je****@je****.com & No phone number available.

Jeff Werner

As a Wealth Relationship Manager, my goal is to build strong relationships with clients by earning their trust.... | New York, New York, United States

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Jeff Werner’s Location New York, New York, United States

Jeff Werner’s Expertise As a Wealth Relationship Manager, my goal is to build strong relationships with clients by earning their trust. I strive to make a difference in their financial lives by understanding clients' ever-changing priorities and by making it easier for clients to access Citi resources, benefits, rewards and services. In addition, I connect clients with Citi's experienced professionals, who can help address clients' financial needs and goals in banking, borrowing, insurance and investing. I have 34 years of experience in wealth management services. I hold a Bachelor of Arts degree in Economics from Florida International University as well as Series 7 and 66 licenses. I also hold a New York State Life and Health Insurance License.

Jeff Werner’s Current Industry Citi

Jeff Werner’s Prior Industry
Bank Of America | Merrill Lynch | Citi

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Work Experience

Citi

Wealth Relationship Manager - Citi Personal Wealth Management

Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Merrill Lynch

Financial Advisor

Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

Bank Of America

Mortgage Sales Manager

Mon Jan 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

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Jeff Werner Email Addresses

je****@je****.com Work Email

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FAQ About Jeff Werner

Jeff Werner is located at
New York, New York, United States

Jeff Werner is a
As a Wealth Relationship Manager, my goal is to build strong relationships with clients by earning their trust. I strive to make a difference in their financial lives by understanding clients' ever-changing priorities and by making it easier for clients to access Citi resources, benefits, rewards and services. In addition, I connect clients with Citi's experienced professionals, who can help address clients' financial needs and goals in banking, borrowing, insurance and investing. I have 34 years of experience in wealth management services. I hold a Bachelor of Arts degree in Economics from Florida International University as well as Series 7 and 66 licenses. I also hold a New York State Life and Health Insurance License. Citi

Jeff Werner currently works in the
Citi

Jeff Werner specializes in
As a Wealth Relationship Manager, my goal is to build strong relationships with clients by earning their trust. I strive to make a difference in their financial lives by understanding clients' ever-changing priorities and by making it easier for clients to access Citi resources, benefits, rewards and services. In addition, I connect clients with Citi's experienced professionals, who can help address clients' financial needs and goals in banking, borrowing, insurance and investing. I have 34 years of experience in wealth management services. I hold a Bachelor of Arts degree in Economics from Florida International University as well as Series 7 and 66 licenses. I also hold a New York State Life and Health Insurance License.