Ronald Rosario Email & Phone Number | With eight years of experience in the banking, wealth management and taxation, I am a Wealth Relationship Manager at Citi, where I provide tailored financial solutions and exceptional service to high-net-worth clients. I leverage my skills in accounting, product sales, and customer success to deliver value-added advice, generate revenue, and deepen relationships. I am passionate about helping clients achieve their financial goals and aspirations, while adhering to Citi's mission of enabling growth and progress. I have a proven track record of exceeding sales targets, increasing client satisfaction, and collaborating with cross-functional teams. Previously, I worked as a Private Client Banker and a Relationship Banker at JPMorgan Chase, where I gained valuable experience in financial planning, offering banking products, and resolving customer issues. I hold a BBA in Finance from Baruch College and multiple Excel certifications from LinkedIn. I am fluent in English and Spanish, and I enjoy learning new languages and cultures.

Ronald Rosario

With eight years of experience in the banking, wealth management and taxation, I am a Wealth Relatio...
New York City Metropolitan Area, New York City Metropolitan Area, United States

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Ronald Rosario’s Email ronald.rosario@citigroup.com

Ronald Rosario’s Phone Numbers

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Ronald Rosario’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States

Ronald Rosario’s Current Industry Citi

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Work Experience

Citi

Wealth Relationship Manager

2022-01-01 00:00:00 - Present

Jpmorgan Chase

Private Client Banker AVP

2021-01-01 00:00:00 - 2022-01-01 00:00:00

Jpmorgan Chase Bank

Relationship Banker - Small Business Specialist

2020-01-01 00:00:00 - 2021-01-01 00:00:00

Edward Jones

Financial Advisor

2019-01-01 00:00:00 - 2020-01-01 00:00:00

H And R Block

Tax Associate

2016-01-01 00:00:00 - 2019-01-01 00:00:00

Bond New York

Real Estate Salesperson

2010-01-01 00:00:00 - 2012-01-01 00:00:00

Showcase Realty

Real Estate Salesperson

2009-01-01 00:00:00 - 2010-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Ronald Rosario

Ronald Rosario is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States

Ronald Rosario is a With eight years of experience in the banking, wealth management and taxation, I am a Wealth Relationship Manager at Citi, where I provide tailored financial solutions and exceptional service to high-net-worth clients. I leverage my skills in accounting, product sales, and customer success to deliver value-added advice, generate revenue, and deepen relationships. I am passionate about helping clients achieve their financial goals and aspirations, while adhering to Citi's mission of enabling growth and progress. I have a proven track record of exceeding sales targets, increasing client satisfaction, and collaborating with cross-functional teams. Previously, I worked as a Private Client Banker and a Relationship Banker at JPMorgan Chase, where I gained valuable experience in financial planning, offering banking products, and resolving customer issues. I hold a BBA in Finance from Baruch College and multiple Excel certifications from LinkedIn. I am fluent in English and Spanish, and I enjoy learning new languages and cultures.

Ronald Rosario currently works in the Citi |

No Languages Available

Ronald Rosario has prior
experience in the following industries:
Jpmorgan Chase | Jpmorgan Chase Bank | Edward Jones | H And R Block | Bond New York | Showcase Realty

Ronald Rosario has the following professional experience:
Citi | Jpmorgan Chase | Jpmorgan Chase Bank | Edward Jones | H And R Block | Bond New York | Showcase Realty