Sources, evaluates, diligences, and executes investments in enterprise and fintech startups, with a focus on AI. Develops financial models, investment materials, and deal memos; builds thought leadership on emerging financial-services technologies; and supports portfolio-company growth through Citi partnerships, strategic introductions, and post-investment guidance. Collaborates with senior internal stakeholders, presents industry insights, attends ecosystem events, and maintains compliance with Citi policies and applicable regulations.

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.