Megan Ruo
Premier Relationship Manager II@ Citizens
Boston, Massachusetts, United States
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Megan Ruo is a highly experienced professional with 23.6 years of work experience. She possesses a diverse skill set including leadership, Microsoft Office, piano instructor, management, fraud, banking, retail banking, training, team leadership, security management, life and health insurance license, customer service, licenses held, series 7, loss prevention, and bank secrecy act. Megan has worked in various roles, including Financial Advisor at Sorrento Pacific Financial, Financial Consultant at Citizens Financial Group, Inc., Premier Relationship Manager at Citizens, and Registered Representative at Santander Bank, N.A. She is based in the United States.
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Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@citizbank.com
@citizensbank.com
+1 615735****
+1 800922****
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About

Licenses held 6,63,65,7 life and health

Work Experience

1 Citizens Plaza, Providence, Rhode Island, 02903, US

Banking

20536
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Megan Ruo's Professional Milestones

  • Financial Consultant Ii (2016-04-01~): Providing strategic financial insights and solutions to clients, driving optimal financial performance and business strategy.
  • Financial Advisor (2017-07-01~): Provided expert financial advice, guiding clients towards successful financial decisions.
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Education

Patten University
Patten University

Business Management,

Business,

Accounting,

Bachelors

2015-2017