Pooja Daswani

Pooja Daswani is a seasoned financial services executive with over 20 years of experience
driving operational excellence and digital transformation across banking and wealth
management. She is currently a General Partner at Edward Jones, where she leads Branch
Operations and is a member of the firm’s Operating Committee. In this role, Pooja oversees
the firm’s real estate network of 16,000+ branches, virtual advisor channel, remote staffing
solutions, retirement and asset transition programs, and the evolution of the firm’s teaming
strategies. Pooja also serves on the Advisory Board of the Wharton School’s AI and
Analytics Initiative at the University of Pennsylvania.

Prior to Edward Jones, Pooja held senior leadership roles at Citigroup for over a decade. As
Chief Operating Officer of the U.S. Consumer Bank, a ~$18 billion business with more than
40,000 employees, she led operations across Retail, Wealth, and Cards, delivering cost
efficiencies and spearheading critical regulatory and digital initiatives. Her earlier roles at Citi
included leading Client Experience for global institutional businesses and serving in the
Productivity Office, where she advised the executive team on strategy and performance
improvement. In recognition of her impact, she was named to the Institute of International
Finance’s Future Leaders Class of 2018.

Pooja began her career at Deloitte, consulting global financial institutions on infrastructure and
technology modernization, and later led consulting teams at Google, specializing in display
advertising operations. She holds an MBA in Finance from the Wharton School of the
University of Pennsylvania and an MS in Information Technology from Rensselaer
Polytechnic Institute.