Ernest Infante
Senior Wealth Advisor at Citi Personal Wealth Management
- Role
- Senior Wealth Advisor at Citi
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ernest Infante
SUMMARY Highly motivated and skilled wealth advisor. Strengths in…
Experience
Senior Wealth Advisor
Oct 2024 — Present · Selden, NY, US
Education
Long Island University
Bachelor of Science in Business Administration
2002 — 2005
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA)
2012 — 2016
Nassau Community College
Associate of Science Degree in Business Administration
1998 — 2002
Skills
- Banking
- Mutual Funds
- Risk Management
- Portfolio Management
- Series 7
- Financial Analysis
- Series 6
- Wealth Management
- Project Management
- Investments
- Equities
- Series 63
- Management
- Credit
- Customer Service
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Finance
- Financial Services
- Relationship Management
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