Teams at Citizens

Supports M&A advisory transactions for lower mid-market Consumer, Retail, and Restaurant companies. Responsibilities include financial modeling and business valuations, client and prospect meetings, industry and company due diligence, transaction execution, marketing and pitch materials, business development, and managing multiple projects while coordinating with senior bankers and clients.

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.

Build and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships through referrals and partner engagement, and leveraging internal specialists for investment, insurance, and estate planning services.