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 on RocketReach.
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Others Named Eric Bradley
Eric Bradley
Group Manager
Portland, OR, US
Top Citizens Private Wealth Employees
Joan Bozek
Chief Fiduciary Officer and Head of Wealth Trust
Boston, MA, US
Matthew Smith
Investment Manager, Vice President
Boston, MA, US
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