Chief Financial Officer
WI Harper Group
Roman is a resourceful Chief Financial Officer who thrives in driving transformation and optimizing performance. With a depth of experience in global financial services, he has led international finance teams at Citi Private Bank and Citibank Korea, overseeing ~ $100B in assets and delivering strategic financial insights to drive sustainable growth. His expertise spans financial strategy, and implementing innovative solutions that streamline operations and enhance profitability.
Roman is hands-on and collaborative leader, prioritizing operational excellence and measurable results. He believes in rolling up sleeves, connecting strategy to execution, and motivating talent to reach their potential.
Key Accomplishments:
✓ Managed the restructure/wind-down of $20B banking retail operations in Korea across 37 branches. Oversaw return of capital and replaced local financial platforms with Citi-wide technology.
✓ Drove a 12% average annual increase in EBITDA at Citi Private Bank through strategic pricing, client acquisition initiatives, and operational efficiency.
✓ Led the finance integration for the Morgan Stanley Smith Barney JV, building financial reporting and efficiency metrics across combined organizations and supporting technology platform consolidation.