Whitney Jackson Email and Phone Number

Revolutionized the houseplant parent experience in Tampa, Florida, inspiring and empowering over 18k customers to nurture a fulfilling hobby rooted in lifelong growth and improvement. Learned not only what it takes to build and run a profitable retail small business from the ground up, but also what it takes to shut down a business when the expected value is no longer positive. Rooted in customer success, Leafy Luv Affair was voted Tampa's Best Plant Shop in 2021, 2022, and 2023, with over 200 5-star reviews on Google.

Lead a scrum team that launched the first iteration of an Advisor-led digital insurance platform for MassMutual financial advisors. Collaborated closely with financial advisors and UX designers to deliver a modern, engaging and effective client and advisor experience.

Sole Account Manager for Citi's healthcare payments startup business, an award-winning product designed to reduce patient confusion and provide flexible, easy and convenient ways for patients to pay their medical bills online. • Lead relationship manager for our anchor partnership with Aetna along with our 7 flagship healthcare provider clients, including Quest Diagnostics and Hospital Corporation of America. • Serving as the lead champion for our clients, empathizing with their pain and evangelizing their strategic vision and goals to ensure our product roadmap evolves to meet their needs and deliver compelling value. • Delivering exceptional client service through transparent, data-driven reporting on program performance, strategic solutioning to further optimize results, and proactive identification of future business development opportunities.

Product Manager and Evangelist, reporting to the head of Citi’s healthcare payment startup business, an award-winning product designed to reduce patient confusion and provide flexible, easy and convenient ways for patients to pay their medical bills online. In partnership with Aetna, we launched our product nationally on September 2nd, 2014. • Developed and managed a 3-year strategic roadmap for our product, identifying and driving the prioritization of critical technology projects to ensure best-in-class user experience and market leader positioning. • Collaborated with a wide range of stakeholders across technology, testing, operations, sales, marketing, and legal to drive the delivery of a major user experience refresh project ($1M) end-to-end, from drafting business requirements and functional requirements and mocking up wireframes, to performing extensive friendly user testing and a comprehensive post-launch assessment of lessons learned and future enhancement opportunities. • Played a lead role in defining and driving the successful delivery of a $100k consumer interface enhancement project, enabling our product to achieve a minimum viable user experience in order to launch nationally. • Lead relationship manager for our Aetna Healthcare anchor partnership, ensuring joint collaboration on IT execution and future product growth and enhancement opportunities.

Product Manager, reporting to the COO of Citi Enterprise Payments, an innovation incubator arm within Citi spearheading the development and scale of emerging payment technologies in mobile commerce.• Collaborated with product development and technology teams to design, project manage, and launch the ‘3 Citi Wallet’ Near Field Communication (NFC) enabled mobile wallet application in Hong Kong (launched Q4 2013; exceeded subscription targets; includes geo-targeted mobile offers and other value-add services).• Managed communications with joint venture partner, Hutchinson Whampoa, for the ‘3 Citi Wallet’ regarding go-to-market strategy and long-term product roadmap. • Created and delivered a formal pricing proposal and detailed strategy and execution plan in an RFP response to Google in support of their mobile wallet v2.0.• Developed and delivered a business case analysis and pricing proposal for a potential Citi partnership with MCX, a consortia created by some of the leading U.S. retail companies with the goal of delivering a new platform for smartphone-based transactions.

Reported to CAO of Global Custody and Investment Administration Services within Citi's Security and Fund Services Business. Citi Transaction Services is a trusted custodian of over U.S. $12.8 trillion in assets, providing innovative middle and back-office solutions to standardize operational processes for investment manager clients of all sizes around the world. • Drove all levels of management reporting, including product initiatives, risk management, and strategic business reviews. • Collaborated with product CFOs to perform ongoing budgeting, forecasting, and profitability assessments, analyzing financial trends and identifying opportunities to improve profit margin and operating efficiency.

Built target market expansion list, unveiling 760 new potential Spain GTS clients with a total sales volume potential for the top 20% of prospective clients equal to $79 billion. Analyzed current/potential clients, identified opportunities for Citi to implement GTS solutions to enhance clients’ financial performance via optimal cash management. Executed various account openings, entitlements, deal implementation, and due diligence on behalf of clients. Promoted Citi products through new marketing pitch emails.

Licensed to sell Life, Health & Fixed Annuities (2-15). Targeted potential client base, set introductory appointments with individuals, and assisted senior CFP's in implementing financial strategies and planning for clients, exceeding expectations and facilitating long-term client relationships. Participated at in-house meetings on approaches to sales and detailed construction of financial plans and wealth-building modeling, using Levin's unique system of LEAP (Life-time Economic Acceleration Process).