Providing operational support for Citibank investment portfolios through communications with Borrowers, Agent Banks and Citibank front office to insure proper handling of Citibank held investments. Assigned a high profile portfolio from Global Special Situations Group valued at over $3 billion.

A high impact, high-risk role that monitored and executed capital changes on bank held securities. Required daily interactions internally and externally with clients, legal, custodians, prime brokers, broker-dealers and other vendors.

Originate various types of mortgage leads via networking and direct marketing efforts. Provide creative funding opportunities to match each client’s unique financial situation in concordance with standard lending practices, and procedures.

Increased B2B sales with various clients through successful results and solid business relationships. Enhanced National Account relationships using a team of 4 account managers for some of the largest financial institutions in the world. In one year supervised a national financial marketing campaign resulting in over 6.5 million customer contacts and $8M in revenue. Managed team of 8 responsible for internal and client reporting. Directed the transfer of reporting functions to Europe, including documentation, training, hiring, and senior management coordination. The year-one savings for this project was over $320,000. Successfully organized start-up operations of near offshore call center.

Managed vendor relationships. Analyzed marketing campaigns’ profitability and recommended marketing opportunities.Increased yearly revenue by over $4 million.

Managed all aspects of client services such as client relationship, reporting results, timely campaign approval, forecasting revenue, cost management, and recommending marketing tactics. Directed implementation of marketing through internal telemarketing along with advertising channels. Managed Payroll and Cash Management.

Administered general ledger and financial reporting for two companies that included monthly payroll and financial statement conversions from Canadian to US currency. Audited corporate trust accounts.