Experience

Clarfeld | Citizens Private Wealth

• United States
• Financial Services
• 100 - 200 Employee

• PCA Manager, AVP

  • Feb 2023 - Present

• Business Support Manager / PCA Supervisor

  • Feb 2022 - Mar 2023

• Private Client Associate

  • Mar 2019 - Feb 2022

  Providence, Rhode Island Area Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined… Show more Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.



Citizens

• United States
• Banking
• 700 & Above Employee

• Senior Trust Operations Specialist

  • Jul 2017 - Mar 2019

  Rhode Island



BNY Mellon

• Portfolio Analyst

  • Aug 2013 - Jul 2017



Universal Auto Body, Inc.

• Office Manager

  • Jun 2011 - Aug 2013



Citizens Bank

• Banker I

  • Sep 2010 - Jun 2011



JD Finish Line

• United States
• Retail
• 700 & Above Employee

• Assistant Manager

  • Aug 2009 - Dec 2010