Justin
Private Client Relationship Manager at Citizens Private Client
- Role
- Private Client Relationship Manager at Citizens
- Location
- Schenectady, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Private Client Relationship Manager
Feb 2024 — Present · US
Education
St. John Fisher University
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law
2013 — 2015
SUNY Schenectady County Community College
Associate’s Degree, Business Administration and Management, General
2011 — 2013
Skills
- Pension Planning Strategies
- Asset Allocation
- Life Insurance
- Estate Planning Management
- Business Retirement Planning
- Financial Analysis
- Portfolio Management
- College Funding
- Long-Term Care
- Retirement Planning
- Insurance Needs Planning
- Customer Service
- Wealth Management
- Insurance
- Financial Planning
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