Christine Wolferman
Senior Wealth Advisor
- Role
- Senior Wealth Advisor at Citi
- Location
- Ridgewood, NJ, US
- LinkedIn followers
- 500 followers
About Christine Wolferman
MBA graduate from Boston University with a concentration in banking and financial services with 24 year’s experience in banking, investments, sales and leadership working with affluent clients. Provide comprehensive solutions to families throughout three key phases of their life including wealth accumulation, wealth protection, and wealth transfer using various financial instruments, investment strategies, and insurance services. Proven track record of exceeding sales targets and objectives while maintaining operational integrity and delivering a world class client experience. Specialties: Series 7, 63, and 66 Life and Health Fusion Training (Phone and Presentation) Banking Champion
Experience
Senior Wealth Advisor
Apr 2012 — Present · Bronxville, NY, US
Education
Boston University
Master of Science in Banking and Finance, Masters
2007 — 2009
Rutgers, The State University of New Jersey-New Brunswick
Economics
1996 — 1999
University of Phoenix
Finance
2004 — 2006
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.