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Ronnie Terry

@ronnieterry

I lead enterprise change and digital transformation programs that improve onboarding, delivery speed, and client outcomes.

United States

Message

At Citi, I lead enterprise client onboarding and digital platform delivery across the Execution Data Office, governing a $27M annual program budget and global resources across Product, Technology, Operations, and Risk.

I've delivered 3,000+ annual technology enhancements, improved delivery cycle time by 20%, raised client satisfaction by 22%, and automated onboarding testing to save 20,000 MTPs and avoid $800K annually. Previously at JPMorgan Chase, I established six transformation initiatives that reduced onboarding cycle time by 33% and improved operational efficiency by 37%.

I bring 15 years of experience connecting strategy, stakeholder alignment, risk management, and process optimization. My background also includes managing $50B treasury portfolios, growing client relationships, developing teams, and turning complex operational challenges into measurable results.

Experience

Work history, roles, and key accomplishments

Current

SVP, Program Lead, Master Reference Data

Current

Citi

Jul 2021 - Present (5 years 3 months)

Led enterprise client onboarding and digital platform delivery across Citi's Execution Data Office, governing a $27M annual program budget and 10 direct reports. Executed 3k+ annual technology enhancements, improving delivery cycle time by 20% and client satisfaction by 22%.

Program Management Change Management Agile Scrum Jira Zephyr Stakeholder Engagement Budget Management Process Optimization Digital Transformation

Global Change Manager, Client Reference Data

JPMorgan Chase & Co.

Jul 2018 - Jul 2021 (3 years)

Led enterprise transformation initiatives for client onboarding modernization and operating model redesign, guiding 5 direct reports and influencing a $7M program budget. Established six transformation initiatives that reduced onboarding cycle time by 33% and improved operational efficiency by 37%.

Change Management Program Management Process Optimization Stakeholder Engagement Training Communication Skills KPI Reporting Risk Management

AVP, Account Manager of Customer Service, Treasury and Trade Solutions

Citi

Nov 2016 - Jul 2018 (1 year 8 months)

Managed a $50B portfolio of Platinum tier enterprise accounts, including ExxonMobil and Kraft Heinz, within Treasury and Trade Solutions. Sustained 99% client satisfaction and 25% retention, generating $2M in annual fee income and $2.5M in incremental revenue.

Customer Relationship Management Account Management Customer Service Consultative Selling Root Cause Analysis Team Leadership

Senior Financial Analyst

JPMorgan Chase & Co.

Jul 2014 - Nov 2016 (2 years 4 months)

Promoted to Senior Analyst and Team Lead within one year, generating $9M in business value through strategic client relationships and financial analysis. Implemented Global Directive Tracking, increasing team productivity by 50%.

Financial Analysis Customer Relationship Management Documentation Workflow Management Team Leadership

Relationship Banker and Private Trust Associate II

M&T Bank / Wilmington Trust

Apr 2007 - Jul 2014 (7 years 3 months)

Achieved top sales performance across Delaware, generating $2.2M in annual balance growth through consultative sales and strategic relationship management. Managed and mentored relationships across 100 private wealth accounts totaling $1.2B in assets.

Consultative Sales Relationship Management Private Wealth Cash Management Payment Solutions Customer Retention