Citigold Private Client Relationship Manager@ Citi
Islandia, New York, United States
Nadia Delpozo
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FlashIntel GPTNadia Delpozo is a highly experienced financial professional with 14.9 years of work experience. She specializes in retirement planning, fixed annuities, investments, and financial planning. Based in the United States, Nadia currently works as a Citigold Private Client Relationship Manager at Citi. She has also held positions at MassMutual Long Island Metro and has a strong background in wealth management and retirement planning. Nadia's expertise extends to areas such as retirement, investment, and retirement planning.
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About
Citigold Private Client Relationship Manager at Citi
Work Experience
Citigold Private Client Relationship Manager
Financial Services
Nadia Delpozo's Professional Milestones
- Financial Advisor (2013-03-01~2013-09-01): Developed successful financial strategies to optimize portfolio performance and increase profitability.
- Citigold Private Client Relationship Manager (2013-09-01~): Enhanced client satisfaction and loyalty through effective communication and business development strategies.
Skill
Retirement Planning
Fixed Annuities
Investments
Financial Planning
Mutual Funds
Wealth Management
Retirement
Iras
Life Insurance
Financial Advisory
Disability Insurance
Series 63
Estate Planning
Securities
Long Term Care
Asset Allocation
401k
Series 6
Strategic Financial Planning
401k Rollovers
Financial Planners
Pensions
Certification
Colleagues
Other Named Nadia Delpozo
Frequently asked questions
We found 2 Nadia Delpozo's email addresses
We found 3 Nadia Delpozo's phone numbers
Nadia Delpozo works for Citi
Nadia Delpozo's role in Citi is Citigold Private Client Relationship Manager
Nadia Delpozo works in the industry of Financial Services
Nadia Delpozo's colleagues are Britney A,Leonard Thomson,Abrar Bagdadi
Nadia Delpozo's latest job experience is Citigold Private Client Relationship Manager at Citi
