Mitch O'Brien Email and Phone Number

● Transformed global operations at Citi, eliminating all ICG backlogs (~6000 DCRMs) within six months by implementing streamlined BAU procedures for Intake, RCA, and Approval phases - optimizing operational efficiency on a global scale● Implemented a standardized BAU data enrichment process across the Intake, RCA, and Pending Approval phases for all of ICG● Reduced the Intake/Pending Approval backlogs by ~98%, increased closures by 178%, and improved RCA data quality by 60%● Partnered with ECDO to define a new data governance framework - setting a minimum data threshold for ICG DCRMs● Assigned analysts to submitters, and provided methodology via email handshake, calls, follow-ups, escalating as needed● Crafted robust and audit-proof workflows supported by proper guidance, documentation, policies, and procedures as per ECDO● Accelerated success via collaboration with DGOs/FCDO/ECDO, ICG LoBs, and across Citi (Finance, Risk, AML, ICRM, PBWM)● Designed executive-level reporting to communicate performance, status, risks, issues, and inventory levels● Delivered multiple CAP projects ahead of schedule and participated in OCC, FRB, and FDIC consent order audits● Formulated multiple enhancements to the ALM system - rejecting DCRMs, data clarity, and utilization of drop-down menus● Led a team of 10 managing data quality issues, allocated work, tracked performance, and served as a point of escalation

● Developed a groundbreaking bottom-up global sales forecasting tool at Moody’s ($3B+ in revenue), providing crucial insights for strategic decision-making - driving sustained business growth through innovative solutions● Directed a team of 10 strategists, orchestrating innovative approaches to drive revenue growth and market penetration● Supported the CRO and GMs - responsible for territory, quota, compensation, and deployment planning● Completed a data governance review of the CRM system, ensuring accurate data management and oversight (120k accounts)● Utilized statistical analysis of structured/unstructured data to improve revenue opportunities and the allocation of resources

● Reported to the Exec-LT (CEO/CFO/COO) - established all investor-facing workflows for the new entity to function post-IPO● Supervised a team of 5 accountants, overseeing financial operations and ensuring accuracy in reporting and compliance● Produced board materials, lenders report, MD&A, and developed competitive intelligence/benchmarking on the industry● Generated forecasts and budgets (monthly, quarterly, annually), including variance analysis, reconciliations, and tracked KPIs

● Guided complete Portfolio Analysis suite growth across the EMEA market, establishing teams in 5 countries● Responsible for positioning, product direction, and partnerships across FactSet's factor analytics offering, quantitative analysistools, multi-asset class risk analytics, and strategic initiatives (market commentary, industry landscaping, workflow alignment)● Oversaw the formulation and execution of a global vision, facilitating business strategies, and driving initiatives through improved market and competitive intelligence functions across institutions, hedge funds, and sovereign wealth funds● Ran the EMEA analytics team, focusing on retention/growth of the user base across Portfolio, Quantitative, and Risk products

● Managed the creation, implementation, and oversight of a new Specialist Support model for analytical, quantitative, and financial modeling offerings, improving client satisfaction scores from 60% to 87% in 8 months, and revenue retention of 97%+● Streamlined and enhanced sales growth, customer retention, and revenue through strategic commercial initiatives, improved processes, and elevated employee expertise - led and motivated 5 managers and 60 seasoned market professionals● Built the Americas Specialist Team, the most productive globally, and collaborated with counterparts in Europe and Asia● Administered a team of advisory and investment management specialists for fixed-income and equity clients● Enhanced the client experience by generating new business opportunities with 2nd-level analytic support from SMEs