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Lisa Schwartz Email & Phone Number

Technology Transformation Principal at Citi
Location: New York, New York, United States 7 work roles 3 schools
1 work email found @cleinman.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email l****@cleinman.com
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Current company
Role
Technology Transformation Principal
Location
New York, New York, United States
Company size

Who is Lisa Schwartz? Overview

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Quick answer

Lisa Schwartz is listed as Technology Transformation Principal at Citi, a company with 10 employees, based in New York, New York, United States. AeroLeads shows a work email signal at cleinman.com and a matched LinkedIn profile for Lisa Schwartz.

Lisa Schwartz previously worked as President at Xpense Management Consulting, Llc and Chief Excellence Officer at Cleinman Performance Partners. Lisa Schwartz holds Bachelor Of Arts - Ba, Psychology from The Ohio State University.

Company email context

Email format at Citi

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{first_initial}{last}@cleinman.com
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AeroLeads found 1 current-domain work email signal for Lisa Schwartz. Compare company email patterns before reaching out.

Profile bio

About Lisa Schwartz

➠ I am a high-energy operational leader adept at guiding growth and global change through transforming enterprise-wide processes. I bring both a wide-angle lens and an eye for detail in developing the talent and the digital pathways that move businesses forward. ➠ My background includes deploying strategic initiatives and thought leadership for the range of Fortune 500 finance giants to scalable startups – all seeking to improve cost transparency and client focus. My diverse experience and organizational vision allow me to spot inefficiencies and the potential for better utilizing people, platforms, and programs to align with company values and growth goals. ➠ Whether serving as a consultant, a team leader, or a director, I have created a can-do culture where courage trumps politics. Offering authentic insights has opened the door to meaningful connections and full-circle opportunities, all of which intertwine to create a capable, trusted executive who consistently delivers.

Current workplace

Lisa Schwartz's current company

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Citi
Citi
Technology Transformation Principal
Mumbai, Maharashtra
Website
Employees
10
AeroLeads page
7 roles · 26 years

Lisa Schwartz work experience

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

Technology Transformation Principal

Current

New York, New York, US

Optimizing management, oversight, and central reporting for Citi's regulatory remediation.➥ Business Intelligence Center of Excellence Lead, converging the community of Program Groups, Tech Sectors, and Lines of Business on a core capability that treats Consent Order data management and reporting as strategic assets.➥ Leads optimization initiatives around.

Sep 2021 - Present

President

Xpense Management Consulting, Llc

I founded this specialty consulting firm, advising clients on a range of business and leadership development possibilities and challenges.➥Analyzed $1B in spend to identify cross-sell opportunities and develop a shared services model across a consortium of owner-operated businesses.➥Coached senior staffers on leadership issues including conflict.

Chief Excellence Officer

Oneonta, New York, US

Recruited to craft and deliver operational efficacy, I manage Client Services, Operations, Information Technology, Project Management, Product Management, and Business Reporting. In being tasked with systemizing processes and building an operating system to chart progress, I had to first create the technology pathway to the pulse of the organization.

Sep 2017 - Sep 2021

Chief Financial Officer Project Manager (Director)

Newark, New Jersey, US

In this role I planned and executed the on-time, on-budget, and within-scope completion of multiple large and complex strategic programs and process improvement initiatives of significant scope, complexity, and financial impact spanning business lines.➥Automated a $100M/month retirement participant reimbursement reconciliation process.➥Orchestrated the.

2014 - 2016 ~2 yrs

Expense Manager & Head Of Cti Global Business Office (Director)

New York, New York, US

I was recruited this position to leverage my Credit Suisse insights in establishing an expense management department. I optimized global-scale business reporting, budgeting, and human capital management. I highlighted opportunities and risks, coordinated activities, and linked capabilities across functions to capture the full benefit of integrated global.

2011 - 2013 ~2 yrs

Finance Cost & Business Analytics Efficiency Manager (Director)

Zurich, CH

In this role I drove expense management, developing the Shared Services group and improving spending visibility. I led analysis of expenses, drivers, trends, and the market to better understand spend, synthesizing and communicating the data behind the numbers. Focusing on insights while highlighting potential risks and savings, I partnered with functional.

2008 - 2011 ~3 yrs

Chief Administrative Officer/Head Of Business Process Management Center Of Excellence (Vp)

New York, NY, US

Here as a member of the Merrill Lynch Technology Architecture Board, I defined the Technology Architecture Roadmap and Blueprint and managed strategic projects and processes. I captured issues and action items for resolution, working through to implementation. ➥ Working across the street from the World Trade Center on 9/11, did search and rescue on the.

2000 - 2008 ~8 yrs
Team & coworkers

Colleagues at Citi

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

3 education records

Lisa Schwartz education

Bachelor Of Arts - Ba, Psychology

The Ohio State University

Global Management Experience Program

Harvard Business School

Accounting/Valuation, Budgeting, Financial Management & Corporate Finance

Merrill Lynch University
FAQ

Frequently asked questions about Lisa Schwartz

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

What company does Lisa Schwartz work for?

Lisa Schwartz works for Citi.

What is Lisa Schwartz's role at Citi?

Lisa Schwartz is listed as Technology Transformation Principal at Citi.

What is Lisa Schwartz's email address?

AeroLeads has found 1 work email signal at @cleinman.com for Lisa Schwartz at Citi.

Where is Lisa Schwartz based?

Lisa Schwartz is based in New York, New York, United States while working with Citi.

What companies has Lisa Schwartz worked for?

Lisa Schwartz has worked for Citi, Xpense Management Consulting, Llc, Cleinman Performance Partners, Prudential Financial, and Credit Suisse.

Who are Lisa Schwartz's colleagues at Citi?

Lisa Schwartz's colleagues at Citi include Cathy Travaglia, Pmp, Mba, Msmis, Itil, Kara Sprague, Rajeshwar Ts, Sara Aschheim, and Jainish Pachchigar.

How can I contact Lisa Schwartz?

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

What schools did Lisa Schwartz attend?

Lisa Schwartz holds Bachelor Of Arts - Ba, Psychology from The Ohio State University.

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