Connie Kwok

Connie Kwok is an accomplished financial professional with extensive experience in wealth management and banking. Currently serving as an AVP and Wealth Relationship Manager at Citi since July 2016, Connie achieved a national ranking of #5 in 2023, following a previous role as a Wealth Relationship Associate and Personal Banker where recognition included the Leader of Excellence Award in 2018 with a national ranking of #10. Prior experience includes personal banking at Wells Fargo and roles in marketing analysis and customer service at AAE Global Express, as well as a financial analyst trainee position at Morgan Stanley. Connie holds a Bachelor of Science in Managerial Economics from the University of California, Davis, and has foundational education from Foothill College.