Experience

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  Citi

  Oct 2001 - Apr 2024

  - Client/prospect meetings - Organize the pre-call planning, organizing postmeeting notes, and maintain all client call records including call reports.- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments.- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events. Show less

  • Client Services Manager

    Apr 2020 - Apr 2024

  • Associate Banker Compliance

    Jan 2018 - Mar 2020

  • Associate Banker - Sales

    Jul 2015 - Dec 2017

  • Client Services Officer

    Jun 2007 - Jul 2015

  • Personal Banker

    Jun 2005 - Jun 2007

  • Financial Assistant

    Jun 2003 - May 2005

  • Bank Teller

    Oct 2001 - May 2003
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  Beatrice advisors

  Aug 2024 - Oct 2024

  Senior associate, client services
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  Bny wealth

  Oct 2024 - now

  Client service manager