Lauren Goeppert
Director Relationship Management @Citizens Private Bank
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WORK HISTORY
Director Relationship Management @Citizens Private Bank
San Francisco, CA, US
EDUCATION
UC Santa Barbara
Bachelor of Arts - BA, Psychology
ABOUT LAUREN GOEPPERT
With over 10 years of experience in private banking, I partner with law firms and attorneys to address the sophisticated financial needs of their firms, partners, and high-net-worth clients. I leverage my role to collaborate closely with law firms, connecting clients to additional banking and financial services that support complex business and personal banking & wealth management objectives. My approach is relationship-driven and discreet, focused on delivering customized solutions that preserve, grow, and transfer wealth while creating long-term value for both clients and law firm partners.
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