Senior financial manager with strong technology background. Skilled in strategic planning and creating solutions for financial control problems. Matrix management experience in obtaining cooperation and gaining productivity across multi-cultural business groups. MBA and BE (EE).
EXPERIENCE
CITIBANK PRIVATE BANK – DOMESTIC AND INTERNATIONAL 1980 – 2004
Vice President – Controller Data Integrity
Americas Consolidation Team (2000 – 2004)
Assembled data for traditional banking products as well as derivatives, investments and trusts from varied types of sources creating 200,000 records monthly for master database utilized for disparate cross-border reporting needs. Advised users on all data aspects and reporting intricacies.
· Developed and implemented procedures to create and maintain client data integrity for 6,000+ clients and 100+ Private Bankers.
· Reduced input and process time for USA and Latin American investment products 25% through consolidation and productivity innovations.
· Led team that refined existing and created new procedures. Shortened monthly close by 2 days.
· Wrote and documented regulatory and internal revenue recognition rules for marketing and administrative personnel.
· Trained employees in revenue/expense/headcount protocol to work with master database.
· Created formal investigative procedure for missing revenue items and adjudicated disputes.
Vice President, Marketing Financial Analysis Director
Latin America Private Bank (1992 – 1999)
Directed the planning and analysis for the $250 million generated by the business. Enabled and facilitated the reporting of any restricted data. Communicated in writing and verbally to senior management at the division, group and corporate levels.
· Led rollout of 2nd generation in-country financial/marketing reporting system (1st generation was basis). Added security, account numbers, multiple user data entry and remote access.
· Initiated regular cross-country communication among controller staffs throughout Latin America and Europe such as monthly conference call to improve forecast accuracy.
· Originated annual Latin America controller conference to foster product innovation.
· Managed statistical modeling of client base for strategic planning.
· Created client-level reporting mechanisms in compliance with Swiss confidentiality laws to permit reporting on 700 additional high net worth clients.
· Developed and instituted initial quality control for bankers incentive compensation program.
· Established budget protocol; managed process across countries, consolidated into company wide product lines totaling $250 million in revenue and $125 million in expenses.
· Served as subject matter expert on two division wide technology projects.
KEVIN L. PEGRAM Page Two
CITIBANK PRIVATE BANK (continued)
Vice President, Data Base Manager
Latin America Private Bank (1989 – 1991)
· Researched, designed and built 1st generation in-country financial/marketing reporting system
· Established use of database as creative marketing tool by producing rankings, team profitability, trend changes: leading to optimal personnel allocation and cost reductions.
Asst. Vice President, Financial Analyst
US and Latin America Private Bank (1980 – 1989)
· Developed weekly asset under management change report.
· Recovered $250,000 in lost loans.
· Found and recovered $50,000+ during analysis of portfolio billing system.
· Moved 300+ custody accounts from non-payment status after account review generating revenue of $200,000.
ELECTRONICS ENGINEER, GRUMMAN AEROSPACE 1972 – 1978
Team Leader, Automatic Test Programming (F14)
EDUCATION
MBA, The Wharton Graduate School of Business, University of Pennsylvania
Wharton and COGME Fellowships
BE (EE), City College New York
selected for Naval Applied Science Laboratory Co-op Program
VOLUNTEER ACTIVITIES
The Wharton Business School Club NY, Finance Committee
Interviewer for prospective University of Pennsylvania undergraduates
Fund Raiser Wharton Black MBAs
Volunteer Brooklyn Museum of Art |
