Teams at Citizens

Leads end-to-end marketing strategy and execution for Commercial and Corporate Banking, including client acquisition, retention, product adoption, digital campaigns, ABM, sales enablement, events, analytics, optimization, budgeting, and regulatory governance. Partners with senior banking, sales, data, and digital stakeholders to develop value propositions, integrated marketing plans, and measurable growth initiatives in a regulated B2B financial services environment.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.