- Citigroup (Fullerton, CA)
- …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth...Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new… more