Citizens Private Bank

It was an exciting time at our Inaugural NextGen Finance Conference for 2024! It was a great two days at the Chaminade Resort in Santa Cruz, filled with panel discussions, and speakers around topics like building wealth and capital strategy. The amazing group of rising professionals in the PE and VC space also found time for networking and team building as well. Thank you to our NextGen Advisory board for providing their insight and forward-thinking to help curate content for this conference. Also, thank you to our NextGen Leadership Team, Amy Duong-Jafarpour, Kim Whitall, Meggie Ramirez, Ryan Palsha, CFA, and Matthew Reader for helping put together such a wonderful experience! A special thank you to our sponsors as well, for helping make this all possible! Troutman Pepper, Insperity, EY, Goodwin, Flow.

Recently, we hosted another "Perfect Your Pitch" event in Boston. This unique event allows startups the opportunity to practice their elevator pitch on seasoned venture capitalists and investors in an actual elevator. The event allows for feedback in real time, along with the opportunity to network. The night was filled with excitement and opportunities of growth for the participants. Thank you, Gunderson Dettmer, for the wonderful space and helping make this event possible!

Today we announced Q3 2024 earnings and key results. "We continue to be pleased with the strong execution of our key initiatives during the third quarter. Our Private Bank reached $5.6 billion in deposits and $4.1 billion in AUM, our NYC Metro region continues to achieve strong growth, and we are close to launching a TOP 10 program with $100 million plus impact.” said Chairman and CEO Bruce Van Saun. Our new Private Banking Offices in the San Francisco Bay Area as well as our newest Private Bank Team in Southern California are reflective of our long-term strategy to expand in key markets. Read the full report here: http://spr.ly/6044qRQDQ

As #HurricaneMilton strengthens, we are fully committed to supporting our clients and colleagues through this challenging time. We are prioritizing the safety of our communities while ensuring business continuity for our clients. Your Private Bank Relationship Manager is here for you, if you need anything please reach out to them. Please prioritize your well-being and safety and for further resources and assistance, please visit: http://spr.ly/6043UQvs3

Trust isn’t something you offer. It’s something you earn. And at Citizens Private Bank™, leaders like Director, PBO Manager Minarsin Rodriguez earn it every day. Learn more about how we deliver exceptional service: http://spr.ly/6046UoVYi

We are thrilled to continue building on our momentum on the West Coast as we welcome our newest team in Southern California. This highly experienced banking team is led by Private Bank Market Executive, Victor Mena, and will serve the San Diego and Newport Beach markets. The team has a proven track record of industry expertise, deepening relationships, and delivering exceptional client service. “We’re pleased to continue executing against the Citizens Private Bank growth strategy with the opening of our first two private banking offices ready to welcome clients in the San Francisco Bay Area, and the addition of experienced bankers in Southern California,” shared Susan deTray, Head of Citizens Private Bank. Please join us in welcoming them!

Today marks the 10th anniversary of Citizens' IPO, the largest initial public offering by a commercial bank in U.S. history. Citizens is anchored in an almost 200-year-old foundation as a financial institution. In the last 10 years alone, it's seen a 67% increase in asset growth, and $175b in deposits. The launch of Citizens Private Bank over the last year has allowed for more growth and opportunity to provide exceptional service that goes above and beyond. We're excited to continue to grow on such a strong foundation. Learn more about Citizens' journey over the last 10 years here: http://spr.ly/6041oYrTF

As we reflect on 9/11, we remember those who lost their lives and were affected by the tragic events of that day. Let us never forget the first responders who protected countless individuals and the dedication of those who continue to ensure our safety today.

Leadership across Citizens gathered in Mill Valley, California to celebrate our new location with a ribbon cutting ceremony. This is the first San Francisco Bay Area private banking office in Citizens’ growing portfolio, bringing Citizens' retail presence to the West Coast for the first time ever. As we continue to build our momentum, we’re also sharing our commitment to the region by honoring Marin Foster Care Association, a local non-profit organization, that works tirelessly to enhance the lives of community members in need by supporting all children within the dependency system, and their caregivers. Our Mill Valley team exemplifies our mission to deliver extraordinary service to our clients and communities, always. #PrivateBanking

We were proud to be a lead sponsor of the 30th anniversary of the Nantucket Community Sailing Race Week Gala 2024. The Nantucket Community Sailing scholarship fund allows for children of the island to learn to sail. This year the NCS Race Week Gala was able to surpass their fundraising goals! Congratulations to everyone who helped make that possible, and the entire sailing community!