Lloyd Clark Email and Phone Number
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An engaging leader with measurable success delivering WORLD-CLASS CUSTOMER & BUSINESS PROCESS SOLUTIONS, balancing a client-centric philosophy & operational expertise with thoughtful leadership.AREAS OF EXPERTISE:➢ Operations & Performance / Process Improvement➢ Change Management & Business Transformation .➢ Customer & Employee Engagement ➢ Business Development and Revenue Growth➢ Investment Sales/ Sales ManagementI create, develop and contribute to the implementation of innovative strategic initiatives that drive revenue, increase operational effectiveness, reduce risk and improve client satisfaction. I have delivered wins in all phases of process design/ improvement efforts by optimizing the delicate balance between strategic innovation and tactical implementation regarding client experience, employee & stakeholder buy-in, and on-going business operations. My perspective and understanding of the various dimensions of change, all interplay with focus always on the end client experience.
Citi
View- Website:
- citigroup.com
- Employees:
- 201877
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U.S. Retail Bank - Senior Vendor Strategy Lead, SvpCiti Oct 2020 - PresentGeorgia, United StatesWorking 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.
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Senior Vice President - Technology And OperationsCiti Oct 2017 - Oct 2020Long Island City - TelecommuterResponsible 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.
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Senior Vice President OperationsCiti Mar 2014 - Oct 2017Leading team of operational and technology professionals supporting California, Nevada, Florida and IPB US Wealth Markets
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Vice President, Senior Operations Analyst - Personal Wealth ManagementCiti Aug 2012 - Feb 2014Long Island City, NyPlanning, development and integration of targeted initiatives to improve the overall operating platform of Citi Personal Wealth Management for Financial Advisors and their clients nationwide.
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Vp, Customer Service Senior Analyst - Personal Wealth ManagementCiti Jul 2009 - Aug 2012San Antonio, Texas AreaSupported 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.
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Senior Advice ManagerCiti Feb 2007 - Jul 2009Led 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.
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Citigold ExecutiveCiticorp Investment Services Oct 2001 - Feb 2007$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.
Lloyd Clark Education Details
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Human Resources
Frequently Asked Questions about Lloyd Clark
What company does Lloyd Clark work for?
Lloyd Clark works for Citi
What is Lloyd Clark's role at the current company?
Lloyd Clark's current role is U.S. Retail Bank COO - PMO Governance Lead.
What is Lloyd Clark's email address?
Lloyd Clark's email address is ll****@****oup.com
What schools did Lloyd Clark attend?
Lloyd Clark attended University Of The Incarnate Word.
Who are Lloyd Clark's colleagues?
Lloyd Clark's colleagues are Meriussoni Zai, Campbell Patty, Claudia Paez Ruiz, Kun Qian, Sandy Hou, Michelle Culvera, Farah Liyana.
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Lloyd Clark
North Richland Hills, Tx8texhomaland.com, aol.com, yahoo.com, gmail.com, centurytel.net, aol.com, sdlcsoftware.com, texhomalandconsultants.com -
3yahoo.com, idt.com, sulzer.com2 +150352XXXXX
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Lloyd Clark
Washington Dc-Baltimore Area4lloydclark.com, gmail.com, palmettoretina.com, palmettoretina.com5 +144351XXXXX
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Lloyd Clark
Cheyenne, Wy
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