Associate Vice President | Citi Group | New York City, New York, United States
CITIGROUP • Advise executive teams of global technology clients in relation with debt, equity, M&A, and SPAC offerings through services such as IPO readiness, buy/sell-side mandates, fairness opinions, and valuation and modeling analyses • Lead content creation, planning and execution of lateral hire training program for entire Technology & Communications Investment Banking Group in North America as In-Group Training Lead • Plan logistics and execution of Full-Time Training, Class Talks with Senior Bankers, and Weekly Mentorship Sessions for analysts and associates as Class Ambassador for the Class of 2022 VMWARE • Led 8-member team on core duties of customer advocacy, technology adoption, and delivery excellence • Implemented new consolidated reporting structure to improve project management, deliverables tracking for entire professional services organization and 350+ Enterprise clients • Led M&A technology migration of an acquisition of European competitor by performing gap analysis and developing strategic migration plan within GDPR requirements to reduce integration timelines by 16% • Drove definition of end-user computing roadmap and deployment strategy for VMware’s Fortune 10 clients • Identified improvements in corporate/line-of-business processes and built strong relationships with executive leadership to generate new and extend existing client engagements to drive $5M in per client incremental revenue
