Mark Cortez Email & Phone Number
Wealth Relationship Manager, AVP @ Citi
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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 and 2 mobile phone numbers on RocketReach.
Looking for a different Mark Cortez?
Find contact details for 700 million professionals.
Others Named Mark Cortez
Mark Cortez
Senior Vice President
Celina, TX, US
Mark Cortez
Sales Manager
Chicago, IL, US
Mark Cortez
Wealth Relationship Manager, AVP
United States
Mark Cortez
Turner Site Manager
New Orleans, LA, US
Mark Cortez
Partnership Associate, Houston Baptist University
Texas, United States
Mark Cortez
Executive Director of Admissions
United States
Top Citi Employees
Florencia Spangaro
Chief Operating Officer, Citi Foundation
New York, NY, US
Essya Hanachi
Chief Financial Officer, U.S. Personal Banking
New York, NY, US
Edmond Tam
COO, Citi Global Data Insights
New York, NY, US
Rafael Soeda
Chief Operating Officer - Services
New York, NY, US
Ray Cooper
Chairman - Healthcare Services
New York, NY, US
Gavin Skinner
COO - Research
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co