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.
Click the image to watch and learn more.
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