“Patrick was a valued member of my team and helped to drive service quality and the bottom line. In his role as part of the business transformation team at Citicorp Investment Services (CIS), he identified and implemented effective solutions to solve major gaps in CIS’ capability of delivering high quality service and products. His implementation of a contact portfolio management system helped Financial Advisors throughout the US to communicate with our clients on a more timely and personal basis. The implementation of a financial planning platform supported our shift to a more consultative, client centric sales approach, driving better portfolio management and influx of new assets, driving rep productivity to industry leading levels. In creating and managing a mobile training team of 9 people, Patrick helped increase system adoption and demonstrated good leadership skills.”
Patrick Andersen
New York City Metropolitan Area
19K followers
500+ connections
About
Strategic transformation leader with deep experience modernizing platforms across banking…
Activity
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Excited to share that I’ve started a new role as Vice President, Embedded Payments at JPMorganChase. I’m based in our new headquarters at 270 Park…
Excited to share that I’ve started a new role as Vice President, Embedded Payments at JPMorganChase. I’m based in our new headquarters at 270 Park…
Liked by Patrick Andersen
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I managed my AI prompts just fine across multiple tools. Until I spent 15 minutes searching for one I built, and in frustration, built it again from…
I managed my AI prompts just fine across multiple tools. Until I spent 15 minutes searching for one I built, and in frustration, built it again from…
Liked by Patrick Andersen
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"Success is not the key to happiness. Happiness is the key to success." – Albert Schweitzer At Recruiting for Growth, we believe that a happy…
"Success is not the key to happiness. Happiness is the key to success." – Albert Schweitzer At Recruiting for Growth, we believe that a happy…
Liked by Patrick Andersen
Experience
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Galvanized Momentum
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Education
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University of California, Berkeley, Haas School of Business
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AI’s current capabilities and applications and its future potential
Organization and management of successful application projects
Risk management in avoiding pitfalls associated with these new technologies -
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Series 7 – General Securities NYSE/NASD Registered Representative
NASD OTC Securities Exchange
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Series 24 – General Securities NYSE/NASD Supervisory Principal
NASD OTC Securities Exchange
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Series 63 – Uniform Securities Agent State Law Examination
NASD OTC Securities Exchange
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Volunteer Experience
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Light the Night Captain Citibank CT
The Leukemia & Lymphoma Society
- Present 17 years
Health
Drove the area to gain 800% more in charitable contributions prior year
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Citibank Inner City High School Liaison - Sullivan High School - Chicago
Chicago Public Schools
Education
Secured a Citibank $30,000 grant for a reading lab.
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Board Member
New Haven Youth Coalition
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Children
Coalition of 26 youth serving agencies in the New Haven Area,focused on facilitating the coordination of resource across member agencies and the advocacy of youth related issues.
Publications
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Opportunities & Challenges for Effectively Using Cloud Computing at Citibank
Citibank White Paper
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Practical and Effective Project Management in a Multicultural World
Citibank White Paper
Honors & Awards
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Citistar Star Player Award
Citibank
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Citi Stars Corporate Quality Award – 3rd Quarter 2013
Citibank
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Citi Stars Corporate Quality Award – 2nd Quarter 2006
Citibank
Languages
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English
Native or bilingual proficiency
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French
Native or bilingual proficiency
Organizations
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PMI NY Chapter
member
Recommendations received
4 people have recommended Patrick
Join now to viewMore activity by Patrick
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We are proud to share that Steven Fleischman, MD, MBA, has been elected the 76th president of the American College of Obstetricians and Gynecologists…
We are proud to share that Steven Fleischman, MD, MBA, has been elected the 76th president of the American College of Obstetricians and Gynecologists…
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