Puneet Singh Email & Phone Number
Vice President, Financial Advisor at Citizens Private Client @ Citizens Securities, Inc.
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Puneet Singh Location
- Boston, MA, US
Puneet Singh Work
- Vice President, Financial Advisor at Citizens Private Client @ (December 2022 - Present)
- Private Client @ (January 2022 - December 2022)
- Vice President, Financial Solutions Advisor @ (November 2016 - December 2021)
- Senior Banker @ (July 2015 - November 2016)
- Assistant Vice President @ Appco UK (August 2007 - February 2015)
- Sales Executive @ (January 2005 - April 2007)
Puneet Singh Education
- The University of Auckland
Business (Business Administration and Management, General)
2012-2013 - Melbourne Business School
Hospitality & Business Management. (Hospitality Administration/Management)
2007-2009 - Panjab University
Bachelor of Arts (B.A.) (Political Science and Government)
2003-2006
Puneet Singh Skills
- Leadership
- Home Equity Lines of Credit
- Team Building
- Cash Management
- Banking
- Branch Management
- Public Speaking
- Lines Of Credit
- Branch Banking
- Credit Cards
- Retail
- Sales
- Event Planning
- Customer Retention
- Mortgage Banking
- Cross Selling
- Customer Satisfaction
- Investments
- Relationship Management
- Mortgage Lending
- Credit Risk
- Finance
- Team Leadership
- Financial Services
- Commercial Banking
- Sales Management
- Direct Sales
- Marketing
- Social Networking
- Risk Management
- Credit
- Training
- Time Management
- Employee Training
- Consumer Lending
- Customer Service
- Financial Analysis
- Management
- Teamwork
- Credit Analysis
- Retail Banking
- Small Business Lending
- Loans
- Commercial Lending
Puneet Singh Summary
- Puneet Singh, based in Boston, MA, US, is currently a Vice President, Financial Advisor at Citizens Private Client at Citizens Wealth Management. Puneet Singh brings experience from previous roles at JPMorgan Chase & Co., Bank of America Merrill Lynch, Citizens Bank and Appco UK. Puneet Singh holds a 2012 - 2013 Business in Business Administration and Management, General @ The University of Auckland. With a robust skill set that includes Leadership, Home Equity Lines of Credit, Team Building, Cash Management, Banking and more. Puneet Singh has 2 emails and 1 mobile phone numbers on RocketReach.
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