Roger Henry Email & Phone Number
AVP, Treasury Management Implementation Consultant @ Citizens Business Bank
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Roger Henry Location
- Los Angeles, CA, US
Roger Henry Work
- 2023 -now AVP, Treasury Management Implementation Consultant @
- 2015 -2023 Treasury Management Implementation Specialist @
- 2015 -2015 Officer; Dedicated Service Coordinator @
- 2014 -2015 Officer; Client Fulfillment Consultant @
- 2009 -2014 Officer; Sr. Dedicated Service Director and Senior Treasury Services Advisor @
- 2008 -2009 Learning Coach @
- 2007 -2008 Follow-up Team Advisor @
- 2006 -2006 Tier 1 and Treasury Services Advisor @
- 2005 -2006 Senior Customer Solutions Officer @
- 2003 -2005 Escalation Gate, Senior Customer Representative @
- 2001 -2003 Customer Service Representative II @
Roger Henry Education
- California State University, Los Angeles
(Business Management)
Roger Henry Skills
- Wealth Management
- Portfolio Management
- Fixed Income
- Retirement Planning
- Financial Modeling
- Financial Analysis
- Strategic Financial Planning
- Investment Banking
- Mutual Funds
- Capital Markets
- Series 7
- Equities
- Investments
- Banking
- Finance
- Analysis
- Credit
- Risk Management
- Relationship Management
- Retail Banking
- Commercial Banking
- Treasury Management
- Financial Services
- Financial Risk
- Cash Management
- Customer Service
- Training
- Process Improvement
- Leadership
- Public Speaking
- Business Analysis
- Microsoft Excel
- Coaching
Roger Henry Summary
- Roger Henry, based in Los Angeles, CA, US, is currently a AVP, Treasury Management Implementation Consultant at Citizens Business Bank. Roger Henry brings experience from previous roles at Citizens Business Bank and Bank of America Merrill Lynch. Roger Henry holds a California State University, Los Angeles. With a robust skill set that includes Wealth Management, Portfolio Management, Fixed Income, Retirement Planning, Financial Modeling and more. Roger Henry has 1 emails and 1 mobile phone numbers on RocketReach.
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