Milton Medina

Director, Head Of Client Operations at Geller

Milton Medina is a seasoned professional with extensive experience in client operations, transformation, and program management within the financial sector. Currently serving as the Director and Head of Client Operations at Geller & Company since September 2019, Milton previously held the position of Vice President of Transformation and Program Management at Bank Of New York Mellon Financial Corporation Limited from November 2018 to September 2019. Prior to that, Milton worked at PwC for over eight years, advancing through roles including Manager and Senior Associate in the Financial Services Risk and Regulatory Practice, as well as serving as a Business Development/Sales Strategy Manager, where significant revenue growth was achieved. Milton's earlier experience includes positions as Project Manager in Global Markets Research Technology at Bank of America and Analyst in the Investor Client Coverage Group at Merrill Lynch. Milton holds a B.S. in Marketing from the University of Scranton.

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New York, United States

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Geller

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Geller provides strategic financial, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating business and foundations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors. For more information, visit gellerco.com. Visit the Geller Advisors LinkedIn page for information about our private wealth management and family office services: linkedin.com/company/geller-advisors


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201-500

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