Breanne Meaney
Senior Vice President at Citi Personal Wealth Management
- Role
- SVP, Cpwm National Sales Program Manager at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Breanne Meaney
Significant client service, management, sales and operations experience in the financial services industry. Team oriented professional with the ability to cultivate strong relationships with clients as well as colleagues in all levels of the organization. Solid work ethic and self motivated with strong written, verbal and organizational skills. Series 7, 66, 24, and 9/10 licensed.
Experience
SVP, Cpwm National Sales Program Manager
Oct 2018 — Present · New York, NY, US
Education
University of North Carolina Wilmington
Bachelor of Science, Finance
2006 — 2010
Skills
- Ssrs
- Microsoft Word
- Team Leadership
- Financial Analysis
- Retirement Planning
- Finra
- Call Centers
- Siebel
- Financial Services
- Customer Service
- Investments
- Series 9/10
- Portfolio Management
- Securities
- Time Management
- Finance
- Series 7
- Analysis
- Series 66
- Microsoft Excel
- Powerpoint
- Trading
- Wealth Management Services
- Insurance
- Uniform Combined State Law
- Banking
- Mutual Funds
- Training
- Microsoft Office
- Sales
- Management
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