Robert Morris

Data & Business Analytics · Automation · Product Enablement · Risk Management

Redesigning banking workflows for the agent era. Local models, cloud machine learning, and 14+ years inside banks, all pointed at better ways to get work done.

Experience

KeyBank

Business Banking Analytics

Vice President

2025–Present

  • Own and enhance a behavioral risk model that triggers credit line freezes and downgrades, identifying approximately $40M in exposure and mitigating approximately $6M in expected losses before full drawdown.
  • Designed a credit-risk scoring methodology and Tableau dashboard used by approximately 300 salespeople.
  • Led the end-to-end product lifecycle for the behavioral risk model and dashboard, including development, UAT, launch, feedback, and roadmap development.
  • Automated monthly adverse-action notifications, reducing processing time from approximately 80 hours to approximately 2 hours and resolving audit findings through process redesign.
  • Redesigned monthly asset-quality reporting using Python and a Google Cloud data mart, replacing multi-day manual preparation with scheduled reporting and direct delivery to leadership.
  • Built Python-based Reg B monitoring workflows, reducing weekly analyst effort from approximately 5 hours to approximately 20 minutes and surfacing exceptions daily.

Citibank

Treasury, Product Control, and Foreign Exchange

Vice President

2012–2025

Treasury Risk Solutions, VP

2024–2025

  • Served as Chief of Staff while automating broker-dealer and international-entity CCAR forecasting.
  • Trained employees on agent-based workflows.

Liquidity Forecasting, VP

2021–2024

  • Owned Citigroup’s weekly LCR forecasting model across planning, CCAR, and outlook cycles.
  • Supported optimization of approximately $10B in balance-sheet resources and retention of approximately $5B in U.S. entities during the 2023 regional banking crisis.

Equity Derivatives Product Control, AVP

2019–2021

  • Led a six-person team responsible for daily P&L reporting and financial controls.
  • Built reporting solutions in Power BI, KNIME, and MicroStrategy.

Foreign Exchange Trade Processing, Analyst to AVP

2012–2019

  • Managed 10+ staff supporting 1,000+ clients and approximately $1B in daily settlements.
  • Delivered $29M in annual savings through migration to direct SWIFT messaging.

Capabilities

Trained employees on agent-based workflows at Citi — Treasury Risk Solutions, 2024–2025.

Data & Technology

  • Python
  • SQL
  • Google Cloud
  • BigQuery
  • Jupyter
  • Tableau
  • Power BI
  • Salesforce
  • Generative AI
  • Agentic AI
  • Local LLM Deployment
  • ML on Google Cloud

Banking & Risk

  • Portfolio Analytics
  • Credit Risk
  • Liquidity Risk
  • CCAR
  • LCR
  • Reg B
  • Asset Quality
  • Financial Controls

Product & Automation

  • Workflow Redesign
  • Product Roadmaps
  • UAT
  • Process Automation
  • Product Delivery
  • Data Products

Leadership

  • Team Leadership
  • Cross-Functional Delivery
  • Executive Communication
  • Stakeholder Management
  • Training & Enablement

Education & Leadership

B.S. in Marketing

Niagara University
Cum laude

Citi Buffalo Development Network

Co-founded the network, growing membership to 300+.

Training & Enablement

Led 25+ workshops on productivity and technical skills.