Kitty Chen Email & Phone Number

One Madison Ave

• Member of the 9 person executive management committee of the US Product and Services group encompassing a staff of 800 and an operating budget of $200m in direct cost; group areas included banking products, managed.
• Headed up all aspects of strategic business analysis, process reengineering, mergers and acquisitions, financial reporting, administration, field and client communication, operations, legal, compliance, human resource.
• Coordinated and guided group-wide policy development in accordance with predefined strategic objectives.
• Led in-depth business reviews addressing revenue growth, client needs, competitive positioning, and operational excellence.
• Led integration efforts for 3 major acquisitions. Coordinated efforts in product mapping, and assessments of fee, revenue and transferability. Established guidelines and templates for all communication to clients and.
• Created communication plan and content, and speeches for the Head of P&S US and COO.

• Created strategies, processes and technology solutions to enhance the firm’s ability to improve client experience, acquire new assets and increase Financial Advisor (FA) recruitment:
• Raised the quality and consistency of interactions with clients and prospects by creating a Relationship Management platform designed to help Financial Advisors increase assets. Significant integration with firm-wide.
• Implemented management processes, call center technology, process improvements and training to ensure quality and excellence across 50 service groups.

• Managed the product strategy, user satisfaction, application design, integration, development, and support of the following capabilities:
• Centralized information repository that contained about 20,000 documents and involved 400 publishers.
• Created a new Web-based Research Distribution System.
• Devised a strategy to deliver multimedia content over the firm’s existing branch infrastructure.
• Developed the ability to leverage screen scraping technology and data feeds to compile a consolidated portfolio report for the client including assets from UBS as well as other firms.Implemented a hybrid model of.

• Created the business strategy, obtained funding and agreement from regional groups worldwide, evaluated and selected technology vendors, managed contract negotiations and partnership agreements, created a consulting.
• Successfully created a start-up business with a target five-year revenue of $1B USD. This business included a Customer Relationship Management solution and associated consulting services to enable financial.

Managed a team of consultants to help financial services companies in redesigning business processes and establish strategic initiatives to drive market penetration, profitability and operational efficiency.

Mba, Finance

Ba, Computer Science