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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
Citi Private Bank / Wealth At Work
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Investment Client Service Operations SpecialistCiti Private Bank / Wealth At WorkNew York, Ny, Us
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Client Service Officer, Vice PresidentCiti Private Bank, Law Firm Group Jan 2017 - PresentNew York, NyDeliver 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.
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Client Service Officer, Assistant Vice PresidentCiti Private Bank, Law Firm Group May 2014 - Jan 2017New York, Ny
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Financial AdvisorWells Fargo Advisors Llc Oct 2011 - May 2014New York, NyProvided a broad array of investment products and services, including trust services available through affiliates for nonprofits, HNW individuals, and businesses. -
Owner And PresidentNyc Window Designs, Inc. Feb 2007 - Oct 2011New York, NyFounded a window treatments company serving building owners and managers, general contractors, facility managers, interior designers, and individuals.
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Investment Relationship ManagerFirst Republic Bank Nov 2003 - Feb 2007New York, NyProvided investment guidance and services to Private Bank clients. -
Investment SpecialistCharles Schwab Nov 1997 - Nov 2003New York, NyReviewed 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. -
Financial AdvisorJpmorgan Chase 1995 - 1997New York, Ny -
RepresentativeMetlife 1989 - 1995New York, Ny
Christopher Trotta Skills
Christopher Trotta Education Details
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Political Science
Frequently Asked Questions about Christopher Trotta
What company does Christopher Trotta work for?
Christopher Trotta works for Citi Private Bank / Wealth At Work
What is Christopher Trotta's role at the current company?
Christopher Trotta's current role is Investment Client Service Operations Specialist.
What is Christopher Trotta's email address?
Christopher Trotta's email address is ch****@****ors.com
What is Christopher Trotta's direct phone number?
Christopher Trotta's direct phone number is +131487*****
What schools did Christopher Trotta attend?
Christopher Trotta attended Villanova University, Richmond, The American International University In London.
What are some of Christopher Trotta's interests?
Christopher Trotta has interest in Children, Ny Rangers, Ny Mets, Music, Ny Knicks, Dogs, Animal Welfare, Ny Jets.
What skills is Christopher Trotta known for?
Christopher Trotta has skills like Investments, Financial Services.
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3gmail.com, gmail.com, factset.com -
Christopher Trotta
Private Client Advisor & Vice President Of Investments At J.P. Morgan Wealth ManagementSeaford, Ny -
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