• Senior Wealth Advisor

    Citigroup (Downey, CA)
    …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 (07/16/25)
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  • Asset Management Group Undergraduate Intern

    PNC (Los Angeles, CA)
    …PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and ... ability to thrive in a lively environment. + **PNC Private Bank ** : PNC Private ...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act)… more
    PNC (08/02/25)
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