10 First Citizens Bank finance leaders
Craig Nix, Chief Financial Officer at First Citizens Bank, leads this list of First Citizens Bank finance leaders, who also include a Director, Corporate Controller, a Director of Financial Planning and Analysis and a Director - Treasury Controller. A reader can learn how finance leaders work at First Citizens Bank from people who have held the role.
Professionals to explore
Aravind Rao, CFA, CA
LinkedInExperience: Director - Treasury Controller · First Citizens Bank
Aravind Rao, CFA, CA has been Director - Treasury Controller at First Citizens Bank in a role listed from August 2012, based in Jersey City, New Jersey, with a profile that describes managing treasury and capital markets controllership. Aravind Rao was Vice President at J.P. Morgan from 2008 to 2012.
Brijesh Rathi
LinkedInExperience: Executive Director, Finance Transformation and Modeling · First Citizens Bank
Brijesh Rathi has been Executive Director, Finance Transformation and Modeling at First Citizens Bank since March 2023, based in La Canada Flintridge, California. Brijesh Rathi was Head of Balance Sheet Management at Silicon Valley Bank from 2021 to 2023, Head of Liquidity at CIT from 2019 to 2021 and Manager liquidity at Discover Financial Services from 2013 to 2017.
Carl Appollina
LinkedInExperience: SVP- Director of Loan and Lease Accounting · CIT, A Division of First Citizens Bank
Carl Appollina has been SVP- Director of Loan and Lease Accounting at CIT, A Division of First Citizens Bank since January 2022, based in Annandale, New Jersey, working from Morristown, New Jersey. Carl Appollina also lists the role of Director - Corporate Finance Controller's Group at CIT from January 2012.
Caroline Ward
LinkedInExperience: Director Financial Analysis · First Citizens Bank
Caroline Ward has been Director Financial Analysis at First Citizens Bank since September 2026 and also lists a Manager Financial Analysis role there from June 2024, based in Raleigh, North Carolina. Caroline Ward was AVP, FP&A at First Citizens Bank from 2022 to 2024, Associate, Global Corporate Strategy at Bank of America in 2021 and Senior Financial Analyst, Global Corporate Strategy there from 2019 to 2021.
Craig Nix
LinkedInExperience: Chief Financial Officer · First Citizens Bank
Craig Nix has been Chief Financial Officer at First Citizens Bank in a role listed from December 1999, based in Irmo, South Carolina, with a profile header that also names Raleigh, NC. Craig Nix also lists the role of Chief Financial Officer at First Citizens Bank and Trust Company, Inc., with no end date shown for either role.
Daniel DeFrancesco, CLFP
LinkedInExperience: Director, Corporate Controller · First Citizens Bank
Daniel DeFrancesco, CLFP has been Director, Corporate Controller at First Citizens Bank since May 2022, for Business Capital at CIT Bank, a division of First Citizens Bank, based in Portsmouth, New Hampshire. Daniel DeFrancesco was Vice President, Corporate Controller at CIT from 2018 to 2022 and Vice President, Accounting there in 2017.
Elliot Howard, CFA, MBA
LinkedInExperience: Executive Director Financial Planning & Investor Relations · First Citizens Bank
Elliot Howard, CFA, MBA has been Executive Director Financial Planning & Investor Relations at First Citizens Bank since January 2022, based in Raleigh, North Carolina. Elliot Howard was Director Financial Strategy at First Citizens Bank from 2017 to 2022, Manager Mergers Acquisition there in 2017 and Balance Sheet Strategy Manager- Treasury from 2014 to 2017.
Eric Lind
LinkedInExperience: Director of Financial Planning and Analysis · First Citizens Bank
Eric Lind has been Director of Financial Planning and Analysis at First Citizens Bank since February 2021, based in Cedar Grove, New Jersey. Eric Lind was Vice President - Financial Planning and Analysis at CIT from 2019 to 2021, Vice President - Stress Testing and Analytics (CCAR) there from 2017 to 2019 and AVP - Financial Analysis & Strategic Planning from 2014 to 2016.
Robert Gleichmann, CPA
LinkedInExperience: Director CFO of First Citizens Institutional Asset Management · First Citizens Bank
Robert Gleichmann, CPA has been Director CFO of First Citizens Institutional Asset Management at First Citizens Bank since June 2019, based in Morristown, New Jersey. Robert Gleichmann lists the roles of Director - Controllership Strategic Initiatives from 2017 to 2019 and Director Global Accounting Operations (GAO) - PeopleSoft and Accounts Payable Operations from 2013 to 2017.
William Delaney
LinkedInExperience: Senior Director · First Citizens Bank
William Delaney has been Senior Director at First Citizens Bank since October 2023, with a profile headline of Senior Director Financial Planning & Analysis, based in Morristown, New Jersey. William Delaney was Senior Vice President Corporate FP&A at CIT from 2016 to 2023 and SVP Financial Planning & Analysis - North America Commercial Finance there from 2014 to 2015.
Choose the right perspective
Match the person's scope, such as company-wide finance, controllership, FP&A, treasury accounting, or finance for one division, to the decision you face. Check whether the finance role is current or ended to judge how recent their view is.
Questions to take into the conversation
- 01What did you change first when you took on your finance role, and why?
- 02How do you decide which measures business leaders should review in each planning cycle?
- 03Which part of your own finance work would you approach differently if you started it again today, and why?
Reaching First Citizens Bank finance leaders
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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