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Preeti Shah

Preeti Shah

Premier Client Relationship Manager

Followers of Preeti Shah532 followers
location of Preeti ShahNorth Brunswick, New Jersey, United States

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  • Timeline

  • About me

    AVP Private Client Group Sr. Relationship Manager at PNC

  • Education

    • Mumbai University Mumbai

      -
      Bachelor's degree Accounting and Business/Management

  • Experience

    • Bank of America

      Apr 1999 - Dec 2005
      Premier Client Relationship Manager

    • MetLife

      Dec 2005 - Dec 2007
      Registered Representative

    • PNC

      Jan 2008 - now

      PNC 's Asian American Employee Business Resource Group

      • Sr.Private Client Experience Relationship Manager

        Jul 2018 - now

      • Board Member

        May 2012 - now

      • Sr. Relationship Manager

        Jan 2008 - Jun 2018

  • Licenses & Certifications

    • PNC certified Women’s in Business advocate

    • Series 63 License

      Financial Industry Regulatory ....

    • Series 6 License

      FINRA

    • New Jersey Life, Accident, & Health Insurance License

      NJ Department of State

  • Volunteer Experience

    • Volunteer

      Issued by PNC on Jan 2009
      PNCAssociated with Preeti Shah