Lori McNamara

Lori McNamara

SVP - Wealth Group Executive @Citi

New York, NY, US
MOBILE NUMBERS
+18•••••••02

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WORK HISTORY

May 2025 — Present

SVP - Wealth Group Executive @Citi

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New York, NY, US

EDUCATION

1984 — 1988

West Virginia University

BA

SKILLS

Relationship ManagementInvestmentsStrategic Financial PlanningRetirement PlanningCreditPortfolio ManagementSeries 7Series 63SecuritiesWealth ManagementFinancial ServicesBankingMutual Funds

ABOUT LORI MCNAMARA

Lori McNamara has over 30 years of experience in financial services. Prior to this role,…

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