Registered Client Service Associate
Current
Citi Personal Wealth Management
Jun 2013 - Present
AeroLeads people directory · profile
Joel Silberman Email & Phone Number
Registered Client Service Associate
at
Citi Personal Wealth Management
1 work email found
@citigroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Citi Personal Wealth Management
Role
Registered Client Service Associate
Location
Los Angeles, California, United States
Who is Joel Silberman? Overview
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Quick answer
Joel Silberman is listed as Registered Client Service Associate at Citi Personal Wealth Management, based in Los Angeles, California, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Joel Silberman.
Joel Silberman previously worked as Assistant Vice President Financial Solutions Advisor at Bank Of America/Merrill Edge and Investment Consultant at Citi Personal Wealth Management. Joel Silberman studied at University High School.
Company email context
Email format at Citi Personal Wealth Management
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{first}.{last}@citigroup.com
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Profile bio
About Joel Silberman
Joel Silberman is a Registered Client Service Associate at Citi Personal Wealth Management. He possess expertise in investments, mutual funds, securities, portfolio management, series 7 and 27 more skills.
Listed skills include Investments, Mutual Funds, Securities, Portfolio Management, and 28 others.
Current workplace
Joel Silberman's current company
Company context helps verify the profile and gives searchers a useful next step.
Citi Personal Wealth Management
14 roles · 22 years
Joel Silberman work experience
A career timeline built from the work history available for this profile.
Assistant Vice President Financial Solutions Advisor
Bank Of America/Merrill Edge
Provide investment solutions for bank clients.
Feb 2012 - Dec 2012
Investment Consultant
Citi Personal Wealth Management
Participated in new investment pilot program profiling affluent bank clients and identifying opportunities for financial advisor teams.Financial licenses include series7,66, life and health, Accredited Investment Fiduciary
Jun 2010 - Dec 2011
Financial Associate
Washington Mutual Financial Services
Served as Associate to top producing broker by consulting with clients to determine their needs. Successfully handled $1M portfolios for personal clients maintaining client satisfaction.Contributed over $700,000 in annual production by augmenting and retaining broker's client base. Assisted broker in achieving President's Club status two out of three.
Dec 2005 - Jun 2009
Financial Associate
Wm Financial Services
Assist a top broker in consulting with clients to determine their needs.Review financials and recommend appropriate investment products. Also handle portfolios for personal clients.
Dec 2005 - May 2009
Financial Advisor
Atlas
2004 - 2008
~4 yrs
Financial Advisor
2004 - 2008
~4 yrs
Investment Representative
Atlas Securities, Inc./World Savings
Identify client's financial investment goals and determine appropriate products such as mutual funds and annuities to meet their objectives.
Oct 2004 - May 2005
Investment Representative
Atlas Securities, Inc./World Savings
A multi-million dollar securities arm of major bank; Identify client's financial investment goals and determine appropriate products such as mutual funds and annuities to meet their objectives. Successfully worked with branch staff resulting in increased sales production.
Oct 2004 - May 2005
Financial Consultant
Wm Financial Services Pacific Palisades
/Financial AssociateConsulted with clients to determine their financial: needs and refer investment opportunities. < Promoted
Jan 2001 - Jan 2003
Financial Consultant
Washington Mutual Financial Services
Consulted with clients to determine their financial needs and refer investment opportunities.Promoted from Financial Associate in first year on the jobWorked with several high net worth clients insuring high satisfaction marks.
Jan 2001 - Jan 2003
Financial Advisor
Ubs Painewebber Financial Services
Participated in a 2 year financial trainee program for affluent investors. < Obtained series 7, 66 and Life and Health Licenses. < Received Division Trainee Award.
Jan 1999 - Jan 2001
Financial Advisor
Ubs Painewebber Financial Services
Participated in a two year financial trainee program to service affluent investors Obtained series 7, 66 and Life and Health Licenses.Received Division Trainee Award.
Jan 1999 - Jan 2001
Vice President/Owner
Rexall Drugs/Sydkor Pharmacy, Inc
Responsible for managing all aspects of this $1 million per year combination retail pharmacy and general store, located near a high traffic hotel and in an upscale neighborhood. Managed the hiring, training and supervising of up to 13 employees and Pharmacists. Developed innovative merchandising techniques and handled all purchasing of sundries, Hallmark.
Jan 1974 - Jan 1999
3 education records
Joel Silberman education
Education record
University High School
Education record
General Education
FAQ
Frequently asked questions about Joel Silberman
Quick answers generated from the profile data available on this page.
What company does Joel Silberman work for?
Joel Silberman works for Citi Personal Wealth Management.
What is Joel Silberman's role at Citi Personal Wealth Management?
Joel Silberman is listed as Registered Client Service Associate at Citi Personal Wealth Management.
What is Joel Silberman's email address?
AeroLeads has found 1 work email signal at @citigroup.com for Joel Silberman at Citi Personal Wealth Management.
Where is Joel Silberman based?
Joel Silberman is based in Los Angeles, California, United States while working with Citi Personal Wealth Management.
What companies has Joel Silberman worked for?
Joel Silberman has worked for Citi Personal Wealth Management, Bank Of America/Merrill Edge, Washington Mutual Financial Services, Wm Financial Services, and Atlas.
How can I contact Joel Silberman?
You can use AeroLeads to view verified contact signals for Joel Silberman at Citi Personal Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Joel Silberman attend?
Joel Silberman studied at University High School.
What skills is Joel Silberman known for?
Joel Silberman is listed with skills including Investments, Mutual Funds, Securities, Portfolio Management, Series 7, Investment Advisory, Series 63, and Fixed Annuities.
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