AVP Wealth Relationship Manager @ (September 2020 - March 2022)
Vice President @ (March 2018 - July 2020)
Registered Client Service Associate @ (November 2013 - February 2018)
Marketing Manager @ (July 2013 - October 2013)
Marketing Intern @ (January 2013 - July 2013)
Accounting Intern @ (May 2012 - September 2012)
Sales Manager @ (August 2011 - May 2012)
Support Intern @ 2tor, Inc. (January 2011 - July 2011)
Marketing Intern @ (January 2008 - June 2008)
Benjamin Newman Education
University of Maryland
Bachelor of Science (BS) (Accounting)
2008-2012
West Windsor Plainsboro High School North 2004-2008
Benjamin Newman Skills
Digital Marketing
Facebook
Financial Modeling
Financial Planning
Financial Statements
Insurance
Life and health insurance
Marketing
Marketing Communications
Marketing Management
Marketing Strategy
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
New Business Development
Online Lead Generation
Online Marketing
PowerPoint
Public Speaking
Retirement Planning
Sales Management
Seeing the Bigger Picture
Series 66
Series 7
Social Media
Social Media Marketing
Social Networking
Tax Efficiency
Courses
CMA
Client Accounts
Registration
Maintenance
Expenses
Strategy
Accounting
Data Entry
Bank Statements
Newsletters
Profiles
Engineers
Seeing the Bigger
PMI
Target Audience
Sales Presentations
Android
Search
Articles
Advertising Agency
Life and Health Insurance
Expense Reports
DBMS
Customer Service
Optimization
Campaigns
Education
Sales
Strategic Marketing
Payroll
Records
Property Management
Benjamin Newman Summary
Benjamin Newman, based in New York, NY, US, is currently a SVP Senior Wealth Advisor at Citi. Benjamin Newman brings experience from previous roles at Citi and HSBC. Benjamin Newman holds a 2008 - 2012 Bachelor of Science (BS) in Accounting @ University of Maryland. With a robust skill set that includes Digital Marketing, Facebook, Financial Modeling, Financial Planning, Financial Statements and more. Benjamin Newman has 3 emails and 1 mobile phone numbers on RocketReach.
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