Richard J. Soroka

Senior Vice President - Senior Regional Insurance Specialist @Citi

Queens County, NY, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2012 — Present

Senior Vice President - Senior Regional Insurance Specialist @Citi

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CITI Personal Wealth Management Senior Regional Insurance Specialist for the NYC, Westchester and Connecticut regions.(Previously also covered Long Island, Queens and Bronx region under the old model)- November 2024 - I just completed my 18 year anniversary at CITI - PWM (bridged time)- Keynote speaker at planned seminars to support CITIGOLD WRM & Wealth Advisor key initiatives

EDUCATION

1997 — 2000

New York University

School of Continuing & Professional Studies - Finance, Law and Taxation, Certificate in Financial Planning

1984

Adelphi University

Master of Business Administration (M.B.A.), Organizational Change & Leadership, Management & Strategic Marketing

1977 — 1981

Stony Brook University

College of Engineering and Applied Sciences, Bachelors in Electrical Engineering

SKILLS

ManagementFinancial AdvisoryLong Term CareAsset ProtectionSeries 7Retirement PlanningFinancial PlanningInvestment AdvisoryVariable AnnuitiesRelationship ManagementWealth ManagementLong-Term CareFinancial PlannersRetirementStrategic Financial PlanningEmployee BenefitsAnnuitiesAsset AllocationMutual FundsStrategySuccession PlanningInsurance PlanningSeries 63Life InsuranceFinanceWealth TransferInvestmentsEstate PlanningWealthFixed AnnuitiesTerm Life InsuranceHigh Net Worth IndividualsDisability InsuranceSeries 65Series 6Financial ServicesInsurance

ABOUT RICHARD J. SOROKA

FINRA Series 7, 65 & 63 (no marks)- NY State Life, Accident & Health, Variable…

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