Matthew Coelho
Senior Vice President - North America Client Experience at Citi | Miami, Florida, United States
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Matthew Coelho serves as the Senior Vice President of North America Client Experience at Citi, where he plays a pivotal role in enhancing the client journey within the Commercial Banking sector. With a strategic mindset honed through years of experience in financial services, Matthew is dedicated to transforming client interactions into meaningful partnerships that drive business growth. His hands-on leadership style and self-starter attitude empower him to effectively collaborate with Sales & Coverage teams, ensuring that the voice of the North America Commercial Banking clients is heard and prioritized across the organization.
In his current role, Matthew is instrumental in identifying and addressing client needs through regular engagement with Commercial Banking clients. He leverages his strong client service skills and deep understanding of financial products to uncover opportunities for growth and innovation. His expertise in program management and operations management enables him to streamline processes and enhance service delivery, ensuring that clients receive timely and effective solutions.
Matthew’s commitment to regulatory compliance and risk management is evident in his approach to business continuity planning and compliance testing, particularly in the context of Dodd-Frank regulations. By fostering a culture of compliance and operational excellence, he not only mitigates risks but also builds trust with clients, reinforcing Citi's reputation as a leader in the financial services industry. Through his strategic initiatives and focus on client experience, Matthew Coelho continues to drive transformation and deliver exceptional value to Citi's Commercial Banking clients across North America.
Senior Vice President - North America Client Experience at Citi in May 2023 to Present
Executive Director - Digital Payments Strategy at JPMorgan Chase & Co. in September 2019 to May 2023
Executive Director - KYC Solutions at JPMorgan Chase & Co. in July 2017 to August 2019
Vice President - Regulatory Risk & Controls at JPMorgan Chase & Co. in June 2015 to June 2017
Vice President - North American OTC Clearing Projects at JPMorgan Chase & Co. in March 2014 to May 2015
Director, Fixed Income Operations at Morgan Stanley in September 2010 to March 2014
Senior Operations Supervisor, FX at Merrill Lynch in August 2007 to September 2010
Client relationship associate, FX at UBS Investment Bank in June 2006 to August 2007
Fulfillment Coordinator at StarBak Communications in February 2003 to June 2006
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Business Transformation
People Management
Project Management
Program Management
Operational Risk
Leadership
Financial Services
Regulatory Requirements
Fixed Income
Operations Management
Vendor Management
Business Continuity Planning
Management
CRM
Technology Change Management
Compliance Testing
Regulatory Compliance
Dodd-Frank
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Discover more about CitiWhat is Matthew Coelho email address?
Email Matthew Coelho at [email protected]. This email is the most updated Matthew Coelho email found in 2026.
How to contact Matthew Coelho?
To contact Matthew Coelho send an email to [email protected].
What company does Matthew Coelho work for?
Matthew Coelho works for Citi
What is Matthew Coelho's role at Citi?
Matthew Coelho is Senior Vice President - North America Client Experience
What is Matthew Coelho's Phone Number?
Matthew Coelho's phone (305) ***-*226
What industry does Matthew Coelho work in?
Matthew Coelho works in the Financial Services industry.
Matthew Coelho Email Addresses
Matthew Coelho Phone Numbers
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