As #HurricaneMilton strengthens, we are fully committed to supporting our clients and colleagues through this challenging time. We are prioritizing the safety of our communities while ensuring business continuity for our clients. Your Private Bank Relationship Manager is here for you, if you need anything please reach out to them. Please prioritize your well-being and safety and for further resources and assistance, please visit: https://spr.ly/6043UQvs3
关于我们
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management1 solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. 1Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
- 网站
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https://www.citizensbank.com/private-banking/overview.aspx
Citizens Private Bank的外部链接
- 所属行业
- 金融服务
- 规模
- 超过 10,001 人
- 总部
- Providence，RI
- 类型
- 上市公司
- 领域
- Wealth Management、Business Banking、Personal Banking、Technology & Life Science、Private Equity & Venture Capital、Individuals & Families、Professional Services、Commercial Real Estate和Nonprofits & Private Foundations
地点
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主要
获取路线
US，RI，Providence
Citizens Private Bank员工
动态
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Trust isn’t something you offer. It’s something you earn. And at Citizens Private Bank?, leaders like Director, PBO Manager Minarsin Rodriguez earn it every day. Learn more about how we deliver exceptional service: https://spr.ly/6046UoVYi
Service You Can Trust
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We are thrilled to continue building on our momentum on the West Coast as we welcome our newest team in Southern California. This highly experienced banking team is led by Private Bank Market Executive, Victor Mena, and will serve the San Diego and Newport Beach markets. The team has a proven track record of industry expertise, deepening relationships, and delivering exceptional client service. “We’re pleased to continue executing against the Citizens Private Bank growth strategy with the opening of our first two private banking offices ready to welcome clients in the San Francisco Bay Area, and the addition of experienced bankers in Southern California,” shared Susan deTray, Head of Citizens Private Bank. Please join us in welcoming them!
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Today marks the 10th anniversary of Citizens' IPO, the largest initial public offering by a commercial bank in U.S. history. Citizens is anchored in an almost 200-year-old foundation as a financial institution. In the last 10 years alone, it's seen a 67% increase in asset growth, and $175b in deposits. The launch of Citizens Private Bank over the last year has allowed for more growth and opportunity to provide exceptional service that goes above and beyond. We're excited to continue to grow on such a strong foundation. Learn more about Citizens' journey over the last 10 years here: https://spr.ly/6041oYrTF
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Leadership across Citizens gathered in Mill Valley, California to celebrate our new location with a ribbon cutting ceremony. This is the first San Francisco Bay Area private banking office in Citizens’ growing portfolio, bringing Citizens' retail presence to the West Coast for the first time ever. As we continue to build our momentum, we’re also sharing our commitment to the region by honoring Marin Foster Care Association, a local non-profit organization, that works tirelessly to enhance the lives of community members in need by supporting all children within the dependency system, and their caregivers. Our Mill Valley team exemplifies our mission to deliver extraordinary service to our clients and communities, always. #PrivateBanking
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We were proud to be a lead sponsor of the 30th anniversary of the Nantucket Community Sailing Race Week Gala 2024. The Nantucket Community Sailing scholarship fund allows for children of the island to learn to sail. This year the NCS Race Week Gala was able to surpass their fundraising goals! Congratulations to everyone who helped make that possible, and the entire sailing community!
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Recently, Managing Director, Robert Hughes III spoke with GrowthLab Finance-as-a-Service's FaaS Evolution podcast to discuss the importance of strong banking relationships for businesses and startups. "What we're trying to get to is the first real high-tech, high-touch offering for early stage founders and fund managers that meets the client where they are, and has scalability." Listen to the full episode here: https://spr.ly/6041WKJ79.
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Citizens Private Bank fosters a culture of collaboration and partnership. We treat our clients like friends and build our relationships on trust. Hear Executive Managing Director Mark Thompson describe our approach in his own words. And discover the true meaning of service. https://spr.ly/6042l4e18.
The power of partnership
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At Citizens Private Bank?, your dedicated relationship manager has the knowledge and expertise to provide extraordinary service. And that's what makes us the right financial partner. https://spr.ly/6049loku7
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