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Julie Kelly

Client Service Director at Clarfeld | Citizens Private Wealth

  • LinkedIn

Email Email: j****@citizensbank.com

phone noPhone Number: (***)-***-****

I have been working in the Private Wealth investment and banking business for over 30+ years, gaining experience in operations, technology, business support and client service. My passion...

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CLARFELD | CITIZENS PRIVATE WEALTH

CLARFELD | CITIZENS PRIVATE WEALTH

  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Clarfeld | Citizens Private Wealth Org Chart and Mapping

Rick Suarez

Chief Executive Officer

Employees

Serena Ljumani

Business Support Manager

Christine Williams

Assistant Vice President Tax

Dan Grijalva

Senior Managing Director, Investment Advisory & Financial Planning Services

Cailee Deangelis

Trust and Estates Associate

Michael Brennan

Wealth Management Advisor

Joshua Flower

Director of Family Office

Michael Hans

Managing Director/Chief Investment Officer

Frequently Asked Questions Regarding Julie Kelly

Answer: Julie Kelly works for Clarfeld | Citizens Private Wealth as Client Service Director

Answer: Julie Kelly’s role in Clarfeld | Citizens Private Wealth is Client Service Director

Answer: Julie Kelly's email address is j***@gmail.com

Answer: Julie Kelly's business email address is j****@citizensbank.com

Answer: Julie Kelly’s direct phone number is (***)-***-****

Answer: Julie Kelly works in the industry of: Financial Services

Answer: Julie Kelly is the current Client Service Director at Clarfeld | Citizens Private Wealth.... Read More

Answer: Julie Kelly works Clarfeld | Citizens Private Wealth located at 520 White Plains Rd Fl 3, Tarrytown, New York, 10591, United States

Answer: Clarfeld | Citizens Private Wealth's Client Service Director is Julie Kelly

Answer: Julie Kelly contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@citizensbank.com

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