Maria Contesti

• Led firmwide pricing and revenue optimization strategy across client acquisition and share-of-wallet expansion using competitive benchmarking and market intelligence. • Drove enterprise financials for RIAs and affiliated offices, overseeing KPIs, forecasting, and long-range planning. • Partnered with senior leadership to deliver competitive insights shaping sales strategy and growth initiatives.

• Led Digital Investing business development strategy, partnering with Digital, Marketing, Finance teams and product managers, assessing the full customer journey from ads to page visits, to accounts opened and funded. • Drove end-to-end Wealth Management business strategy, helped improve its value proposition, by restructuring products and services performance and capabilities, clients' brand perception, and by following competitive landscape. • Optimized business budget by focusing on transformational strategies to grow and reposition business.

• Drove Fraud and KYC operations analytics team by examining data, initiatives, and procedures to identify expense savings, set scorecard objectives, and forecast, and improve customer experience. • Partnered with multiple teams across the firm to solve operational issues impacting customers and bank controls. • Led remediation efforts of manual recurrent procedures by automating them or providing alternative solutions.

• Supported product managers by measuring products’ performance, penetration, in addition to identifying growth opportunities. • Led and coordinated monthly business reviews with key stakeholders. Oversaw business dashboard, KPIs, and counseled internal audit, internal business risk, and global Citi teams monitoring performance metrics. • Orchestrated Sales goals exercise, including client acquisition, commissions, and headcount, by modeling business cases, monitoring market analysis, and quantifying sales force characteristics. • Awarded US Consumer Leaders in Excellence Award for leading key strategic initiatives.

• Managed a team that supported Sales organization by assessing performance by team, region, and financial advisors. • Generated insightful analytics for deposits, investments, and lending product managers, increasing cross-sell clients’ penetration by 5% YoY and gross revenues by 10%. • Project managed 3 key complex initiatives, partnering with Finance, Compliance, and Human Resources, that resulted in reduction of the bank's risk exposure, expenses, and increased overall business profitability. • Selected to act as Chief of Staff to Head of Sales, given my sales management engagement and contributions.

• Led the monthly balance sheet review with Global CFO, Treasurer, and other senior finance leaders. • Supervised the Diagnostic Tool by updating businesses plan data, identifying, and manipulating adjustments needed to comply with businesses assumptions, and tested different scenarios by running optimization models. • Oversaw the global balance sheet daily and worked closely with Markets and Consumer businesses, Capital, Liquidity, and Funding Desk teams to optimize the balance sheet forecast process and increase accuracy.

MBA leadership rotational program designed to provide project-based experiences in multiple disciplines: Institutional Clients Group - Treasury, Treasury and Trade Solutions - Controllers, Operations & Technology - Financial Planning & Analysis.

MBA in Finance and Entrepreneurship Awarded Galvani Scholarship. Think Tank Latin American Co-Leader, Country Captain, and Admissions Fellow

Capital IQ Analyzed financial reports and earnings announcements supporting sell-side research firms.

Managed financial reporting and cost oversight for $10M monthly inter-company agreements across 300+ contracts.

Exchange Program in HEC Paris