Jitash "JP" Puri is a seasoned financial professional with over 20 years of experience across India and the United States in private client services, wealth management, lending, and commercial banking. Currently serving as a Private Client Relationship Manager and Vice President at Citi, they advise high net-worth individuals, trusts, estates, and businesses on banking, lending, and legacy planning. JP's previous roles include senior positions at HSBC, Citibank, and Standard Chartered Bank, where they managed teams and developed strategies to support clients' financial needs. They hold a Bachelor of Commerce degree from Osmania University.
Location
New York City Metropolitan Area, United States
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