Marshall Green Email & Phone Number
Senior Wealth Advisor @ Citi
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Marshall Green Location
- New York, NY, US
Marshall Green Work
- Senior Wealth Advisor @ (April 2024 - Present)
- Wealth Relationship Advisor, AVP @ (August 2021 - April 2024)
- Wealth Relationship Manager @ (July 2020 - April 2024)
- Citigold Relationship Manager @ (May 2017 - July 2020)
- Financial Advisor @ (December 2015 - May 2017)
- Private Client Banker @ JPMorgan Chase Bank N.A (December 2011 - December 2015)
- Agent @ (September 2011 - December 2011)
- Equities Investor @ Self Employed (June 2005 - June 2011)
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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