Senior Vice President - Citi Personal Wealth Management
CurrentCapital Markets Product Head- Optimize all aspects of the trading platform responsible for equities, municipal and taxable fixed income, syndicated offerings, options, convertibles, foreign exchange and proprietary structured products.- Analyze competitive offerings and implement novel solutions to ensure CPWM clients have access to the highest quality offers and services in the industry. - Establish new products on the platform (e.g. Donor Advised Funds and Trust Administration Services) and market them to penetrate the mass affluent and HNW channel.