• Senior Wealth Advisor

    Citigroup (Sunnyvale, CA)
    …wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank more
    Citigroup (12/30/24)
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