Emily Wheeler

Enthusiast
DISC Type : i

Vice President, Banking Communications at Citi

New York, New York, United States

Overview

Emily is the Vice President of Banking Communications at Citi, specializing in marketing and communications within banking and fintech. Her career includes roles at J. P. Morgan and TD Ameritrade, where she focused on executive communications for AI, data, and digital innovation leaders. She holds a FinTech certification.

Originally from Nebraska, Emily now lives in Manhattan and is pursuing a Master of Theology. Her diverse interests include studying scripture, making jewelry, practicing drums, curating Spotify playlists, and swimming. Colleagues have described her as inquisitive and able to make quick connections.

Unique fact: Emily is passionate about how technology like NFTs can introduce scarcity and authenticity into the digital realm.

Personality Overview

Amiable & Agreeable

Non-Confrontational

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Fintech Innovation
Her career has centered on communications for innovation, AI, and data analytics in finance. She is passionate about BNPL, DLT, and payments.
Democratizing Finance
Expresses a keen interest in how financial technology can make financial services more accessible to a broader audience.
ESG Investing
Shared thoughts on the trend of investors wanting to build highly-personalized ESG portfolios and see the underlying data.

Media Appearances

Emily has no verified media appearances

Work History

7-2023
Vice President, Banking Communications at Citi
7-2021 - 7-2023
Senior Associate, Executive Communications, Corporate & Investment Bank at J.P. Morgan
10-2020 - 7-2021
Communications Manager at Orion
8-2019 - 10-2020
Innovation Communications Specialist II at TD Ameritrade
8-2018 - 7-2019
Innovation Communications Specialist at TD Ameritrade

Education

2012 - 2017
Bachelor of Arts (B.A.) from University of Nebraska at Omaha
Master of Theology (ThM) from Dallas Theological Seminary

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : Senior Designation : Vice President, Banking Communications at Citi
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Insights For Selling To Emily

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Emily

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Emily move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Emily take some risk or not?

  • They can take some low-probability risks if needed.

You And Emily

Personality Compatibility


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