Gay Nell Lewing Currie
Senior Vice President | Independent Compliance Risk Management
- Role
- Senior Vice President at Citi
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Gay Nell Lewing Currie
Inquisitive, curious individual with a strong broad-based background in broker-dealer…
Experience
Senior Vice President
Jan 2022 — Present · Houston, TX, US
Education
University of Houston-Clear Lake
Bachelor of Arts (B.A.)
Skills
- Investments
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Portfolio Management
- Wealth Management Services
- Long-Term Care
- Series 63
- Texas Insurance License, Life Health and Annuity
- Retirement
- Strategic Financial Planning
- Asset Management
- Financial Advisory
- Uniform Combined State Law
- Equities
- 401k
- Cash Management
- Certified Financial Planner
- Fixed Annuities
- Risk Assessment
- Wealth Management
- Series 9-10
- Series 65
- Asset Allocation
- Mutual Funds
- Risk Management
- Life Insurance
- Series 7
- Investment Advisory
- Supervisory Skills
- Iras
- Etfs
- Series 6
- Insurance
- Series 24
- Retirement Planning
- Finra
- Securities
- Financial Services
- Estate Planning
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