate Banker - managed a team of 5 Compliance Associate Bankers which provided support for 23 Private Bankers. Acted as LFG NE Business Manager’s deputy - provided support for various Business Management, Compliance and Marketing tasks.

Mar 2013 - Jun 2015

Assistant Vice President / Client Service Officer

Citi

New York, Ny

Supported private bank clients by providing timely and accurate client service across a complex array of business and individual banking, credit, and investment products.

Sep 2007 - Mar 2013

Senior Associate / Aml (Anti Money Laundering) Analyst

Citi

New York, Ny

As a Business Risk & Control AML Analyst performed transaction trend monitoring on client accounts.

Jul 2006 - Sep 2007

Senior Associate / Program Designer - Professional Development

Citi Private Bank

New York, Ny

As a member of the Professional Development team established and implemented courses for Private Bank Service & Account Opening groups.

Nov 2005 - Jul 2006

Associate / Account Opening Specialist

Citi

Long Island City, Ny

As a member of the Law Firm group Account Opening - banking, credit & investment products, managed a team of 4 account opening specialists.

Jun 2003 - Nov 2005
2 education records

Kevin J. Sugrue education

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What is Kevin J. Sugrue's role at their current company?

Kevin J. Sugrue is listed as Senior Vice President / Business Manager.

Where is Kevin J. Sugrue based?

Kevin J. Sugrue is based in Greenwich, Connecticut, United States.

What companies has Kevin J. Sugrue worked for?

Kevin J. Sugrue has worked for Citi and Citi Private Bank.

How can I contact Kevin J. Sugrue?

You can use AeroLeads to view verified contact signals for Kevin J. Sugrue, including work email, phone, and LinkedIn data when available.

What schools did Kevin J. Sugrue attend?

Kevin J. Sugrue holds Mba, Management from Fordham Gabelli School Of Business.

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