Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®
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Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® Email & Phone Number

Senior Vice President - Wealth Group Executive at Citi
Location: Beverly Hills, California, United States 4 work roles 2 schools
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Current company
Citi
Role
Senior Vice President - Wealth Group Executive
Location
Beverly Hills, California, United States
Company size
196387 employees

Who is Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®? Overview

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Quick answer

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® is listed as Senior Vice President - Wealth Group Executive at Citi, a with 196387 employees, based in Beverly Hills, California, United States. AeroLeads shows a matched LinkedIn profile for Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®.

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® previously worked as Chief Portfolio Strategist and Executive Director of Products and Services at Galliott Capital Advisors and Wealth Management Consultant at Ubs Financial Services Inc.. Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® holds Master Of Business Administration (M.B.A.) from Pepperdine University, The George L. Graziadio School Of Business And Management.

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Email format at Citi

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Citi

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Profile bio

About Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®

At Galliott Capital Advisors, I’m proud to serve our clients in the dual role of Chief Portfolio Strategist and Executive Director of Products & Services. I work alongside our team of experienced advisors in providing our primarily international clients with highly differentiated investment management strategies. Working at Galliott represents the capstone of my 26+ year career, during which I’ve earned multiple industry designations, was recognized with consulting and sales leadership awards, and held several roles in investment advisory, portfolio strategy, and wealth planning.

Current workplace

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s current company

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Citi
Citi
Senior Vice President - Wealth Group Executive
Beverly Hills, CA, US
Website
citigroup.com
Employees
196387
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Company profile
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4 roles

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Wealth Group Executive

Citi

Beverly Hills, Ca, Us

Chief Portfolio Strategist And Executive Director Of Products And Services

Galliott Capital Advisors

Beverly Hills, California, United States

At Galliott Capital Advisors, I’m proud to serve our clients in the dual role of Chief Portfolio Strategist and Executive Director of Products & Services. I work alongside our team of experienced advisors in providing our primarily international clients with highly differentiated investment management strategies. Working at Galliott represents the capstone of my 26+ year career, during which I’ve earned multiple industry designations, was recognized with consulting and sales leadership awards, and held several roles in investment advisory, portfolio strategy, and wealth planning.

Director

Ubs
Aug 1994 - Apr 2022
Team & coworkers

Colleagues at Citi

Other employees you can reach at citigroup.com. View company contacts for 196387 employees →

AH Ashley Herds Ashley Herds Colleague at CitiJacksonville, Florida, United States View → KB Kyle Bailey Kyle Bailey Colleague at CitiBuffalo, New York, United States View → BP Bartosz Pietrzak Bartosz Pietrzak Colleague at CitiAleksandrów Łódzki, Łódzkie, Poland View → NN Nghĩa Nguyễn Nghĩa Nguyễn Colleague at CitiVietnam, Viet Nam View → LY Lye Yi Xiang Lye Yi Xiang Colleague at CitiSingapore View → AW Andy Wilson Andy Wilson Colleague at CitiBelfast Metropolitan Area, United Kingdom View → RS Robin Stuart Robin Stuart Colleague at CitiChatham, New Jersey, United States View → PG Pierre Galichet Pierre Galichet Colleague at CitiGreater London, England, United Kingdom View → NT Nguyen Thi Hoa Nguyen Thi Hoa Colleague at CitiVietnam, Viet Nam View → NA Noel Anthony Cordova Noel Anthony Cordova Colleague at CitiRichmond, California, United States View →
2 education records

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® education

FAQ

Frequently asked questions about Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®

Quick answers generated from the profile data available on this page.

What company does Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® work for?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® works for Citi.

What is Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s role at Citi?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® is listed as Senior Vice President - Wealth Group Executive at Citi.

Where is Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® based?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® is based in Beverly Hills, California, United States while working with Citi.

What companies has Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® worked for?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® has worked for Citi, Galliott Capital Advisors, Ubs Financial Services Inc., and Ubs.

Who are Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s colleagues at Citi?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s colleagues at Citi include Ashley Herds, Kyle Bailey, Bartosz Pietrzak, Nghĩa Nguyễn, and Lye Yi Xiang.

How can I contact Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®?

You can use AeroLeads to view verified contact signals for Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® at Citi, including work email, phone, and LinkedIn data when available.

What schools did Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® attend?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® holds Master Of Business Administration (M.B.A.) from Pepperdine University, The George L. Graziadio School Of Business And Management.

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