Thomas Moran is a seasoned financial professional currently serving as the Director of Wealth Management at Citi Personal Wealth Management, a position they have held since 2013. With extensive experience, Thomas previously worked as a Vice President of Investments at Citi Smith Barney from 2001 to 2009, and as a 1st Vice President-Investment Officer at Wells Fargo Advisors from 2009 to 2013. Thomas holds a Bachelor of Arts degree from the State University of New York College at Plattsburgh and has earned the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning.
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