Citizens Wealth Management Email Formats

Financial Services • • 501-1000 Employees

Citizens Wealth Management Email Formats

Citizens Wealth Management uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@citizenssecurities.com), used 57.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@citizenssecurities.com	72.5%
{first name}.{last name}	john.doe@citizensbank.com	23%

Key Contacts at Citizens Wealth Management

Shalini Guglani

Divisional Director -Wealth

Jeffrey Withington

Regional Director- Wealth

Chuck Gilbert

Svp - Regional Director - Citizens Wealth Management

Melissa Howard

Regional Director

Risque Downes

Svp - Wealth Regional Director

Daniel Plis

Regional Director - Wealth - Svp

Jessica Morrow

Experience Owner, Client Insights And Next Best Action

Shannon Schlatterer

Regional Director - Wealth

Kumi Berkheimer-Smalanskas

Svp Senior Regional Director

Cheryl Pachuta

Regional Director-Wealth

Company overview

Headquarters	XX
Website	citizensbank.com
NAICS	52
Keywords	Risk Management, Insurance, Financial Planning, Retirement, Investment Management, Estate & Trust Planning Services
Employees	501-1000

About Citizens Wealth Management

Citizens Wealth Management is a division of Citizens Financial Group, Inc. (NYSE CFG) - one of the oldest and largest financial institutions in the United States. Our wealth management division is well positioned to help meet the needs of individuals and families. We serve our clients by offering financial planning, retirement planning, insurance and other services. Citizens Wealth Advisors focus on what's most important to help our clients craft a personalized financial plan - no matter where they are on their financial journey. Citizens 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. SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRICIPAL AMOUNT INVESTED, AND ARE: *NOT FDIC INSURED *NOT BANK GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *MAY LOSE VALUE

Employees by Management Level

Total employees: 501-1000

Seniority

Employees

Entry

Vice President

Manager

Employees by Department

Citizens Wealth Management has 356 employees across 11 departments.

Departments

Number of employees

Funding Data

Citizens Wealth Management has never raised funding before.

Frequently asked questions

Citizens Wealth Management is located in XX.

Citizens Wealth Management has approximately 501-1000 employees. The company continues to grow its workforce to support its business operations and expansion.