Caroline Welling's Location
Hoboken, NJ, US
Caroline Welling's Work
- Citigold Wealth Management - Senior Vice President @ Citi
- eClient Services Manager- Citi Private Bank, VP @ Citi
- Accounting Manager and Relationship Manager, VP @ Bankers Trust/Deutsche Bank/State Street
- Mutual Fund Accountant @ VanEck
- Mutual Fund Accountant @ BNY Mellon
Caroline Welling's Education
- Pace University
(BBA) (Public Accounting)
- Stevens Institute of Technology
Master of Science (MS) (General Management)
Caroline Welling's Skills
- Series 7
- Series 63
- Wealth Management
- Fixed Income
- Equities
Caroline Welling's Summary
Caroline Welling, based in Hoboken, NJ, US, is currently a Citigold Wealth Management - Senior Vice President at Citi, bringing experience from previous roles at Citi, Bankers Trust/Deutsche Bank/State Street, Van Eck Global and Dreyfus. Caroline Welling holds a (BBA) in Public Accounting @ Pace University. With a robust skill set that includes Series 7, Series 63, Wealth Management, Fixed Income, Equities and more, Caroline Welling contributes valuable insights to the industry. Caroline Welling has 2 emails on RocketReach.
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