Mark Cortez Email & Phone Number
Wealth Relationship Manager, AVP @ Citi
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Mark Cortez Location
- United States
Mark Cortez Work
- 2020 -now Wealth Relationship Manager, AVP @
- 2019 -2020 Citgold Relationship Manager @
- 2014 -2019 Personal Banker and Branch Manager Delegate @
- 2013 -2014 Private Banking - Account Relationship Associate @
- 2013 -2013 Financial Service Professional @
- 2012 -2013 Account Executive - B2B Sales @
- 2010 -2011 Account Manager | International Project Coordinator @ World Eye Reports
- 2008 -2010 Financial Associate | Teller @
Mark Cortez Education
- San Jose State University
Bachelor of Business Administration (BBA) (Finance)
2004-2009
Mark Cortez Skills
- Wealth Management Services
- Insurance
- Microsoft Office
- Banking
- Bank Reconciliation
- Account Relationship
- Word
- Analysis
- Lead Generation
- Financial Services
- Advertising Sales
- Data Analysis
- Direct Sales
- Social Networking
- Expense Management
- Marketing
- Branch Banking
- Term Life Insurance
- Google Docs
- Excel
- Project Finance
- Personal Financial
- Sales
- Budgeting
- Strategic Planning
- Microsoft Word
- Mortgage Banking
- SAN
- Personal Financial Planning
- Online Advertising
- Customer Service
- Life Insurance
- Financial Analysis
- Project Planning
- Market Analysis
- Home Equity Lines of Credit
- Microsoft Excel
- Salesforce.com
- Personal Finance
- Private Banking
- Account Management
- Finance
- Outlook
- Business Development
- PowerPoint
- Fixed Annuities
- B2b
- Advertising
- Pivot Tables
- Budgets
- Retail Banking
- Negotiation
- Disability Insurance
- Estate Planning
- Leadership
- Long Term Care Insurance
Mark Cortez Summary
- Mark Cortez, based in United States, is currently a Wealth Relationship Manager, AVP at Citi. Mark Cortez brings experience from previous roles at Citi, Northern Trust Corporation and MassMutual Northern California - San Jose. Mark Cortez holds a 2004 - 2009 Bachelor of Business Administration (BBA) in Finance @ San Jose State University. With a robust skill set that includes Wealth Management Services, Insurance, Microsoft Office, Banking, Bank Reconciliation and more. Mark Cortez has 3 emails on RocketReach.
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