CRAIG D’URSO
River Vale,NJ
Summary
Leveraging a decade of professional experience, I have a proven track record of delivering excellence, leading with integrity and a genuine passion for helping others. With a wide-range of experience within financial services, I'm ready to accelerate my career with a new opportunity that allows me to put my passion, creativity and hard work into action.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Asst. Vice President, Client Service Officer
Citi Private Bank
New York , NY
2021.12 - Current
- Collaborate with senior bankers to deliver a seamless client experience by executing complex banking transactions including FX transactions, investment trades, and commercial loan originations.
- Support Private Banking Team by providing exceptional service to our Ultra High Net Worth bank clientele.
- Adhere to all compliance protocol as well as governing bodies affiliated with international funds transfers and loan closings.
- Observed company regulations regarding information security to preserve integrity of client data and financial information.
President
Smiles from Sue Inc.
Rockville Centre , NY
2018.10 - Current
- Manage Board of Directors of a 501(c)3 non-profit organization responsible for making key non-profit decisions and developing fundraising opportunities.
- Created an annual scholarship fund for a graduating high school student, who embodies hard work, and a dedication to giving back to their community.
Asst. Vice President, Wealth Relationship Manager
Citibank N.A
Fresh Meadows , NY
2019.05 - 2021.12
- Develop long-term relationships with Citi's high net worth clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Responsible for managing 1000+ Households and over 450MM in assets by creating referral opportunities to Wealth Team partners to deepen client relationship and increase book of business size.
- Create personalized financial plans for affluent clients to guide them towards there financial goals.
- Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
- Ensure that KYC/AML and other compliance protocols are strictly adhered to and satisfied.
Personal Banker
Citibank N.A
Long Island City , NY
2015.05 - 2019.04
- Citi Leaders in Excellence Award Recipient 2018.
- Maintain strong clientele base by developing customized financial solutions and strategic product recommendations.
- Adhere to all branch compliance and regulatory protocols to comply with internal audit guidelines.
- Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination.
Director of Operations
ROK Health and Fitness
East Rockaway , NY
2012.01 - 2015.05
- Managed and delegated business operations, marketing, financial and HR responsibilities for private health club with 40+ employees.
- Increased club membership by more than 1,000 members through effective sales training, member referral programs, and maintaining best in-class facilities.
- Developed internal and external marketing strategies to strengthen the club’s profit centers, which involved managing social media platforms, mass emails, website content, and print advertisements.
Education
MBA - Finance
Adelphi University, Willumstad Graduate School of Business
Garden City, NYBachelor of Science - Economics And Business Management
Quinnipiac University, Lender School of Business
Hamden, CTSkills
- Proficient in Salesforce
- Financial Services Sales
- Knowledge of HTML, CSS and Javascript.
- Expertise in Intuit Quickbooks
- Microsoft Office
Certification
- Series 6, Series 7, Series 63 and Series 65
- State of New York Certified Notary Public
Timeline
Asst. Vice President, Client Service Officer
Citi Private Bank
2021.12 - Current
Asst. Vice President, Wealth Relationship Manager
Citibank N.A
2019.05 - 2021.12
President
Smiles from Sue Inc.
2018.10 - Current
Personal Banker
Citibank N.A
2015.05 - 2019.04
Director of Operations
ROK Health and Fitness
2012.01 - 2015.05
MBA - Finance
Adelphi University, Willumstad Graduate School of Business
Bachelor of Science - Economics And Business Management
Quinnipiac University, Lender School of Business
- Series 6, Series 7, Series 63 and Series 65
- State of New York Certified Notary Public
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