Citizens Financial Group Names Paul Casey to Lead Wealth Business
15 4월 2024 - 11:00PM
Business Wire
Citizens Financial Group, Inc. (NYSE: CFG) today
announced that Paul Casey will join the bank as Head of Wealth
Management, effective July 9. In this role, he will focus on
accelerating Citizens’ strong and growing momentum in wealth, an
increasingly critical component of the bank’s strategy following
the launch of Citizens Private Bank in the fall of 2023.
He will lead the bank’s Citizens Wealth Management and Citizens
Private Wealth Management organizations, serving the needs of mass
affluent, affluent, high-net-worth, and ultra-high-net-worth
clients. Based in New York City, Casey will report to Brendan
Coughlin, Vice Chair and Head of Consumer Banking.
“Paul is an experienced and well-rounded Wealth Management
executive with a proven track record of success and has a long
runway here at Citizens,” said Coughlin. “His experience in
building a world-class Private Wealth business at one of the top
firms in the U.S. will be invaluable as we aspire to build a
preeminent Private Wealth offering.”
Casey brings more than two decades of experience from Morgan
Stanley, where he held increasingly responsible leadership
positions. Most recently, he served as Managing Director for the
flagship New York City Private Wealth Management office, overseeing
more than $90 billion in client assets. During his 20-year tenure,
he held a broad range of critical wealth roles, developing a depth
and breadth of experience.
Coughlin added, “We’ve been on a journey to build a world-class
Wealth Management business for several years and have generated
solid momentum. The launch of our new Private Bank supercharged
Citizens’ ability to scale our Wealth business, elevating our brand
image and attracting some of the industry’s top talent to our
platform. I am confident Paul will help us realize the full
potential we have in front of us.”
Citizens has made significant investments to accelerate its
Wealth business, including the launch of Citizens Private Bank with
the hiring of about 200 bankers in 2023, and bolstering its wealth
leadership team with the recent additions of Michael Cherny as Head
of Citizens Wealth Management Advisors and Tom Metzger as Head of
Citizens Private Wealth Managers, and over a dozen new financial
advisors since last fall. The hiring of these high-quality
executives demonstrates the strength of Citizens’ growing wealth
management platform.
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation’s oldest and
largest financial institutions, with $222.0 billion in assets as of
December 31, 2023. Headquartered in Providence, Rhode Island,
Citizens offers a broad range of retail and commercial banking
products and services to individuals, small businesses,
middle-market companies, large corporations and institutions.
Citizens helps its customers reach their potential by listening to
them and by understanding their needs in order to offer tailored
advice, ideas and solutions. In Consumer Banking, Citizens provides
an integrated experience that includes mobile and online banking, a
full-service customer contact center and the convenience of
approximately 3,200 ATMs and more than 1,100 branches in 14 states
and the District of Columbia. Consumer Banking products and
services include a full range of banking, lending, savings, wealth
management and small business offerings. In Commercial Banking,
Citizens offers a broad complement of financial products and
solutions, including lending and leasing, deposit and treasury
management services, foreign exchange, interest rate and commodity
risk management solutions, as well as loan syndication, corporate
finance, merger and acquisition, and debt and equity capital
markets capabilities. More information is available at
www.citizensbank.com or visit us on X (formerly Twitter), LinkedIn
or Facebook.
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version on businesswire.com: https://www.businesswire.com/news/home/20240415903358/en/
Michelle King Savio Head of Consumer Banking Communications
781-375-0035 michelle.kingsavio@citizensbank.com
Citizens Financial (NYSE:CFG)
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부터 4월(4) 2024 으로 5월(5) 2024
Citizens Financial (NYSE:CFG)
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부터 5월(5) 2023 으로 5월(5) 2024