Elizabeth Morgan

Relationship Manager, SVP @Citizens Financial Group, Inc

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2017 — Present

Relationship Manager, SVP @Citizens Financial Group, Inc

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Established Escrow Agency Services platform for Citizens Commercial Bank. Responsible for building a highly experienced and deep bench of talent. Built specialized capabilities for the Commercial Bank including FX/Escrow, Paying Agent and Shareholder Representation services. Citizens’ primary focus on Escrow Agent deals includes but is not limited to: Mergers and acquisitions Private equity Commercial real estate 1031 tax deferred exchanges Construction holdbacks Subscription agreements FX escrows Litigation matters Environmental remediation contracts

EDUCATION

N/A

Mount Holyoke College

BA, English Literature, Studio Art

N/A

The School of the Art Institue of Chicago

Seriography

SKILLS

Series 7InvestmentsPortfolio ManagementFixed IncomeWealthAssetFinancial ServicesAsset ManagementMutual FundsWealth ManagementAsset AllocationTradingInvestment BankingInvestment StrategiesBondsFinancial AdvisoryAsset ManagmentEquitiesStrategic Financial PlanningFinanceBloombergPrivate EquityEstate PlanningHigh Net Worth IndividualsAlternative InvestmentsSecuritiesCapital MarketsBankingHedge Funds

ABOUT ELIZABETH MORGAN

Twenty plus years experience in the financial services industry, working with industry…

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Elizabeth Morgan — Relationship Manager, SVP at Citizens Financial Group, Inc in Philadelphia, PA, US | Unifers