Benjamin Garcia Email & Phone Number
Director, Senior Wealth Group Executive - East Coast @ Citi
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Benjamin Garcia Location
- New York, NY, US
Benjamin Garcia Work
- 2025 -now Director, Senior Wealth Group Executive - East Coast @
- 2011 -2025 Wealth Group Executive - Citi Wealth Management @
- 2018 -2019 Director, Citigold Wealth Managemet Senior Group Manager @
- 2017 -2018 Senior Citigold Market Manager - SVP, Wealth Management @
- 2014 -2017 Manhattan and NJ Division Citigold Market Manager, SVP @
- 2011 -2014 Tri-State Division Citigold Market Manager, SVP - Westchester, CT, LI and NJ @
- 2009 -2011 Premier Market Leader, Global Wealth and Investment Management - LI New York @
- 1993 -2009 Premier Market Manager, PB and I Global Wealth and Investment Management, SVP LI NY, Bergen and Hudson NJ @
- 2000 -2004 Area Director, SVP - Hudson, Bergen and Essex New Jersey @ Fleet Bank
- 1993 -2000 Cluster Branch Manager, VP - Manhattan, Hudson and Bergen NJ @
Benjamin Garcia Education
- Cannon Financial Institute
(Leasership training)
2005-2007 - Fairleigh Dickinson University Silberman College of Business
Bachelor of Science (BS) (Marketing / Business Management)
1986-1990 - The Wharton School
Executive Education, Citi Global Wealth Institute Beijing, China (Excellence in Sales Leadership)
2016
Benjamin Garcia Skills
- Banking
- CRM
- Mergers
- Wealth Management
- Change Management
- Credit
- Product Development
- Loans
- Marketing
- Retail Banking
- Partner Management
- Investments
- Leadership
- Mergers & Acquisitions
- Mortgage Lending
- Financial Services
- Portfolio Management
- Relationship Management
- Management
- Cross Selling
- Series 63
- Mutual Funds
- Wealth Management Services
- Small Business Lending
- Sales
- Series 7
- Insurance
- Financial Advisory
- Consumer Lending
- Credit Analysis
- Strategy
- Commercial Banking
- Commercial Lending
- Team Management
- Finance
- Financial Risk
- Private Banking
- Securities
- Investment Advisory
- Coaching
- Financial Analysis
- Customer Retention
- Loan Origination
- Risk Management
- Cluster
- Mergers and Acquisitions
Benjamin Garcia Summary
- Benjamin Garcia, based in New York, NY, US, is currently a Director, Senior Wealth Group Executive - East Coast at Citi. Benjamin Garcia brings experience from previous roles at Citi. Benjamin Garcia holds a 2005 - 2007 Cannon Financial Institute. With a robust skill set that includes Banking, CRM, Mergers, Wealth Management, Change Management and more. Benjamin Garcia has 4 emails and 2 mobile phone numbers on RocketReach.
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