Eric Bradley Email & Phone Number
Managing Director @ Citizens Private Wealth
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Eric Bradley Location
- Newport Beach, CA, US
Eric Bradley Work
- 2025 -now Managing Director @
- 2021 -2025 Vice President @ Citi Private Bank
- 2020 -2021 Wealth Relationship Manager, AVP @
- 2017 -2020 CitiGold Relationship Manager @
- 2014 -2017 Private Client Banker @
- 2012 -2014 Financial Professional @
- 2012 -2013 Sr. Marketing Associate @
- 2011 -2012 Operations and Controls Specialist @
- 2010 -2011 Agency Intern @
Eric Bradley Skills
- Portfolio Management
- Investments
- Risk Management
- Research
- Sales
- Credit
- Financial Analysis
- Insurance
- Loans
- Financial Services
- Retirement Planning
- Financial Planning
- Mutual Funds
Eric Bradley Summary
- Eric Bradley, based in Newport Beach, CA, US, is currently a Managing Director at Citizens Private Wealth. Eric Bradley brings experience from previous roles at Citi Private Bank, Citi and Chase. With a robust skill set that includes Portfolio Management, Investments, Risk Management, Research, Sales and more. Eric Bradley has 1 emails and 1 mobile phone numbers on RocketReach.
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