Charles Miller is a Senior Vice President of Client Services at Citi, where they lead service teams in major metropolitan areas such as New York, Boston, Philadelphia, and Chicago. With over ten years of experience in financial services, Charles has developed a strong expertise in client relationship management and strategic initiatives. Previously, they worked at Wells Fargo as a Personal Banker 2 and at First Investors Corporation as a Financial Services Representative. Charles holds a Bachelor of Arts from Saint Joseph's University, where they are currently pursuing further education. Additionally, they possess Series 7 and Series 63 certifications.
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