Lloyd Clark Email & Phone Number

Georgia, United States

Working now within office of Citi's U.S. Retail Bank's Chief Operating Officer and focused on overall vendor strategy in the US. Accountable for direct business results and advice on operations of USRB core businesses, including Wealth, Retail Bank, Small Business and partnership with Mortgage.Focus of the COO is driving high performance in the U.S. Retail Bank and Mortgage organization, partnering across the business and functions to ensure alignment and progression of strategic priorities, to provide analytical insights, project and transformational change support and operational control expertise to the broader organization.

Long Island City - Telecommuter

Responsible for development and implementation of CWM's digital transformation including esignature, digital communication and artificial intelligence framework, as well improvements to day-to-day adviser technology infrastructure.

Leading team of operational and technology professionals supporting California, Nevada, Florida and IPB US Wealth Markets

Long Island City, Ny

Planning, development and integration of targeted initiatives to improve the overall operating platform of Citi Personal Wealth Management for Financial Advisors and their clients nationwide.

San Antonio, Texas Area

Supported the planning and implementation of operations and strategic initiatives for Citi Personal Wealth Management, NIC - a division with 250K HH's and over $6 Billion in assets. 15 years experience in Financial Services, primarily Investment Advisory Services. My past experience includes 7 years as Investment Advisor to Hi-networth Clients (60MM portfolio), Senior Advice Manager and founding member for Financial Life Services, aka "myFi" from Smith Barney. I currently hold Series 7, 63, 65, 9, 10, Group 1 and AIFA® designation.

Led team of salaried Advisors and CFP's to provide investment planning and portfolio guidance to Mass Affluent clients. During this period I was instrumental to several initiatives to include a CRM build and implementation with Salesforce.com and a strategic initiative with Advisor Software Inc., to implement a proprietary Advisory Trading Platform.

$60 MM portfolio of Hi-Networth clients. Managed all aspects of needs, to include Fee-based business, insurance and annuity planning, Trust and Estates guidance, alternative investments and short term cash management.