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Kenneth Fliegel is listed as Senior Wealth Advisor| Citigroup Global Wealth Management at Citi, a company with 10 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at citi.com and a matched LinkedIn profile for Kenneth Fliegel.
Kenneth Fliegel previously worked as Senior Wealth Advisor | Citi Global Wealth Management at Citi and Regional Director at Legg Mason Global Asset Management. Kenneth Fliegel holds Bachelor Of Arts - Ba, Political Science And Government from University At Albany.
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AeroLeads found 1 current-domain work email signal for Kenneth Fliegel. Compare company email patterns before reaching out.
Citi Global Wealth Management has vast resources and global capabilities to rival anyone in the wealth management arena, all conveniently accessible to our clients and prospects comfortably in your home town and local community. Comprehensive solutions from short term income options, a review of your managed account portfolios or complex alternatives and private equity options. I have over 25 years investment related experience and can help you and your family achieve your financial goals. My focus is on delivering on five key goals most important to my clients: 1) regular communication, accessibility, and convenient in person meetings, 2) consistent focus on both risk and performance attributes, 3) quarterly, semi-annual or annual portfolio reviews so you always are informed and kept up to date, 4) fees commensurate with value added, and 5) capabilities and solutions for all your investment and risk management needs with one comprehensive relationship, leveraging the expertise of numerous teams of specialists at Citi to help you with your individual, small business or corporate wealth management needs.
Listed skills include Series 24, Series 7, Series 63, Series 65, and 38 others.
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New York, New York, US
Conduct comprehensive objective competitive analytics on investment portfolio's evaluating performance, risk and fee's. Review efficiency of portfolio construction and analysis on the risk/reward metrics through data input and aggregation from multiple accounts from statements. Create custom complimentry financial plans for clients and their families..
San Mateo, California, US
Ranked #1 in division for the last four years with $700MM in annual sales and $3B in assets under management in region. Focus on consultative selling and competitive analytics to clearly illustrate if clients are receveiving desired risk/return metrics. Review client statements and current asset allocation models and advise on ways to improve portfolio.
New York, New York, US
Senior Regional Director for Citigroup Global Asset Management division for Greater New York Region. Managed sales and marketing initiatives for asset management products and services for Citibank Northeast Division. Hosted VIP high net worth client and Financial Advisor meetings. Conducted quarterly due diligence meetings. Supervised training and.
New York, New York, US
Senior Financial Advisor at 399 Park Avenue headquarters branch. Supervisory responsibility assisting managing thirteen Financial Advisors in Citibank branches in midtown NYC. Wealth Advisor for high net worth individuals and corporate clients. Retirement planning specialist. Client focus on risk management, investments, insurance, and financial planning.
New York, NY, US
Financial Consultant working with retail high net worth clients and corporate clients.
Other employees you can reach at citibank.com. View company contacts for 10 employees →
Ted Bell
Colleague at Citi
San Francisco, California, United States, United States
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MS
Medhuna Suresh
Colleague at Citi
Chennai, Tamil Nadu, India, India
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OL
Oran Levin
Colleague at Citi
New York City Metropolitan Area, United States, United States
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CH
Chris Hilbert
Colleague at Citi
Greater Tampa Bay Area, United States, United States
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PS
Paul Shuler
Colleague at Citi
Frankfurt, Hesse, Germany, Germany
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BP
Bianca Peynado
Colleague at Citi
Tampa, Florida, United States, United States
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AS
Aniruddh Shinde
Colleague at Citi
Bengaluru, Karnataka, India, India
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SV
Shruti Verma
Colleague at Citi
Pune, Maharashtra, India, India
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LF
Luciana Furtado
Colleague at Citi
New York, New York, United States, United States
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SL
Sandy Leavy, Cfa
Colleague at Citi
New York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Kenneth Fliegel works for Citi.
Kenneth Fliegel is listed as Senior Wealth Advisor| Citigroup Global Wealth Management at Citi.
AeroLeads has found 1 work email signal at @citi.com for Kenneth Fliegel at Citi.
Kenneth Fliegel is based in New York City Metropolitan Area, United States, United States while working with Citi.
Kenneth Fliegel has worked for Citi, Legg Mason Global Asset Management, and Merrill Lynch.
Kenneth Fliegel's colleagues at Citi include Ted Bell, Medhuna Suresh, Oran Levin, Chris Hilbert, and Paul Shuler.
You can use AeroLeads to view verified contact signals for Kenneth Fliegel at Citi, including work email, phone, and LinkedIn data when available.
Kenneth Fliegel holds Bachelor Of Arts - Ba, Political Science And Government from University At Albany.
Kenneth Fliegel is listed with skills including Series 24, Series 7, Series 63, Series 65, Separately Managed Accounts, Managed Accounts, Alternative Investments, and Mutual Funds.
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