As Vice President of Financial Planning within Citi's Personal Wealth Management division, Neil Catapano plays a pivotal role in shaping the future of financial advisory services. With a strong focus on innovation and collaboration, Neil oversees the integration of critical financial planning platforms, specifically Envestnet’s...
As Vice President of Financial Planning within Citi's Personal Wealth Management division, Neil Catapano plays a pivotal role in shaping the future of financial advisory services. With a strong focus on innovation and collaboration, Neil oversees the integration of critical financial planning platforms, specifically Envestnet’s Money Guide Pro and Advicent’s NaviPlan. His strategic leadership has been instrumental in optimizing these applications to enhance user experience and drive significant revenue growth, contributing to an impressive $280 million in Net New Assets.
Neil's expertise in budgeting and financial funding procurement allows him to navigate complex financial landscapes, ensuring that Citi remains at the forefront of the industry. His commitment to risk administration further strengthens the organization’s operational framework, enabling sustainable business growth while safeguarding client interests. By championing strategic initiatives and fostering a culture of excellence, Neil has successfully led teams through transformative projects that not only enhance productivity but also align with Citi's overarching business strategy.
In addition to his technical acumen, Neil excels in leadership communication, effectively articulating vision and strategy to diverse stakeholders. His skills in business case preparation, contract negotiation, and product development are critical in driving project delivery and ensuring that Citi's financial planning services meet the evolving needs of clients. As a licensed executive leader in Financial Services, Neil Catapano continues to exemplify the principles of innovation and excellence, making a lasting impact on the financial planning landscape at Citi.
