Billy Lattash

Billy Lattash is a seasoned financial professional with a robust background in relationship management and sales. Currently serving as a Relationship Manager at Fidelity Investments since December 2022, Billy previously held the role of Concierge Banker at Citi, where responsibilities included leveraging CRM tools such as Salesforce to enhance client relationships. Prior experience includes a position as Sales Manager at Paradis, focusing on operational effectiveness and strategic sales planning, as well as a tenure as Team Lead at Nordstrom, where exceptional customer service and communication skills were paramount. Billy holds a Bachelor of Arts in Business Administration with a focus on Finance from California State University, Fullerton, and an Associate in Arts in Business Administration and Management from Irvine Valley College.