Marcia Smith
Senior Wealth Group Executive, Citi Wealth Management
- Role
- Director, Senior Wealth Group Executive at Citi
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Marcia Smith
Experienced Senior Wealth Group Executive with demonstrated success in building client focused top performing teams. I manage a team of Wealth Advisors in the San Francisco, Silicon Valley, Oakland and Central Valley markets with Citi Personal Wealth Management.I have been humbled with great teams and learned how a TEAM can make or break the client experience. This is why I am passionate about recruiting the right people to join my team. I then focus on individual and team development, that ultimately helps the client achieve goals.I live in the Napa Valley with my husband of 25 years and three children. We are all active in our community through our local Soccer Club and St. Apollinaris Catholic Church & School.I earned my B.A Degree in Economics with a minor in Modern European History at UC San Diego, Eleanor Roosevelt College.
Experience
Director, Senior Wealth Group Executive
Jul 2025 — Present · Northern California, US
Education
The Wharton School
Leadership Management
2018 — 2019
UC San Diego
B.A. Economics, Modern European History
1992 — 1996
Skills
- Product Training and Implementation
- Retail Banking
- Investments
- Project Coordination
- Strategic Planning
- Strategic Partnerships
- Mortgage Lending
- Credit
- Financial Services
- Building Strategic Relationships
- Leadership
- Banking
- Team Leadership
- Management
- Business Analysis
- Commercial Banking
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