Senior Executive Director - Strategic Business Development
Current
Jan 2010 - Present
AeroLeads people directory · profile
Patrick Katz Email & Phone Number
Senior Executive Director - Strategic Business Development
at
IBM Global Process Services
1 work email found
@citigroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Executive Director - Strategic Business Development
Location
New York, United States
Who is Patrick Katz? Overview
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Quick answer
Patrick Katz is listed as Senior Executive Director - Strategic Business Development at IBM Global Process Services, based in New York, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Patrick Katz.
Patrick Katz previously worked as Executive Director - Financial Systems/Business at Morgan Stanley Wealth Management and Director at Citigroup, Global Wealth Management. Patrick Katz holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Cornell University.
Company email context
Email format at IBM Global Process Services
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{first}.{last}@citigroup.com
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AeroLeads found 1 current-domain work email signal for Patrick Katz. Compare company email patterns before reaching out.
Profile bio
About Patrick Katz
Professional with 17+ years expertise combining unique blend of Finance and IT experience to create robust financial reporting and analytic environments. Combine both strategic/tactical IT/Financial expertise with strong qualifications in business development, operations and P&L management. Lead Finance Planning and Analysis team in the design and delivery of cost-effective, high-performance reporting and technology solutions in support of rapid application growth. Successful at building and leading high performance IT & Finance organizations within the Financial Services arena. Record of capturing significant cost reductions through process redesign and performance enhancements. Skilled in all phases of the project life cycle, from initial feasibility analysis and conceptual design through implementation and enhancement. Effective at building culturally diverse, team-centered operating units, with excellent business process and strategy development skills. Customer-centric with the ability to initiate profitable alliances with global vendors and suppliers. Key core qualifications • Financial Systems & Strategic Architecture• Customized Essbase/Hyperion Applications Expert• ERP/Data Warehouse/OLAP and Relational DBs• Business Intelligence Delivery/Development• Financial Modeling/Planning & Risk Management• Strategic & Operational Technology/Business Planning• Emerging Technologies & Enterprise Architectures• Technology Architecture & Integration• Management Reporting Solutions• Situation-Based Global Outsourcing Models• IT Skills Gap Analysis & Performance OptimizationSpecialties: Essbase, Business Objects, QlikView, Profitability Models, Activity/Functional Based Costing, and Business Modeling/Forecasting, Create Strategic Economic Plans and Tactical Execution, Revenue Analysis\Modeling\Planning, Spending Containment\Expense Management, Process Improvement, Pricing Analysis, Risk, Change Management, Investment Products
Listed skills include Cloud Computing, Sales Management, Production Managment, Outsourcing Management, and 6 others.
Current workplace
Patrick Katz's current company
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4 roles
Patrick Katz work experience
A career timeline built from the work history available for this profile.
Executive Director - Financial Systems/Business
- Manage Global Wealth Management Production Essbase Applications / Financial Systems / Data Management- Manage Global Wealth Management Business Line Reporting Environment (Teams: US Wealth Management, Private Wealth Management, Investment Products & Markets, Marketing & Client Experience, and Retail Banking)- Manage offshore reporting team (Budapest)Financial and Strategic support for several businesses, including:* Retirement Services* Global Stock Plan Services* MSSB Marketing* Client Field Services Group* Wealth Advisory Resources - Planning Centers* Client Advisory Center - Focus on accounts < $250,000 AUMs* Special Projects for the CFO of Global Wealth Management, Morgan Stanley Smith Barney* Account fee forecast, reporting and pricing impacts* Management of the GWM Finance Operations Officer and GWM Finance Budget
Jan 2002 - Nov 2009
Director
CFO of GWM InvestmentsFinance and strategic support for Smith Barney and Private Bank Products including:Advisory programs, Managed Accounts, Mutual Funds, Mutual Fund complex with AUMs of $8B+, Alternative Investments, Tailored Portfolio Group (Global Asset Management group with AUMs of $17B+), Insurance, Annuities, UIT, Capital markets & GWM research.
Feb 1998 - Nov 2001
Sr Financial Analyst
Finance support for Global Aviation and Global Shipping Financing and Leasing departments.
Jan 1995 - Jan 1998
1 education record
Patrick Katz education
-
Cornell University
FAQ
Frequently asked questions about Patrick Katz
Quick answers generated from the profile data available on this page.
What company does Patrick Katz work for?
Patrick Katz works for IBM Global Process Services.
What is Patrick Katz's role at IBM Global Process Services?
Patrick Katz is listed as Senior Executive Director - Strategic Business Development at IBM Global Process Services.
What is Patrick Katz's email address?
AeroLeads has found 1 work email signal at @citigroup.com for Patrick Katz at IBM Global Process Services.
Where is Patrick Katz based?
Patrick Katz is based in New York, United States while working with IBM Global Process Services.
What companies has Patrick Katz worked for?
Patrick Katz has worked for Ibm Global Process Services, Morgan Stanley Wealth Management, and Citigroup, Global Wealth Management.
How can I contact Patrick Katz?
You can use AeroLeads to view verified contact signals for Patrick Katz at IBM Global Process Services, including work email, phone, and LinkedIn data when available.
What schools did Patrick Katz attend?
Patrick Katz holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Cornell University.
What skills is Patrick Katz known for?
Patrick Katz is listed with skills including Cloud Computing, Sales Management, Production Managment, Outsourcing Management, Negotiation, Team Management, Wealth Management, and Financial Reporting.
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