• Senior Wealth Advisor

    Citigroup (Sunnyvale, CA)
    …appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral leads . Manage ... adhere to all Regulatory and Compliance operating procedures . Ensure strict adherence to KYC/ AML and other compliance norms . Partner with all roles on branch team… more
    Citigroup (12/30/24)
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