I consider myself a problem solver, someone who brings together the right expertise, guidance and resources from Citi to provide creative strategies appropriate for each clientâs needs. I love getting to know my clientsâtheir goals and challengesâand enjoy building a level of understanding that creates the foundation for a strong relationship that works in my clientsâ best interest.
Essentially, thatâs what my role as a Private Client Relationship Manager is all about.
In addition to earning the trust of my clients, Iâve been honored with numerous industry accolades, including the First Republic Bank Wealth Management Partnership Award and a Certificate of Recognition at JPMorgan Chase. I was also a member of the Chase Leadership Club for five years.
Before my current role at Citi, I was a Senior Corporate and Personal Banker with HSBC Bank, where I established long-term relationships with clients that included not-for-profit organizations and high-net-worth individuals. I also have significant experience working with clients in the entertainment and media industries. Earlier, I was with First Republic Bank, where I was a Senior Private Banker. I began my career at Shearson Lehman Brothers in 1986.
My passion for providing exceptional client serviceâbeing responsive and accountableâ and my extensive banking experience have made me a âgo-toâ person for my clientsâ needs. At the end of the day, this gives me tremendous satisfaction.
