Wally M. is a seasoned finance leader with 17 years of experience at major institutions including Citi, Bank of America Merrill Lynch, and Goldman Sachs. They hold a CFA charter and an MBA in Finance, specializing in AI-driven portfolio management, capital optimization, and multi-asset risk management on a global scale. Currently serving as a Senior Vice President at Citi, Wally combines expertise in quantitative modeling and predictive analytics to deliver impactful financial insights. Their extensive background includes roles such as Vice President at Bank of America Merrill Lynch and Senior Financial Analyst at Goldman Sachs Ayco Personal Financial Management. Wally earned a Bachelor of Science degree from Rensselaer Polytechnic Institute in 2008.
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