Garrett Maloney is a reliable and innovative Sr. Investment Service Associate with extensive experience in the financial services industry. Previously, they served as a Technology Subject Matter Expert at Citi, where they trained a team to provide tech support to over 200 financial advisors and developed process optimization solutions. In their current role, Garrett supports financial advisors and processes high-net-worth client requests, ensuring accuracy and efficiency while enhancing client relationships. They have also gained insight into fixed income markets through their experience at Newport Coast Securities.
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