Darrell Panozzo
New Braunfels,TX
Summary
Strategic | Ethical | Leadership Accomplished senior executive leader with proven success in developing, implementing and optimizing business processes to enhance long-term profitability. Astute leader with strategic mindset demonstrated over [Number]-year [Industry] career. Collaborate cross-functionally on large-scale initiatives to meet dynamic industry challenges.
Overview
23
23
years of professional experience
Work History
Senior Vice President
CITIGROUP, Inc.
San Antonio, TX
01.2017 - 08.2022
- Served as the Business Product Owner for the Money Guide Pro integration for Citi Personal Wealth Management
- Worked seamlessly with Money Guide Pro (MGP) on developmental and integration solutions including SSO integration, API integrations, PII sensitive data sharing, and business disclosure requirements
- Managed the Salesforce Development cycle related to MGP Integrations
- Held Salesforce grooming sessions for feature enhancements
- Turned feature enhancements into viable user stories for development efforts
- Responsible for the prioritization of feature development
- Led efforts for Financial Planning adoption with Citi Personal Wealth Management (CPWM) Financial Advisors
- Obtained the business requirements for the MGP integration and managed the development cycle
- Led internal training sessions with Financial Advisors on the CPWM Salesforce Financial Planning process
- Led internal training sessions with Financial Advisors on Money Guide Pro’s process and functionality
- Created and maintained Salesforce Dashboards for the Financial Advisors and for CPWM Leadership team.
Vice President
CITIGROUP, Inc.
San Antonio, TX
01.2008 - 01.2017
- Led a diverse team of experienced Financial Advisors providing investment advice to 190,000 Funded Households with approximately $7,400,000,000 AUM
- Led the National Investor Center team to explosive growth across key business drivers
- During my tenure, annual production for new accounts increased by 263%, annual production for new assets has increased by 982% and annual production for Advice Interactions has increased by 209%
- Selected as Committee Chair for the San Antonio Culture Engagement Team
- Provided feedback, coaching and overall development guidance to Financial Advisors using Professional Selling Skills (PSS) and the Art of Discovery (AOD) programs
- Since 2009, our team has converted over $1,700,000,000 in new investor money through strategic partnerships, sales efficiencies, and asset consolidation
- Assumed Management and Leadership capabilities over the Remote CitiGold Relationship Managers for Citibank’s mass affluent clientele
- Represented the National Investment Center by communicating our core values and product offerings through live presentations and conference calls to local and national audiences
- Developed, implemented, and managed sales campaigns directed at opportunities identified by ongoing analysis of client profile and product trends which dramatically improved outreach campaign efficiencies and conversion percentages
- Developed the inbound sales strategy POI, Potential Opportunity Identified, which now drives 19% of our Front-End revenue
- Developed internal partnerships with 900+ Citibank branches, US Citi Call Centers, Citi Mortgage and Citi Cards to drive referrals for organic client growth
- Developed and automated various reports utilizing Excel VBA (Visual Basic) and SFDC (Salesforce.com) Admin functionality which provided real–time analysis, formatting, and distribution to business stakeholders on demand
- Developed a comprehensive FA compensation program which drives our business metrics without creating a conflict of interest in our recommendations
- Developed the FA Scorecard which tracks real time performance, historical trends, peer ranking and prorated goal performance in real-time
- Developed a New Account Process which saves an average of 40 minutes per account
- Reinvesting this time back into the business, NIC Front End Revenue increased 74% since implementation
- Established robust business analytical reports tracking revenue and expense trends and utilized advanced forecasting strategies to identify potential risks and opportunities
- Promoted to Risk Control Officer (RCO) for the National Investor Center in 2013
- Exceeded Client SAT and NPS goals during 2011, 2012, 2013, 2014, 2015 & Q1-2016.
AVP Client Development
CITIGROUP, Inc.
San Antonio, TX
02.2007 - 01.2008
- Orchestrated proactive communication to clients ensuring the acceptance of a changing business strategy and driving growth within this segment of clients.
Client Development Manager
CHARLES SCHWAB CORPORATION
Austin, TX
03.1999 - 06.2004
- Directed all outbound/inbound sales
- Exceeded sales quotas in 2002, 2003 and Q1, 2004
- Created and implemented yearly business plans
- Negotiated and closed multimillion dollar deals
- Produced and monitored internal Policies and Procedures compliant with NASD, SEC and the NDNC List
- Analyzed daily department sales reporting numbers.
Education
BBA - Finance
Stephen F Austin State University
Nacogdoches, TX12-1997
Skills
- Leadership
- Client Service
- Business Strategy
- Management
- Asset Allocation
- Process Improvement
- Technology
- Investment Theory
- Relationship Management
- Strategic Goals
- Operations Management
- Marketing Expertise
- Corporate Communications
- Innovation Management
- Public Speaking
- Revenue Generation
- Customer Support
- Operational Excellence
- Financial Acumen
- Organizational Development
- Staff Development
- Process Improvements
- Product Management
- Business Development
Websites
Education Certifications
- STEPHEN F. AUSTIN STATE UNIVERSITY, Nacogdoches, TX, Bachelor of Business Administration (BBA), Finance, 1993, 1997
- REGISTERED OPTIONS PRINCIPAL - License: Series 4, 07/2002
- GENERAL SECURITIES REPRESENTATIVE - License: Series 7, 06/1998
- GENERAL SECURITIES SALES SUPERVISOR - License: Series 9, 10/2007
- GENERAL SECURITIES SALES SUPERVISOR - License: Series 10, 07/2007
- GENERAL SECURITIES PRINCIPAL - License: Series 24, 03/2000
- MUNICIPAL SECURITIES REPRESENTATIVE - License: Series 52, 02/1998
- UNIFORM SECURITIES AGENT STATE LAW - License: Series 63, 03/1998
- UNIFORM COMBINED STATE LAW - License: Series 66, 05/2007
- INSURANCE - General Lines- Life, Accident, Health & HMO, 04/2014
Timeline
Senior Vice President
CITIGROUP, Inc.
01.2017 - 08.2022
Vice President
CITIGROUP, Inc.
01.2008 - 01.2017
AVP Client Development
CITIGROUP, Inc.
02.2007 - 01.2008
Client Development Manager
CHARLES SCHWAB CORPORATION
03.1999 - 06.2004
BBA - Finance
Stephen F Austin State University
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