Jennifer Santoro
Vice President Wealth Regional Director @ Citizens Wealth
- Role
- Wealth Regional Director VP at Citizens
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jennifer Santoro
With a robust background in wealth management, my journey has evolved from a Premier Advisor to my current role as Wealth Regional Director VP at Citizens, a testament to my commitment and expertise in guiding clients through their financial landscapes. At Citizens, my core competencies in financial advising and portfolio management have flourished, allowing me to empower clients with tailored strategies that align with their aspirations. My mission is deeply rooted in fostering financial literacy and enabling families to secure their future, strengthened by my fluency in English and Polish, which broadens my reach and deepens client relationships. The values of integrity, meticulous service, and informed decision-making are fundamental to my practice and resonate with the culture at Citizens, where I\'m dedicated to contributing to our shared goal of wealth creation and management.
Experience
Wealth Regional Director VP
Nov 2024 — Present
Education
Community College of Rhode Island
Business management
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