Anna Carrera Location
- San Francisco, CA, US
Anna Carrera Work
- 2022 - now Wealth Management Banker @
- 2021 - 2022 Vice President, Associate Banker at Citi Private Bank - Law Firm Group @
- 2020 - 2020 Wealth Management Private Banker @
- 2012 - 2020 Relationship Manager, Citigold Wealth Management @
- 2010 - 2012 AVP, Priority Relationship Manager @
- 2005 - 2009 AVP, Premier Client Manager @
- 2000 - 2005 Admin and Marketing @
- 1998 - 2000 Conference Center Manager @ Hilton Hotels Corporation
Anna Carrera Education
- Golden Gate University
BA
2002 - 2005
Anna Carrera Skills
- Series 6
- Series 63
- Life Insurance
- Mortgage Lending
- Residential Mortgages
- Wealth Management Services
- Small Business
- Business Loans
- Business Development
- Banking
- CRM
- Cash Management
- Commercial Banking
- Commercial Lending
- Credit
- Customer Service
- Finance
- Financial Services
- Investments
- Insurance
- Loan Origination
- Management
- Loans
- Mutual Funds
- Performance Management
- Portfolio Management
- Private Banking
- Relationship Management
- Retail Banking
- Sales
- Small Business Lending
- Strategy
- Time Management
- Wealth Management
- Strategic Financial Planning
- Financial Planning
Anna Carrera Summary
- Anna Carrera, based in San Francisco, CA, US, is currently a Wealth Management Banker at U.S. Bank. Anna Carrera brings experience from previous roles at Citi, Fremont Bank and Union Bank. Anna Carrera holds a 2002 - 2005 BA @ Golden Gate University. With a robust skill set that includes Series 6, Series 63, Life Insurance, Mortgage Lending, Residential Mortgages and more. Anna Carrera has 4 emails and 1 mobile phone numbers on RocketReach.
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