Brian J. Mauney was named Head of Strategy for Citi Latin America in March 2013.
During his nine years with Citi, he most recently held positions in New York as Managing Director, Corporate Strategy from 2011 to 2013, and with the Office of the CEO (2008-2010), where he managed competitive intelligence for delivery of special projects and ad-hoc requests. He conducted deep analysis into the bank’s business sectors, capital allocation, earnings power and value creation, as well as reengineering and expense benchmarking. He prepared presentations to be delivered to the Board of Directors, regulators, leadership off-site conferences, investors, and other constituencies, and helped drive strategic discussions for the CEO Weekly and Monthly business reviews.
During this time, Mr. Mauney analyzed and directed development of five-year business plans for Citi’s most important Emerging Market countries and formulated business review discussion agendas for the Executive Operating Committee, highlighting key strategic issues facing individual countries. He also worked on development of Citi’s three-year strategic plans and budgets. From 2008 to 2009, he worked on diverse projects, including the separation of Citicorp/CitiHoldings, the proposed acquisition of Wachovia, the Fed stress test, and government assistance programs. Previously, from 2003 to 2007, he was Citigroup Bank Analyst, Equity Research, covering mid-cap regional banks and trust banks, and spent two years as a large-cap bank analyst.
From 2007 to 2008 he was Vice President, Financial Institutions Investment Banking with Merrill Lynch in New York, where he provided strategic counsel for relationships with bank managements, presented specific target ideas and related analysis for various regional banks and one large trust bank, analyzed earnings power and identified and presented potential bank acquisition opportunities for private equity firms. He also provided timely analysis of mortgage issues and impact to banks ahead of the financial crisis.
Mr. Mauney also held research positions with JP Morgan from 2000 to 2003 in New York as Associate Bank Research Analyst, Equity Research, focusing on large-cap banks with a focus on regional and trust bank stocks, and was Associate, Fixed Income Trading & Research with HSBC Securities from 1998 to 2000 in New York as an assistant on the corporate bonds trading desk and as an assistant to the fixed income bank analyst.
Mr. Mauney graduated from the University of Pennsylvania with a BA in International Relations and a Minor in Psychology. He is Series 7, Series 63, Series 86, Series 87 qualified.