• SVP - Wealth at Work

    Citigroup (New York, NY)
    …understanding of the Wealth Controllers function as well as ability to work effectively at all levels and partnering with our key stakeholders and other ... functions. **Responsibilities:** + Support the Wealth at Work LFO, Wealth CFO, business head(s) and other senior management with insight and analyses… more
    Citigroup (09/30/24)
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  • Integration Strategy and Operations Director

    HUB International (Boston, MA)
    …integrations and operations to drive innovation and competitive advantage. + Support the SVP -ISO in serving as air traffic controller , issues manager and ... and stakeholder management skills. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven...close action items assigned by the RPW COO or SVP -ISO. + Manage the RPW pre close calls with… more
    HUB International (10/22/24)
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