Puneet Pal Singh

Vice President Wealth Advisor at Citizens Wealth Management

Greater Boston

About

Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a broker-dealer (Member FINRA and SIPC) and SEC registered investment adviser. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser. CSI and CFA are affiliates of Citizens. Banking products and trust services offered by Citizens Bank, N.A. Investment, Insurance, and Non‑deposit Trust products are: NOT A DEPOSIT * NOT FDIC INSURED * NOT GUARANTEED BY THE BANK * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * MAY LOSE VALUE

Experience

  • Vice President Wealth Advisor at Citizens Wealth Management
    Feb 2022 - Present · 4 yrs 6 mos

    Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a broker-dealer (Member FINRA and SIPC) and SEC registered investment adviser. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser. CSI and CFA are affiliates of Citizens. Banking products and trust services offered by Citizens Bank, N.A. Investment, Insurance, and Non‑deposit Trust products are: NOT A DEPOSIT * NOT FDIC INSURED * NOT GUARANTEED BY THE BANK * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * MAY LOSE VALUE

  • Private Client at JPMorgan Chase & Co.
    Jan 2022 - Dec 2022 · 1 yr

  • Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch
    Nov 2016 - Dec 2021 · 5 yrs 2 mos

  • Senior Banker at Citizens Bank
    Jul 2015 - Nov 2016 · 1 yr 5 mos

  • Assistant Vice President at Appco UK
    Aug 2007 - Feb 2015 · 7 yrs 7 mos

    Direct sales & Markting for American Express. Training & Building team ( Forming, Storming, Norming, and Performing) . Achieving personal, team & state goals with in company . Objection handling, problem solving, Decision making & implementing right polices to make right things happen on right time .Training leaders and build teams for different states and different products, implement interpersonal skills, specialized customer service & conflicts.