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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.
     

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