Robert Mourad Email & Phone Number
Senior Vice President - Wealth Group Executive @ Citi
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Robert Mourad Location
- Beverly Hills, CA, US
Robert Mourad Work
- 2026 -now Senior Vice President - Wealth Group Executive @
- 2022 -2026 Chief Portfolio Strategist and Executive Director of Products and Services @
- 2011 -2022 Wealth Management Consultant @
- 1994 -2022 Director @
Robert Mourad Education
- Pepperdine University, The George L. Graziadio School of Business and Management 1995-1997
- California State University, Long Beach 1989-1994
Robert Mourad Skills
- Wealth Management
- Investments
- Series 7
- Portfolio Management
- Equities
- Alternative Investments
- Investment Strategies
- Chartered Institute of Management Accountants (CIMA)
- CFP®
- CPWA®
Robert Mourad Summary
- Robert Mourad, based in Beverly Hills, CA, US, is currently a Senior Vice President - Wealth Group Executive at Citi. Robert Mourad brings experience from previous roles at Galliott Capital Advisors and UBS Financial Services Inc.. Robert Mourad holds a 1995 - 1997 Pepperdine University, The George L. Graziadio School of Business and Management. With a robust skill set that includes Wealth Management, Investments, Series 7, Portfolio Management, Equities and more. Robert Mourad has 2 emails on RocketReach.
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