Nikki Welsh Email & Phone Number
Senior Vice President, CWM Business Strategy and Development @ Citizens Securities, Inc.
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Nikki Welsh Location
- Lakewood, OH, US
Nikki Welsh Work
- 2025 -now Senior Vice President, CWM Business Strategy and Development @
- 2024 -2025 CWM Business Strategy and Development Manager @
- 2022 -2024 CSI Sales and Supervision Manager @
- 2019 -2022 Vice President, Senior Strategy Consultant at Citizens Securities, Inc. @
- 2017 -2018 Reporting Analyst @
- 2015 -2017 Investment Sales Assistant @
- 2014 -2015 Licensed Banker @
- 2014 -2014 Personal Banker @
Nikki Welsh Education
- Washington & Jefferson College
Nikki Welsh Skills
- Customer Relationship Management (CRM)
- Business Strategy
- Career Development Coaching
- Cross-functional Team Leadership
- Business Development
- Change Management
- Customer Service
- Cross Selling
- Sales
- Cash Management
- Banking
- Leadership
- Personal Banking
- Credit Cards
- Banking Relationships
- Home Equity
- NMLS Licensed
- Relationship Management
- Credit
- Retail Banking
- Consumer Lending
- Financial Services
- Finance
- Team Building
- Branch Banking
- Home Equity Lines of Credit
- Marketing Strategy
- Social Networking
- Portfolio Management
- Financial Planning
- Strategic Planning
- Investments
- Financial Analysis
- Event Management
- Analysis
- Risk Management
- Management
- Retirement Planning
- Salesforce.com Implementation
- Salesforce.com Administration
- Salesforce.com
- Employee Training
- Staff Training
- Analytical Skills
- Business Analysis
- Performance Reporting
- Salesforce
- Training
- Sales Coaching
Nikki Welsh Summary
- Nikki Welsh, based in Lakewood, OH, US, is currently a Senior Vice President, CWM Business Strategy and Development at Citizens Wealth Management. Nikki Welsh brings experience from previous roles at Citizens Wealth Management. Nikki Welsh holds a Washington & Jefferson College. With a robust skill set that includes Customer Relationship Management (CRM), Business Strategy, Career Development Coaching, Cross-functional Team Leadership, Business Development and more. Nikki Welsh has 1 emails and 2 mobile phone numbers on RocketReach.
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