Senior Vice President - Citi Global Wealth, Consumer National Sales
West Whiteland Township, Pennsylvania, United States
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Summary
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Senior
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Michael J is a senior marketing and sales leader with 14+ years in financial services, now serving as Senior Vice President for Citi Global Wealth focused on Consumer National Sales. He blends product marketing, channel strategy, and data automation to build integrated campaigns and award-winning collateral that help advisors win business across SMAs, mutual funds, 529s, VAs and multi-strategy solutions. Known for scaling digital capabilities—Sprinklr, Salesforce Lightning and Marketing Cloud—and for pioneering fact-sheet and presentation automation, he reduces time-to-market while maintaining GIPS-compliant performance reporting. Michael has managed multi-million dollar budgets and led marketing for an SMA business overseeing tens of billions in assets, bringing both tactical execution and executive-level strategic planning. He excels at aligning cross-functional teams through metrics-driven programs and has a track record of translating complex investment products into compelling sales enablement tools. Based in Pennsylvania with roots in hands-on product and data automation, he combines analytical rigor with strong relationship-building to drive measurable revenue outcomes.
14 years of coding experience
17 years of employment as a software developer
Bachelor of Business Administration - BBA Marketing/Marketing Management General, Bachelor of Business Administration - BBA Marketing/Marketing Management General at Pace University - Lubin School of Business
Associate's degree Marketing/Marketing Management General, Associate's degree Marketing/Marketing Management General at Berkeley College
Bachelor of Business Administration - BBA Marketing/Marketing Management General, Bachelor of Business Administration - BBA Marketing/Marketing Management General at Pace University
Course Materials for STA9750 at Baruch College (CUNY)
Contributions:1 PR, 172 pushes, 1 branch in 7 months
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Michael J - Senior Vice President - Citi Global Wealth, Consumer National Sales