Dora Citozi
VP, Wealth Management Global Solutions, Onboarding
- Role
- VP, Wealth Management Global Solutions Onboarding at J.P. Morgan Private Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
VP, Wealth Management Global Solutions Onboarding
Sep 2022 — Present · NY, US
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration - MBA
City University of New York-Brooklyn College
Bachelor of Science
Skills
- Underwriting
- Ny Life and Health Insurance License
- Retirement
- Insurance
- Strategic Financial Planning
- Business Planning
- Salesforce.com
- Program Management
- Financial Services
- Finra Series 7 and 66 Securities Registrations
- Financial Analysis
- Investments
- Securities
- Management
- Mutual Funds
- Life Insurance
- Risk Management
- Relationship Management
- Financial Planning
- Wealth Management
- Business Strategy
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