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Alex R. Martinez

707 followers

United States

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Timeline
About me
Citi Wealth at Work Investment Relationship Officer, VP
Education
- St. Francis College
  -
- Hunter College
  2003 - 2010
  B.A. Economics (Major) and Psychology (Minor)
Experience
- Citi
  Jan 2001 - now
  - Citi Wealth at Work, Law Firm Group - Investment Relationship Officer, VP
    Jul 2024 - now
  - Citi Wealth at Work, Law Firm Group - Relationship Officer, VP
    Sept 2022 - Jul 2024
  - Citi Private Bank, Law Firm Group - Client Account Officer Team Lead, VP
    Jan 2021 - Sept 2022
  - Citi Private Bank, Ultra / High Net Worth - Client Account Officer Co-Lead, VP
    Jul 2019 - Jan 2021
  - Citi Private Bank, Law Firm Group - Client Account Officer Team Lead, AVP
    May 2011 - Jul 2019
  - Citi Operations & Technology - Operations Support Analyst, Associate
    Aug 2007 - May 2011
  - Citi Business Administration and Planning - Senior Concierge
    Oct 2004 - Aug 2007
  - Citi Business Administration and Planning - Front Desk Receptionist
    Jan 2001 - Oct 2004
Licenses & Certifications
- Series 7
  Citi
- Series 66
  Citi
  Aug 2023