Investment Client Service Operations Specialist
Citi Private Bank / Wealth At Work
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Christopher Trotta Email & Phone Number
Investment Client Service Operations Specialist
at
Citi Private Bank / Wealth at Work
1 work email found
@citigroup.com
1 phone found area 314
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Citi Private Bank / Wealth at Work
Role
Investment Client Service Operations Specialist
Location
New York, United States
Who is Christopher Trotta? Overview
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Quick answer
Christopher Trotta is listed as Investment Client Service Operations Specialist at Citi Private Bank / Wealth at Work, based in New York, United States. AeroLeads shows a work email signal at citigroup.com, phone signal with area code 314, and a matched LinkedIn profile for Christopher Trotta.
Christopher Trotta previously worked as Client Service Officer, Vice President at Citi Private Bank, Law Firm Group and Client Service Officer, Assistant Vice President at Citi Private Bank, Law Firm Group. Christopher Trotta holds Ba, Political Science from Villanova University.
Company email context
Email format at Citi Private Bank / Wealth at Work
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{first}.{last}@citigroup.com
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AeroLeads found 1 current-domain work email signal for Christopher Trotta. Compare company email patterns before reaching out.
Profile bio
About Christopher Trotta
Accomplished financial professional with extensive experience providing financial guidance to individuals, smallbusinesses, nonprofits, and large organizations. Excels at growing existing relationships, generating referral business, and improving processes and efficiencies. Recognized for responsiveness, ethics, and integrity. Strong ability to build client rapport and trust. Persuasive communication and presentation skills – clearly articulating and balancing risks and rewards. Trusted advisor, collaborator, teacher, mentor, and coach.Areas of Expertise:Investment Guidance | Equities | ETFs | Fixed Income | Mutual Funds | REITs | Asset Allocation Retirement Planning Estate Planning | Separately Managed Accounts | Hedge Funds | Private Equity Personal Financial Statements | Banking | Checking | Savings | MortgagesUnsecured & Secured Lines of Credit (Term & Revolving) | CDs
Listed skills include Investments and Financial Services.
Current workplace
Christopher Trotta's current company
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Citi Private Bank / Wealth At Work
9 roles · 38 years
Christopher Trotta work experience
A career timeline built from the work history available for this profile.
Client Service Officer, Vice President
Current
Citi Private Bank, Law Firm Group
Deliver top-tier investment, banking, mortgage, credit, and planning services (financial, estate, and trust) to Am Law 200 firms as well as their partners and associates. Provide attentive and proactive client service focused on satisfying clients while protecting team and company interests.
Jan 2017 - Present
Client Service Officer, Assistant Vice President
Citi Private Bank, Law Firm Group
May 2014 - Jan 2017
Financial Advisor
Provided a broad array of investment products and services, including trust services available through affiliates for nonprofits, HNW individuals, and businesses.
Oct 2011 - May 2014
Owner And President
Nyc Window Designs, Inc.
Founded a window treatments company serving building owners and managers, general contractors, facility managers, interior designers, and individuals.
Feb 2007 - Oct 2011
Investment Relationship Manager
Provided investment guidance and services to Private Bank clients.
Nov 2003 - Feb 2007
Investment Specialist
Reviewed and analyzed client portfolios. Advised on investment strategies based on relevant risk, tax bracket, income needs, and time horizon factors. Referred clients to internal and external fee-based investment managers.
Nov 1997 - Nov 2003
Financial Advisor
1995 - 1997
~2 yrs
Representative
1989 - 1995
~6 yrs
2 education records
Christopher Trotta education
Ba, Political Science
FAQ
Frequently asked questions about Christopher Trotta
Quick answers generated from the profile data available on this page.
What company does Christopher Trotta work for?
Christopher Trotta works for Citi Private Bank / Wealth at Work.
What is Christopher Trotta's role at Citi Private Bank / Wealth at Work?
Christopher Trotta is listed as Investment Client Service Operations Specialist at Citi Private Bank / Wealth at Work.
What is Christopher Trotta's email address?
AeroLeads has found 1 work email signal at @citigroup.com for Christopher Trotta at Citi Private Bank / Wealth at Work.
What is Christopher Trotta's phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Christopher Trotta at Citi Private Bank / Wealth at Work.
Where is Christopher Trotta based?
Christopher Trotta is based in New York, United States while working with Citi Private Bank / Wealth at Work.
What companies has Christopher Trotta worked for?
Christopher Trotta has worked for Citi Private Bank / Wealth At Work, Citi Private Bank, Law Firm Group, Wells Fargo Advisors Llc, Nyc Window Designs, Inc., and First Republic Bank.
How can I contact Christopher Trotta?
You can use AeroLeads to view verified contact signals for Christopher Trotta at Citi Private Bank / Wealth at Work, including work email, phone, and LinkedIn data when available.
What schools did Christopher Trotta attend?
Christopher Trotta holds Ba, Political Science from Villanova University.
What skills is Christopher Trotta known for?
Christopher Trotta is listed with skills including Investments and Financial Services.
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