Lead development and execution of thought leadership, events, and digital marketing for NAM Private Bank and Western Region. Own end-to-end event management, content strategy, social media planning, CRM-driven targeting, performance/ROI tracking, stakeholder briefings, competitive benchmarking, and compliance coordination. Collaborate with senior leaders, investment teams, and global marketing to drive client engagement and regional growth.

Lead editorial review and compliance for Citi Research publications, ensuring FINRA compliance, quality, clarity, and risk mitigation across written, audio, video, and data formats. Manage editorial workflow, liaise with analysts, product, compliance and technical teams, verify disclosures and tagging, escalate control issues, and apply internal research content guidelines to ensure timely, accurate global distribution.