Marshall Green Email & Phone Number
Senior Wealth Advisor @ Citi
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Marshall Green Location
- New York, NY, US
Marshall Green Work
- 2024 -now Senior Wealth Advisor @
- 2021 -2024 Wealth Relationship Advisor, AVP @
- 2020 -2024 Wealth Relationship Manager @
- 2017 -2020 Citigold Relationship Manager @
- 2015 -2017 Financial Advisor @
- 2011 -2015 Private Client Banker @ JPMorgan Chase Bank N.A
- 2011 -2011 Agent @
- 2005 -2011 Equities Investor @ Self Employed
Marshall Green Skills
- Strategic Planning
- Microsoft Office
- Life Insurance
- Loans
- Project Management
- Finance
- Strategic Initiatives
Marshall Green Summary
- Marshall Green, based in New York, NY, US, is currently a Senior Wealth Advisor at Citi. Marshall Green brings experience from previous roles at Citi and Merrill Lynch. With a robust skill set that includes Strategic Planning, Microsoft Office, Life Insurance, Loans, Project Management and more. Marshall Green has 3 emails and 1 mobile phone numbers on RocketReach.
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