Consulting - Product Owner And Project Manager
Galvanized Momentum
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Patrick Andersen Email & Phone Number
Consulting - Product Owner and Project Manager
at
Galvanized Momentum
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area 203
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Current company
Galvanized Momentum
Role
Consulting - Product Owner and Project Manager
Location
New York City Metropolitan Area, United States, United States
Who is Patrick Andersen? Overview
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Quick answer
Patrick Andersen is listed as Consulting - Product Owner and Project Manager at Galvanized Momentum, based in New York City Metropolitan Area, United States, United States. AeroLeads shows phone signal with area code 203 and a matched LinkedIn profile for Patrick Andersen.
Patrick Andersen previously worked as Corporate Partnership - Product Manager Consultant at International Committee For Missing And Exploited Children and Project Manager at Charter Communications. Patrick Andersen holds Certificate, Artificial Intelligence: Business Strategies And Applications from University Of California, Berkeley, Haas School Of Business.
Profile bio
About Patrick Andersen
With over 15 years of hands-on experience as a senior program/project manager, Agile product owner, and Scrum Master in the global financial sector (most notably at Citibank), I specialize in driving complex projects to deliverdigital transformation and operational excellence. I excel in executing complex, high-visibility initiatives centered on product development, process enhancement, and systems optimization, leveraging Agile methodologies and best practices.Throughout my career, I've honed a skill set enabling me to drive vision, formulate strategies, establish robust processes and governance frameworks, and uphold stringent quality standards for enterprise projects spanning application development, systems integration, process refinement, and infrastructure enhancement. I also excel in advising and influencing executive leaders, leading onshore and offshore teams, and fostering seamless collaboration in complex, matrixed environments. Career Highlights:• Led the implementation of the Salesforce Lightning CRM and Avoka account opening platforms across Citi Wealth Management and Citi International Personal Banking, in addition to analyzing and updating 200 critical business processes across Citi’s US Retail Bank. • Spearheaded the development and end-to-end implementation of a financial planning tool across Citibank US, delivering 22% growth in product and service cross-sell, a 10% reduction in attrition, and a 3.4% increase in client balances.• Directed a 17-member team and managed P&L of Citibank’s largest branch in Connecticut ($750M+ in AUM), driving new business development and client engagement strategies and programs to rank #2 nationally in revenue generation in October 2008.• Drove the implementation of SunGard CRM and Advice America financial planning platforms for Citi’s Personal Wealth Management organization, supporting 650+ brokers across the US and generating 24K financial plans that drove $49M in revenue.• Executed the mass affluent banking program as well as the Citibank Visa student program (growing new Citibank Visa credit cards by 20% in 3 years) and the Visa card branch sales incentive program (growing in-branch card sales by 70%) for Citibank Belgium.
Listed skills include Management, Financial Analysis, Banking, Financial Services, and 17 others.
Current workplace
Patrick Andersen's current company
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Galvanized Momentum
15 roles
Patrick Andersen work experience
A career timeline built from the work history available for this profile.
Corporate Partnership - Product Manager Consultant
Current
International Committee For Missing And Exploited Children
- Developed strategies for acquiring funding corresponding to target companies that publicly state ESG and CSR goals
- Developed an educational program that would help address the route cases of children going missing and being exploited.
Jul 2024 - Present
Project Manager
- Created an onboarding playbook for Data Privacy Business Integration Team
- Compiled detailed data privacy strategy workbook including state-by-state legal and compliance
- Performed detailed analysis on data privacy complaint response process.
Jun 2023 - Aug 2023
Project Manager - Product Owner – Investment Banking Mobile, Web And Document Management Solutions
- Led the end-to-end development and delivery of leading-edge technology solutions, using Agile Scrum methodologies to streamline and accelerate the product/project life cycle and ensure timely completion.
- Collaborated cross-functionally refine product vision and define comprehensive requirements that informed the creation of user stories and product development strategies aligned with evolving customer needs.
Feb 2022 - May 2023
Senior Project Manager - Product Manager
- Spearheaded the implementation and adoption of the Salesforce.com Lightning platform across Citi Wealth Management and Citi International Personal Banking, ensuring seamless execution and user adoption.
- Managed the project lifecycle, including authoring user stories, overseeing implementation, conducting testing, and facilitating training on Salesforce.com Lightning functionalities.
- Compiled and curated materials for recurring internal executive meetings (including weekly and monthly forums), ensuring accurate and informative content for executive decision-making and project tracking.
Mar 2018 - Aug 2021
Business Development - Financial Services Vertical
- Expanded Ampool's presence in the financial sector by executing targeted outbound sales initiatives (including trade shows, direct mail campaigns, on-site presentations, and proactive phone outreach).
Aug 2017 - Mar 2018
Senior Vice President Business Development
- Drove the business case for the implementation of the Salesforce.com Lightning CRM and Avoka account opening platforms for the Consumer Bank organization.
- Functioned as the Regional Lead overseeing the One Process Global Process Review, partnering with Citi's Global Process Architects to analyze and modernize end-to-end business processes in the US Retail Bank.
- Acted as the Subject Matter Expert for Truth in Savings (TISA) items during the 2016 Consumer Financial Protection Bureau (CFPB) audit of Citibank NA, ensuring compliance and accuracy in the assessment process.
Apr 2016 - Mar 2017
Senior Vice President – Global Product Owner
- Directed all product/program management, solutions delivery, and change management efforts for the Performance Management, Account Opening, Lead Management, and Financial Planning platforms.
- Facilitated cross-departmental collaboration to drive implementation of a future state compensation and metrics platform utilizing Cognos, benefiting both the US Retail Bank and Banamex in Mexico.
- Drove the implementation of a comprehensive global financial planning tool for Citibank US, streamlining financial operations and processes to support product/service upsells and growth in client balances.
Jun 2010 - Mar 2017
Branch Manager Vice President
- Managed banking, brokerage, and insurance sales as well as client engagement, P&L management, and day-to-day operational management for Citibank's largest Connecticut branch.
- Guided and supervised branch teams to sell and service a range of consumer and commercial bank products, including cash management, savings, deposits, loans, and credit cards.
- Strategized and executed new business development and operational scaling initiatives, including launching 2 new branches and employing networking tactics to establish a foothold in previously untapped markets.
May 2006 - May 2010
Project Manager - Citi Personal Wealth Management
- Transformed business operations across Citi Personal Wealth Management through change management strategies, including implementing the SunGard CRM and Advice America Financial Planning platforms.
- Trained 650+ brokers to adopt consultative sales practices through effective utilization of the Sungard CRM and Advice America financial planning platforms.
May 1998 - May 2006
Project Manager - Assistant Vice President - Citibank Opperation
Responsible for tax reporting and filings for Citigold, Citibank’s mass affluent client base.Managed the re engineering of the Citigold statement to conform to NYSE Rule 409.
Sep 1997 - Apr 1998
Assistant Vice President – Product Manager - Citibank North America Marketing
- Streamlined tax reporting and filings for Citibank's mass affluent clients while reengineering Citigold statements, leading service quality enhancement, and managing referral programs that yielded 2.6K+ new affluent.
Sep 1996 - Aug 1997
Citigold Product Manager - Assistant Vice President - Citibank Belgium Marketing
Directed the launch of Citigold mass affluent banking program in Belgium, including product development, multi-lingual collateral development and promotions
Sep 1994 - Aug 1996
Product Manager - Citibank Belgium Cards Product Group
Launched the Citibank VISA Belgian student acquisition program. Within three years this program accounted for 20% of new Citibank VISA cards in BelgiumImplemented the customer referral program, generating over 2% lift in new VISA accountsOversaw branches VISA incentive program. Achieved 70% increase-branch VISA salesResponsible for marketing ACCOR hotel.
Dec 1992 - Aug 1994
Management Associate
Assisted in promoting bankcard sales in 130 Debartolo and Melvin Simon shopping mallsSuccessfully completed the European Management Associate Integration Training Program
Feb 1990 - Jan 1992
7 education records
Patrick Andersen education
Certificate, Artificial Intelligence: Business Strategies And Applications
University Of California, Berkeley, Haas School Of Business
Master Of Science In Communication, Leveraging Networks, Using New Open-Technologies And Systems To Innovate
Northwestern University
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Babson College
Bachelors, Business Administration And Management, General
Babson College
Bachelor Of Science, Business Administration And Management, General
Babson College
A Levels History, Politics & French
Millfield School
International Seminar On Japanese Business & Culture, Japaness Business And Management
Sanno University
FAQ
Frequently asked questions about Patrick Andersen
Quick answers generated from the profile data available on this page.
What company does Patrick Andersen work for?
Patrick Andersen works for Galvanized Momentum.
What is Patrick Andersen's role at Galvanized Momentum?
Patrick Andersen is listed as Consulting - Product Owner and Project Manager at Galvanized Momentum.
What is Patrick Andersen's phone number?
AeroLeads has found 1 phone signal(s) with area code 203 for Patrick Andersen at Galvanized Momentum.
Where is Patrick Andersen based?
Patrick Andersen is based in New York City Metropolitan Area, United States, United States while working with Galvanized Momentum.
What companies has Patrick Andersen worked for?
Patrick Andersen has worked for Galvanized Momentum, International Committee For Missing And Exploited Children, Charter Communications, Bank Of America, and Citi.
How can I contact Patrick Andersen?
You can use AeroLeads to view verified contact signals for Patrick Andersen at Galvanized Momentum, including work email, phone, and LinkedIn data when available.
What schools did Patrick Andersen attend?
Patrick Andersen holds Certificate, Artificial Intelligence: Business Strategies And Applications from University Of California, Berkeley, Haas School Of Business.
What skills is Patrick Andersen known for?
Patrick Andersen is listed with skills including Management, Financial Analysis, Banking, Financial Services, Leadership, Sales, Strategy, and Process Improvement.
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