Citi Earns 25 Spots on Bank Investment Consultant’s Top 100 Bank Advisors List for 2018
December 12 2018 - 10:00AM
Business Wire
3 Citi Personal Wealth Management Financial
Advisors named to Top 10
Citi’s growing team of Financial Advisors garnered 25 positions
on Bank Investment Consultant’s annual Top 100 Bank Advisors
list.
Citi Personal Wealth Management Financial Advisors Andrew Vahab,
Christopher Barron and David Guthrie, all based in New York City,
were named to the Top 10.
“With a reimagined Citigold value proposition and new benefits
backed by innovative technology, Citi Personal Wealth Management is
relentlessly focused on providing our clients with world class
investment service and guidance,” said John Cummings, Head of U.S.
Consumer Wealth Management.
“We’ve strengthened our teams to deliver the personalized
service and guidance that’s important to being our clients’ most
trusted and valued financial advisors,” added Rebecca
Macieira-Kaufmann, Head of Citi's International Personal Bank.
Bank Investment Consultant, a leading online publication for
bank-based wealth managers, based its ranking on a composite score
that incorporates such measures as production, assets under
management and percentage growth in AUM.
The following Citi Financial Advisors were named to this year’s
BIC Top 100:
Emile Abinader (Granada Hills, CA) Alex Marks
(Chicago) Christopher Barron (New York) Yoni Marom (New York)
Christopher Cralle (Chicago) Augusto Martins Ferreira (Miami) Pete
Darke (Washington, DC) Bernard Reina (Los Angeles) David Darshan
(New York) Oscar Sanz (Miami) Kathy Feeney (Washington, DC) Adriano
Schirmer de Campos (Miami) Jeff Goble (Huntington Beach, CA) Peter
Shieh (Rowland Heights, CA) Brad Goldberg (Chicago) Sean Styron
(Long Island) David Guthrie (New York) Andrew Vahab (New York) Josh
Haber (New York) Ed Vizcaino (Coral Gables, FL) Rob Hanes (New
York) Adam Wood (New York) Steven Horn (New York) Daniel Zhao (Long
Island) Jeffrey Lang (Queens, NY)
Citi continues to invest in the professional development of its
Financial Advisors and Relationship Managers. This year Citi and
the Wharton School of the University of Pennsylvania marked the
third anniversary of the Citi Wharton Global Wealth Institute,
expanding the first-of-its-kind executive education program in May
with the introduction of Excellence in Sales Leadership, a new
curriculum and set of courses for the team leaders of Citi
Financial Advisors and Relationship Managers. Since its launch in
October 2015, more than 1,000 Citi Relationship Managers and
Financial Advisors have participated in the program. Initially
launched in Philadelphia and Beijing, the program has expanded to
Mexico City, San Francisco and Cambridge.
Over the past two years Citi has introduced enhanced client
offerings and capabilities, including new Citigold and Citi
Priority value propositions, Citigold Client Centers, the largest
fee-free ATM network nationwide and new functionality for the Citi
Mobile® App for iPhone® that offers a suite of banking, wealth
management and payment services and cutting-edge authentication
features.
About Citi
Citi, the leading global bank, has approximately 200 million
customer accounts and does business in more than 160 countries and
jurisdictions. Citi provides consumers, corporations, governments
and institutions with a broad range of financial products and
services, including consumer banking and credit, corporate and
investment banking, securities brokerage, transaction services, and
wealth management.
Additional information may be found at www.citigroup.com |
Twitter: @Citi | YouTube: www.youtube.com/citi | Blog:
http://blog.citigroup.com | Facebook: www.facebook.com/citi |
LinkedIn: www.linkedin.com/company/citi
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GUARANTEE; MAY LOSE VALUE
As a Citigold client and as a Citi Priority client, you can
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Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender
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as a client of Citi Personal Wealth Management, a business of
Citigroup Inc. that offers investment guidance, products, and
services through Citigroup Global Markets Inc. (”CGMI”), member
SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products.
In California, CLA does business as Citigroup Life Insurance
Agency, LLC (license number 0G56746). Citigold Relationship
Managers are employees of Citibank and are employees and registered
representatives of CGMI. Citibank, CGMI, and CLA are affiliated
companies under the common control of Citigroup Inc.
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Drew Bensondrew.benson@citi.com(212) 559-0475
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