“Patrick was a valued member of my team and helped to drive service quality and the bottom line. In his role as part of the business transformation team at Citicorp Investment Services (CIS), he identified and implemented effective solutions to solve major gaps in CIS’ capability of delivering high quality service and products. His implementation of a contact portfolio management system helped Financial Advisors throughout the US to communicate with our clients on a more timely and personal basis. The implementation of a financial planning platform supported our shift to a more consultative, client centric sales approach, driving better portfolio management and influx of new assets, driving rep productivity to industry leading levels. In creating and managing a mobile training team of 9 people, Patrick helped increase system adoption and demonstrated good leadership skills.”
Patrick Andersen
New York City Metropolitan Area
18K followers
500+ connections
About
With over 15 years of hands-on experience as a senior program/project manager, Agile…
Activity
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View my verified achievement from Project Management Institute.
View my verified achievement from Project Management Institute.
Shared by Patrick Andersen
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Men who say, "I'm not part of the problem", that may well be true but ...You can still be part of the solution. I post this same message, every…
Men who say, "I'm not part of the problem", that may well be true but ...You can still be part of the solution. I post this same message, every…
Liked by Patrick Andersen
Experience
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International Committee for Missing and Exploited Children
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Education
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Northwestern University
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Focus on analyzing and leveraging networks, using new open-technologies and systems to innovate, engage online stakeholders, and address organizational issue.
My core project focused on implementation of contact portfolio management systems in a large financial services company and served as a basis for the implementation of the first contact portfolio management solution in Citicorp Investment Services. -
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Activities and Societies: Babson Student Federal Credit Union Personnel Director Babson International Fair Marketing Director
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Lectures: Japanese History; Japanese Culture; Japanese Business; Comparison of international Systems; Japanese Politics; Micro Management; Japanese Economy and Toyota Production System
Field Studies: Roland; Toyota Motor Co.; Murata Machinery LTD; Suntory LTD; DAIEI; Jetro amd Keizai Hoho Center.
Licenses & Certifications
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Series 7 – General Securities NYSE/NASD Registered Representative
NASD OTC Securities Exchange
Issued Expires -
Series 24 – General Securities NYSE/NASD Supervisory Principal
NASD OTC Securities Exchange
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Series 63 – Uniform Securities Agent State Law Examination
NASD OTC Securities Exchange
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Volunteer Experience
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Light the Night Captain Citibank CT
The Leukemia & Lymphoma Society
- Present 15 years
Health
Drove the area to gain 800% more in charitable contributions prior year
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Citibank Inner City High School Liaison - Sullivan High School - Chicago
Chicago Public Schools
Education
Secured a Citibank $30,000 grant for a reading lab.
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Board Member
New Haven Youth Coalition
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Children
Coalition of 26 youth serving agencies in the New Haven Area,focused on facilitating the coordination of resource across member agencies and the advocacy of youth related issues.
Publications
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Opportunities & Challenges for Effectively Using Cloud Computing at Citibank
Citibank White Paper
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Practical and Effective Project Management in a Multicultural World
Citibank White Paper
Honors & Awards
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Citistar Star Player Award
Citibank
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Citi Stars Corporate Quality Award – 3rd Quarter 2013
Citibank
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Citi Stars Corporate Quality Award – 2nd Quarter 2006
Citibank
Languages
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English
Native or bilingual proficiency
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French
Native or bilingual proficiency
Organizations
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PMI NY Chapter
member
Recommendations received
4 people have recommended Patrick
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Pararescueman Sgt. Mike Maroney was recently reunited with a girl he saved 10 years ago during Hurricane Katrina. The emotional reunion highlights…
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View my verified achievement from Project Management Institute.
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Please join me in congratulating Doug McPherson and Dean Ridgway from The McPherson Ridgway Group for being named to the 2024 Forbes “Best-in-State…
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I am happy to share that I have been promoted to Director. Grateful to colleagues, teammates and managers past and present for their support in my…
I am happy to share that I have been promoted to Director. Grateful to colleagues, teammates and managers past and present for their support in my…
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