John Frey

John Frey Email and Phone Number

Senior Managing Director @ Citizens Private Bank | Relationship Manager, Foreign Exchange, Series 7 @ Citizens
John Frey's Location
Boston, Massachusetts, United States, United States
John Frey's Contact Details
About John Frey

With over 11 years of experience in the foreign exchange (FX) market and relationship management, I am a seasoned and passionate sales leader who specializes in providing customized FX and Banking solutions for alternative asset and life science clients. As a Senior Managing Director at Citizens Private Bank, I leverage my Series 7 certification and my deep knowledge of FX risk management to help clients navigate currency fluctuations and optimize their international investments. I am driven by the mission of delivering exceptional service and value to our clients, and I thrive in a collaborative and innovative culture that fosters diversity and inclusion.In my previous role as a Senior Managing Director at First Republic Bank, I led a team of FX sales advisers who focused on the alternative asset, life science, biotech, and health care industries. I was responsible for developing and executing sales strategies, building and maintaining client relationships, and generating new business opportunities. I also contributed to the design and implementation of hedging strategies, pricing models, and risk management advisory services. I successfully increased the FX revenue and market share of the bank, while delivering high-quality solutions and service to our clients.

John Frey's Current Company Details
Citizens

Citizens

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Senior Managing Director @ Citizens Private Bank | Relationship Manager, Foreign Exchange, Series 7
John Frey Work Experience Details
  • Citizens
    Senior Managing Director
    Citizens Jun 2023 - Present
    Providence, Rhode Island, Us
  • First Republic Bank
    Senior Managing Director - Foreign Exchange Sales
    First Republic Bank Dec 2018 - Jun 2023
    San Francisco, Ca, Us
    Corporate FX Sales Adviser that specifically focuses in Alternative Asset (PE/HF/VC) and Life Science / Biotech / Health Care industry. Conducting transactions in foreign currency requires careful thought and analysis. The experienced team at First Republic helps clients navigate currency markets and designs strategies to manage exchange rate risk, offering complete foreign exchange capabilities as well as customized solutions tailored to meet your specific objectives.Consultative approach to managing foreign exchange exposure.Capabilities in virtually all freely traded and nonrestricted currencies.Competitive pricing, regardless of transaction size or currency.Customized hedging strategies to protect international investments.Full risk management advisory services.
  • First Republic Bank
    Managing Director - Foreign Exchange
    First Republic Bank Feb 2016 - Dec 2018
    San Francisco, Ca, Us
    Conducting transactions in foreign currency requires careful thought and analysis. The experienced team at First Republic helps clients navigate currency markets and designs strategies to manage exchange rate risk, offering complete foreign exchange capabilities as well as customized solutions tailored to meet your specific objectives.Consultative approach to managing foreign exchange exposure.Capabilities in virtually all freely traded and nonrestricted currencies.Competitive pricing, regardless of transaction size or currency.Customized hedging strategies to protect international investments.Full risk management advisory services.
  • First Republic Bank
    Senior Vice President - Foreign Exchange Sales
    First Republic Bank Feb 2015 - Feb 2016
    San Francisco, Ca, Us
    Conducting transactions in foreign currency requires careful thought and analysis. The experienced team at First Republic helps clients navigate currency markets and designs strategies to manage exchange rate risk, offering complete foreign exchange capabilities as well as customized solutions tailored to meet your specific objectives.- Consultative approach to managing foreign exchange exposure.- Capabilities in virtually all freely traded and nonrestricted currencies.- Competitive pricing, regardless of transaction size or currency.- Customized hedging strategies to protect international investments.- Full risk management advisory services.
  • First Republic Bank
    Director - Foreign Exchange Sales
    First Republic Bank Aug 2013 - Feb 2015
    San Francisco, Ca, Us
    Conducting transactions in foreign currency requires careful thought and analysis. The experienced team at First Republic helps clients navigate currency markets and designs strategies to manage exchange rate risk, offering complete foreign exchange capabilities as well as customized solutions tailored to meet your specific objectives.- Consultative approach to managing foreign exchange exposure.- Capabilities in virtually all freely traded and nonrestricted currencies.- Competitive pricing, regardless of transaction size or currency.- Customized hedging strategies to protect international investments.- Full risk management advisory services.
  • First Republic Bank
    Foreign Exchange Trading Sales Associate
    First Republic Bank Aug 2011 - Aug 2013
    San Francisco, Ca, Us
    Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of foreign exchange, lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich and New York City. Publicly traded under the stock symbol NYSE: FRC, First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices.
  • Morgan Stanley Smith Barney
    Sales Associate
    Morgan Stanley Smith Barney Jun 2010 - Aug 2011
    New York, Ny, Us

John Frey Skills

Foreign Exchange Fx Hedging Bloomberg Terminal Fx Spot Foreign Currency Transactions Interest Rate Hedging Social Media Private Equity Financial Services Banking Risk Management Customer Service Trading Finance Analysis Financial Risk Sales Strategic Planning Private Banking

John Frey Education Details

  • Southern New Hampshire University
    Southern New Hampshire University
    Minors In Organizational Leadership And Small Business Management
  • Cushing Academy
    Cushing Academy
    General Studies

Frequently Asked Questions about John Frey

What company does John Frey work for?

John Frey works for Citizens

What is John Frey's role at the current company?

John Frey's current role is Senior Managing Director @ Citizens Private Bank | Relationship Manager, Foreign Exchange, Series 7.

What is John Frey's email address?

John Frey's email address is jf****@****lic.com

What is John Frey's direct phone number?

John Frey's direct phone number is +161779*****

What schools did John Frey attend?

John Frey attended Southern New Hampshire University, Cushing Academy.

What are some of John Frey's interests?

John Frey has interest in Ice Fishing, Football, Aerobics, Collecting Antiques, Horses, Exercise, Home Improvement, Shooting, Reading, Gourmet Cooking.

What skills is John Frey known for?

John Frey has skills like Foreign Exchange, Fx Hedging, Bloomberg Terminal, Fx Spot, Foreign Currency Transactions, Interest Rate Hedging, Social Media, Private Equity, Financial Services, Banking, Risk Management, Customer Service.

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