Denis Moiseyev

About Denis Moiseyev

At Citizens Private Bank, I bring over 20 years of experience serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners. As New York Market Lead, I focus on building and mentoring a high-performing team of bankers while continuing to grow my own client relationships, delivering tailored banking, credit, and wealth solutions across complex financial situations.My career has been defined by long-term relationship building, thoughtful guidance, and a deep understanding of the needs of entrepreneurs, executives, and multi-generational families. I work closely with clients to understand their goals, anticipate challenges, and coordinate with specialists to deliver integrated strategies that align their personal and business financial lives.I have extensive experience serving clients across sectors including Private Equity, Hedge Funds, Venture Capital, Technology, Professional Services (Law and CPA firms), Non-Profits, and Family Offices.I hold FINRA Series 7, 63, and SIE registrations and am committed to delivering advice with professionalism, discretion, and the highest ethical standards.

Experience

1. Fellow

   Foreign Policy Association

   Sep 2024 — Present · New York, NY, US

Education

• Wharton Executive Education

  First Republic Leadership Development Program, Level 1, Aresty Institute of Executive Education

  2018 — 2018

• Brooklyn College

  Bachelor of Science, Business, Management & Finance

  1999 — 2003

• Wharton Executive Education

  First Republic Leadership Development Program, Level 2, Aresty Institute of Executive Education

  2021 — 2021

Skills

• Commercial Lending
• Funding
• Loans
• Banking
• Mortgage Lending
• Consumer Lending
• Credit Analysis
• Wealth Management
• Financial Analysis
• Credit
• Small Business Lending
• Commercial Banking
• Finance
• Investments
• Private Banking