A One Citi Approach for the RIA

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Many Advisors might not know, but Citigroup has the capabilities to help their businesses in numerous ways. J.P. Connellan, the Managing Director, and Co-Head of Americas, Citi Private Client Solutions stopped by to talk with us at the Schwab Impact Conference to shed light on:

What is Citi Private Client Solutions

How Citi can help RIAs

What types of products and solutions can Citi provide RIAs

What’s unique about Citi

What’s the best way to get in contact with someone at Citi for more information.

A One Citi Approach for the RIA

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