Eric Stone

Eric Stone Email and Phone Number

Senior Wealth Advisor at Citi Global Wealth Management @ Citi
Mumbai, Maharashtra
Eric Stone's Location
Greater Chicago Area, United States, United States
About Eric Stone

As a Senior Wealth Advisor, I've been fortunate to play a role in Citi's Global Wealth Management division. My expertise lies in serving high net worth (HNW) and ultra high net worth (UHNW) individuals and families. I specialize in developing comprehensive financial plans that include sophisticated investment management, wealth preservation, and tax optimization strategies tailored to their long-term goals.My dedication to building trusted relationships and collaborating closely with clients reflects my commitment to delivering high quality service. I understand that each client is unique, and I take the time to fully understand their circumstances. This allows me to craft customized wealth management strategies that align with their needs. By prioritizing what matters most to my clients, I aim to consistently provide exceptional results, helping them achieve their financial objectives with confidence.

Eric Stone's Current Company Details
Citi

Citi

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Senior Wealth Advisor at Citi Global Wealth Management
Mumbai, Maharashtra
Website:
citibank.com
Employees:
10
Eric Stone Work Experience Details
  • Citi
    Senior Wealth Advisor - Vice President
    Citi Feb 2024 - Present
    New York, New York, Us
  • Citi
    Wealth Advisor - Vice President
    Citi Mar 2020 - Feb 2024
    New York, New York, Us
  • Citi
    Associate
    Citi Mar 2017 - Mar 2020
    New York, New York, Us
  • Morgan Stanley Wealth Management
    Global Wealth Management Intern
    Morgan Stanley Wealth Management Jun 2014 - Aug 2014
    New York, Ny, Us

Eric Stone Education Details

  • The University Of Iowa Tippie College Of Business
    The University Of Iowa Tippie College Of Business
    Finance

Frequently Asked Questions about Eric Stone

What company does Eric Stone work for?

Eric Stone works for Citi

What is Eric Stone's role at the current company?

Eric Stone's current role is Senior Wealth Advisor at Citi Global Wealth Management.

What schools did Eric Stone attend?

Eric Stone attended The University Of Iowa Tippie College Of Business.

Who are Eric Stone's colleagues?

Eric Stone's colleagues are Sheila Whitaker, Quinn Davis, Tejaswi Shinde, Ramkumar Ayyadurai, Nick Lombardo, Kiran Ade, Neeha Kazi.

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