Citi Research, Director, Business Unit Manager
New York
In this role I consistently delivered exceptional results by effectively leading and executing various initiatives in the financial sector. I have a proven track record of driving operational efficiency, regulatory compliance, and revenue growth.I managed the execution of the Federal Reserve-mandated stress test (CCAR). I worked closely with stakeholders to develop and implement robust methodologies for predicting revenue and expense outcomes in response to external economic stress scenarios, contributing to enhanced risk management and regulatory compliance.In addition, I collaborated closely with Risk, Legal, and compliance teams to ensure absolute compliance with MiFIDII regulatory changes resulting in enhanced functionality and efficiency of the firm's CRM system, client billing processes, and management KPI tracking, ultimately improving overall operational effectiveness.Furthermore, I guided the Operating Committee in developing a strategic pricing policy for 500,000 hours of service and 6 million research report reads. This fostered collaboration among Research Heads from various regions, driving revenue growth while maintaining competitive market positioning.In addition to my strategic accomplishments, I implemented Adobe Web Analytics across the digital publication suite. This empowered data-driven decision-making, allowing for the enhancement of thematic content and streamlined navigation, leading to improved client engagement and satisfaction.Moreover, I have successfully directed and coordinated teams of 30 staff members across multiple locations, including NYC, Toronto, Buffalo, London, and Mumbai. Through strong leadership skills, I fostered a culture of collaboration, innovation, and continuous improvement, resulting in high-performing teams.Achievements: Generated $50 million in cost savings, implementing an unbundling strategy for client commissions, and achieving a 5% increase in revenues, I am well-prepared to excel in a management role.