Richard Morales
Senior Vice President- Investment Counselor at Citi Private Bank
- Role
- Senior Vice President - Investment Counselor at Citi
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Richard Morales
Series 7, 66 & 31 licensed.
Experience
Senior Vice President - Investment Counselor
Dec 2024 — Present · Miami, FL, US
Education
Baruch College
Bachelor of Business Administration (BBA), Finance & Investments
2006 — 2011
Skills
- Financial Analysis
- Equities
- Financial Services
- Data Analysis
- Microsoft Excel
- Powerpoint
- Finance
- Investments
- Banking
- Microsoft Office
- Sales
- Customer Service
- Project Management
- Outlook
- Spanish
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