Jeffrey E.

Jeffrey E. currently serves as the Head of North America for Wealth Operations at Citi, beginning in November 2025. Prior to this role, Jeffrey held the position of Director at MUFG from December 2022 to November 2025, where strategic and operational advancements led to a 20% reduction in overhead costs and improved product time-to-market. At MUFG Union Bank from April 2018 to November 2022, Jeffrey enhanced operational excellence and integrated AI technologies, significantly lowering costs and increasing customer satisfaction. Jeffrey's experience includes roles at Barclays, where as Assistant Vice President, successful client management led to a 99% retention rate, and a strong foundation in analytical roles during the early career at firms such as Inter Capital Resources and Smith Barney Citigroup. Educational qualifications include an MBA and an MS in Innovation & Entrepreneurship from the D'Amore-McKim School of Business at Northeastern University and a BS in Business Administration from Marymount Manhattan College.