Jonathan Ip Email & Phone Number
Wealth Relationship Manager @ Citi
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Jonathan Ip Location
- Torrance, CA, US
Jonathan Ip Work
- Wealth Relationship Manager @ (November 2022 - Present)
- Personal Banker @ (December 2013 - November 2022)
- Personal Banker II and Assistant Manager @ (November 2011 - November 2013)
- Business Development @ (July 2011 - April 2012)
- Personal Banker @ (May 2010 - November 2011)
- Fitness Counselor @ (June 2009 - May 2010)
Jonathan Ip Education
- California State University-Long Beach
BS (Finance)
2004-2009 - Palos Verdes Peninsula High School
HS Diploma
2001-2004
Jonathan Ip Skills
- Fluent in Cantonese
- Team Building
- Information Technology
- Cash Management
- Banking
- Lines Of Credit
- Fixed Annuities
- Retirement Planning
- Sales
- Loan Origination
- Brokerage
- Annuities
- Portfolio Management
- Cross Selling
- Mortgage Banking
- Investments
- Relationship Management
- Mortgage Lending
- Refinance
- Finance
- Treasury Management
- Fundraising
- Telemarketing
- Sales Management
- Wealth Management
- Commercial Banking
- Microsoft Office
- Credit
- MS Office Suite
- Consumer Lending
- Customer Service
- Management
- Private Banking
- Retail Banking
- Mandarin
- Small Business Lending
- Loans
- Commercial Lending
- Securities
- Mortgage Planning
- Residential Mortgages
Jonathan Ip Summary
- Jonathan Ip, based in Torrance, CA, US, is currently a Wealth Relationship Manager at Citi. Jonathan Ip brings experience from previous roles at Citi, Wells Fargo, Fusion Systems North America and JPMorgan Chase & Co.. Jonathan Ip holds a 2004 - 2009 BS in Finance @ California State University-Long Beach. With a robust skill set that includes Fluent in Cantonese, Team Building, Information Technology, Cash Management, Banking and more. Jonathan Ip has 1 emails and 1 mobile phone numbers on RocketReach.
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