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Danielle Phillips
Director, Private Banker @Citizens Private Bank
San Francisco, CA, US
EMAILS
d••••••••@citizensbank.com
MOBILE NUMBERS
+14•••••••81
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WORK HISTORY
Jun 2023 — Present
Director, Private Banker @Citizens Private Bank
San Francisco, CA, US
EDUCATION
2000 — 2004
University of California, Santa Cruz
Bachelor of Arts (BA)
SKILLS
Retail BankingSales ManagementCustomer ServiceBankingRelationship ManagementCross SellingMortgage LendingPortfolio ManagementCustomer AcquisitionCreditManagementSmall Business LendingConsumer LendingLoan Origination
ABOUT DANIELLE PHILLIPS
Simplifying my client\'s personal, wealth, and business banking portfolios by providing a holistic approach to their banking needs
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