Mitchell Smith
- Role
- AVP Wealth Relationship Manager at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Mitchell Smith
Experienced Advisor Consultant with a demonstrated history of working in the financial…
Experience
AVP Wealth Relationship Manager
Jan 2022 — Present
Skills
- Wealth Management
- Series 6
- Series 7
- Financial Advisory
- Series 63
- Mutual Funds
- Financial Services
- Finance
- Series 65
- Asset Allocation
- Retirement Planning
- Uniform Combined State Law
- Variable Annuities
- Investments
- Producer Life, Variable Life, Variable Annuities
- Retirement
- Separately Managed Accounts
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