Yosef M.
Sr. Sales & Service Representative | First Citizens Bank
- Role
- Senior Sales & Service Representative at First Citizens Bank
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Yosef M.
Finance graduate from California State University, Long Beach (CSULB), class of 2025. Experienced in investment analysis, corporate valuation, risk management, and financial operations.Worked in financial services at Northwestern Mutual and currently working at First Citizens Bank, helping clients with accounts, investments, and financial planning.
Experience
Senior Sales & Service Representative
Jan 2026 — Present · Santa Monica, CA, US
Focused on managing client relationships, delivering tailored financial solutions, and driving growth through operational excellence, trust, and consistent execution.
Education
West Los Angeles College
Associate of Science - AS, Business Administration and Management, General
California State University, Long Beach
Bachelor of Science - BS, Finance
2023
West Los Angeles College
Associate of Arts - AA, Liberal Arts & Sciences: Behavioral & Social Sciences.
2020 — 2023
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