Bill Oswald is the VP of Wealth at Work, bringing extensive experience in financial services. They served as Vice President at Citi from 1997 to 2009, following their role as Assistant Operations Supervisor at City National Bank from 1987 to 1998. Bill further advanced their career as Vice President and Relationship Coordinator at Deutsche Bank from 2009 to 2014. They hold Series 6, 7, and 63 licenses.
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