Position:
Relationship Manager - Citigold Wealth Management at Citi
Location:
New York, New York
Industry:
Financial Services
Work:
Citi - New York, NY since Jan 2003
Relationship Manager - Citigold Wealth Management
Citi Jan 2003 - Aug 2009
National Sales Support / Business Process Improvement
Education:
University of Cincinnati
Bachelor's degree, Business Administration and Management
Skills:
Banking
Private Banking
Wealth Management
Credit
Business Strategy
Strategy Development
Business Process Design
Business Process Improvement
Program Management
Sales Management
Internal Communications
Strategic Communications
Training & Development
Training Course Development
Contact Management
Sales Compensation
Sales Campaigns
Net Promoter Score
Employee Recognition
Sales Compensation Design
Sales Support
Sales Tools Development
Honor & Awards:
• 2008 Citibank NAO&T Citistar Quality Excellence Award recipient
• 2007 Citibank North America Support Award recipient for Quality Excellence
• 2006 Citibank North America Support Award recipient for Quality Excellence
• Fourth Quarter 2006 Citi Star Service Excellence Award recipient
Certifications:
Series 6 Investment License, Financial Industry Regulatory Authority
Series 63 Investment License, Financial Industry Regulatory Authority
Life, Accident, Health & Variable Annuity Insurance License, New York State Department of Financial Services