Melanie Willis Email & Phone Number

Extensive experience in the financial industry and banking operations. Thorough understanding of financial policies and procedures ensuring operational integrity. Detailed oriented and an excellent multi-tasker and ability to navigate multiple systems. Comfortable working in a high intensity, client centric, high touch, and deadline driven business. Strong analytical skills with the ability to assess situations and make appropriate recommendations and decisions. During my almost 15 years with Citigroup, I rapidly progressed through various positions at the retail branch, and then went on to The Citi Private Bank as an Account Executive servicing both Law Firm Group and High Net Worth clients. The last eight years with Citi Private Bank, I spent as a Relationship Officer in their Los Angeles and Orange County offices providing operational and sales assistance to Private Banker(s) and/or Financial Advisor(s). I was instrumental in the opening of the Orange County Private Bank office. Industries of interest include: Financial Information Systems Access Coordinator, Private Banking and Wealth Management, Financial Services, Investment Management, Investment Banking, Insurance, Individual and Family Office, Law Enforcement, Criminal Analysis.

Listed skills include Banking, Series 7, Investments, Private Banking, and 44 others.

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  University Of California, Los Angeles

  B.A.