- Citigroup (New York, NY)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship ... Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance… more