Megan Sullivan serves as the Next Generation Program Lead (VP) at Citi Private Bank, where she spearheads innovative strategies aimed at engaging and retaining millennial entrepreneurs, investors, and successors. With over nine years of experience in the financial industry, Megan has honed her expertise in...
Megan Sullivan serves as the Next Generation Program Lead (VP) at Citi Private Bank, where she spearheads innovative strategies aimed at engaging and retaining millennial entrepreneurs, investors, and successors. With over nine years of experience in the financial industry, Megan has honed her expertise in product management and business analysis, allowing her to effectively navigate the complexities of wealth management in a rapidly evolving landscape. In her current role, she is dedicated to creating tailored programming that not only addresses the unique needs of younger clients but also fosters a sense of community and belonging among them.
One of Megan's key projects involves establishing robust relationships with internal stakeholders—such as bankers, investment advisors, and compliance teams—to identify and promote new communication channels and programming tailored for the next generation. By leveraging her skills in strategic planning and digital marketing, she has successfully developed consistent global processes that enhance next-generation engagement, ensuring that family wealth is retained and effectively transitioned after inheritance.
Megan’s adeptness in data analysis and relationship management enables her to glean insights that inform her strategies, making her a pivotal figure in Citi's efforts to modernize its approach to private banking. Her commitment to volunteer management and teaching further underscores her passion for empowering the next generation of wealth holders, equipping them with the knowledge and resources necessary to thrive in an increasingly complex financial world. Through her innovative initiatives, Megan is not only shaping the future of private banking at Citi but also setting a benchmark for industry practices in engaging younger clients.
