Greta Goldstein

Greta Goldstein

Senior Vice President, Operations, Risk, And Strategy @ City National Bank

About Greta Goldstein

Greta Goldstein serves as the Senior Vice President of Operations, Risk, and Strategy at City National Bank, where she has led significant operational transformations resulting in substantial cost savings. With extensive experience in the banking sector, she has held various leadership roles at prominent institutions including Bank of America and the Federal Reserve Bank of New York.

Work at City National Bank

Greta Goldstein has served as the Senior Vice President of Operations, Risk, and Strategy at City National Bank since 2016. In this role, she has led significant initiatives, including the Check and Item Processing Transformation, which resulted in annual savings of $92 million by streamlining operations across various divisions. Her leadership in operations and risk management has contributed to the bank's strategic objectives and operational efficiency.

Previous Experience at Bank of America

Prior to her current role, Greta Goldstein held multiple senior positions at Bank of America from 2003 to 2016. She served as Executive Vice President, Business Transformation Executive, and later as Senior Vice President in various capacities, including Enterprise Solutions Executive and Engagement Executive. Her tenure at Bank of America involved overseeing critical business transformations and enhancing operational effectiveness.

Education and Expertise

Greta Goldstein earned her MBA in Finance from NYU Stern School of Business, where she studied from 1983 to 1986. She also holds a BA in Economics from Barnard College, obtained between 1976 and 1980. Her educational background provides a strong foundation for her expertise in operations, risk management, and strategic planning within the banking sector.

Achievements in Operations and Strategy

Throughout her career, Greta Goldstein has achieved notable successes in operational efficiency and strategic initiatives. She successfully remediated five MRAs ahead of schedule by overseeing Payment System Operations MRA remediation and implementing enterprise governance and controls for all payments. Additionally, she developed a Banking & Investment Services Strategic Plan that led to over 20% annual growth by modernizing core banking operations.

Career Background and Early Roles

Greta Goldstein began her career as a Research Specialist at the Federal Reserve Bank of New York from 1980 to 1986. She then transitioned to various roles in the banking and consulting sectors, including positions at Deloitte Consulting, Washington Mutual, and Superior IS. Her diverse experience across these organizations has equipped her with a comprehensive understanding of the financial services landscape.

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