In this episode of Money Tales, our guest is Rebecca Macieira-Kaufmann. Rebecca has been leading a fast-paced, globetrotting life as a CEO of multinational businesses. She is publishing her first book titled the “Fit CEO” in September 2021. The book covers how to be the leader of your life: physically, emotionally, spiritually and mentally. Like most things in life, you can apply these principals to your personal financial health, which Rebecca talks about with us today.
Rebecca has broad leadership experience in sales and marketing, risk management and international business operations. Rebecca draws on deep expertise in the financial services industry and has a demonstrated track record of leading highly successful business turnarounds, scaling new businesses, and expanding operations globally. She also brings a strong background in governance through her corporate and non-profit board experiences.
In 2020, Rebecca started RMK Group, LLC to advise CEOs of start-ups in all phases of growth after spending more than 11 years at Citigroup serving in a range of CEO, Presidentand General Manager roles. In her last role, as Head of Citigroup’s International Personal Bank, Rebecca managed a full P&L line of business serving the offshore wealth needs of multi-national clients in more than 100 countries. From operations to sales and marketing, Rebecca was able to transform the business to avoid closure. She remediated issues, simplified operations, and digitized the customer experience — growing the business exponentially and leaving it strong and financially secure.
Previously, Rebecca served as President and CEO of Banamex USA, a subsidiary of Citigroup, Inc. and affiliate of Banco Nacional de México, the second-largest bank in Mexico. Rebecca was able to turn the business around by remediating a Consent Order while simultaneously meeting the cross-border needs of Mexican businesses and high-net-worth individuals. Rebecca then became chairman of the board and implemented a CEO succession plan. Prior to that, Rebecca held full P&L responsibility as President of Citibank California covering 400 retail stores in California and Nevada, contributing to more than 40% of Citibank’s revenue in the United States.
Before Citi, Rebecca spent 13 years at Wells Fargo, lastly as the Head of Small Business Segment running a multibillion-dollar P&L division serving the lending and cash management needs of more than 2 million customers. She grew the business from $300 million to $8 billion in lending and from $30 billion to $70 billion in cash management. She also held positions with Wells Fargo Insurance Services, Providian Financial, and Retail Solutions Management Consultants in London.
Rebecca has more than 25 years of experience on non-profit boards. She has served on executive, audit, finance, marketing, risk, and nomination and governance committees. She is currently on the Board of Governors of the San Francisco Symphony (audit and executive committees) and on the Senior Jewish Living Group Board. She has previously served on the boards of Congregation Emanu-El and CalChamber and is the former President of Jewish Vocational Services (JVS).
Rebecca is a frequently sought-after speaker on leadership and business transformation, culture change, and building high-performing teams. She has presented to business schools and organizations nationally. She has also been recognized for her leadership and accomplishments, including being named an Influential Woman in the Bay Area Business by the San Francisco Business Times for 12 years and a Forever Influential Woman in 2014. She was named the 2010 Financial Woman of the Year by the Financial Women’s Association of San Francisco, awarded with the 2007 Women Leading Change Award by the National Coalition of 100 Black Women, and honored with the Fulbright Lifetime Achievement Award in 2018.
Rebecca holds a BA in Semiotics from Brown University and was a post-graduate Fulbright Scholar at the University of Helsinki, Finland. She holds an MBA from Stanford Graduate School of Business.