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

  1. Senior Wealth Advisor

    Citi

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Ernest Infante — Senior Wealth Advisor at Citi in Great Neck, NY, US | Unifers