Lucas Toglia
Assistant Vice President at Citi Private Bank
- Role
- Assistant Vice President at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lucas Toglia
Associate Banker at Citi Private Bank in New York. Previously completed a two year rotational analyst program in Miami providing extensive training in the different aspects of the wealth business from investment advisory (servicing Ultra High Net Worth [UHNW] clients) to management of the business to relationship management and client service. Prior to Citi, worked as a Summer Analyst at Goldman Sachs, serving the second largest team in the New York office by assisting advisors with serving their existing clients by creating portfolio review materials and prospective clients by creating customized asset allocation models for pitches. Graduated Magna Cum Laude from Gettysburg College with a B.A. in Economics and minors in Spanish and Business. Obtains Series 7 and 66 licenses.
Experience
Assistant Vice President
Aug 2024 — Present · New York, NY, US
Full-Time Associate Private Banker• Partnered with senior private banker at the director level to provide direct client relationship management support to clients in full private bank relationship from onboarding and account opening to investment advice to financial planning, to lending on a large and high revenue generating book of business• Effectively managed sensitive client situations regarding trust & estate planning, complex client service changes to meet client fraud concerns, and working with cash management to maintain competitive rates on client accounts • Conducted compliance reviews of relationships on time and collected data following Know-Your-Client (KYC) protocols Guided clients on banking related products on the Citi Private Bank platform• Increased client satisfaction by providing consistent client service and direct communication by staying organized in managing a complex client book that needed a seamless transition from the previous Associate Banker
Education
SEO (Sponsors for Educational Opportunity)
SEO Success Intern
Oratory Prep
High School Diploma
2014 — 2018
Gettysburg College
Bachelor of Arts - BA, Economics
2018 — 2022
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