• Senior Wealth Advisor SAFE Act

    Citigroup (Boynton Beach, FL)
    …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...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
    Citigroup (07/06/24)
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