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Sammy Colón Location
New York, NY, US
Sammy Colón Work
Vice President for Nonprofit and Institutional Banking @ (May 2025 - Present)
Senior Private Bank Officer, Vice President | Private Bank @ (October 2011 - April 2025)
Preferred Banker | Private Bank @ (April 2007 - October 2011)
International Financial Advisor, Vice President @ (April 2004 - January 2007)
Account Executive, A.V.P. | Private Bank @ (January 2000 - January 2003)
Sammy Colón Education
Yale University
Financial Markets.
2022-2023
Rice Business
Foundations of mindfulness
2021-2021
Sammy Colón Skills
Wealth Management
Investments
Financial Services
Portfolio Management
Asset Management
Finance
Financial Analysis
Asset Allocation
Fixed Income
Private Banking
Banking
Series 7
Analytics
63 Licenses
Credit
Loans
CRM
Leadership
Securities
Relationship Management
Wealth Management Services
Business Development
Financial Modeling
Loan Origination
Credit Cards
401k
Retirement Planning
Risk Management
Equities
Credit Analysis
Analysis
Financial Advisory
Capital Markets
Management
Commercial Banking
Mutual Funds
Voluntary
Health Insurance
Sammy Colón Summary
Sammy Colón, based in New York, NY, US, is currently a Vice President for Nonprofit and Institutional Banking at City National Bank. Sammy Colón brings experience from previous roles at City National Bank, First Republic Bank, Citicorp Investment Services and Citi. Sammy Colón holds a 2022 - 2023 Financial Markets. @ Yale University. With a robust skill set that includes Wealth Management, Investments, Financial Services, Portfolio Management, Asset Management and more. Sammy Colón has 3 emails and 2 mobile phone numbers on RocketReach.
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