Kyle Meek
Senior Vice President, Private Banker -- First Citizens Wealth
- Role
- Senior Vice President - Private Banker Iii at First Citizens Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President - Private Banker Iii
Nov 2025 — Present · Boston, MA, US
Private Bankers support the Wealth Management division\'s growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience.
Skills
- Financial Wellness
- Retirement Plan Consulting
- Series 24
- Commercial Banking
- Loans
- Wealth Management
- Employee Benefits
- Credit
- Series 63
- Banking
- Series 7
- Mortgage Lending
- Health Savings Accounts
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