Sheri Astorino
AVP | Citi Global Wealth at Work
Professional Overview
Sheri Astorino is an accomplished financial services professional with a demonstrated track record of success in client-facing and analytical roles. As the Assistant Vice President at Citi Global Wealth at Work, she leverages her expertise in wealth management, financial analysis, and client relations to drive exceptional outcomes for her clients.
Experience Summary
Current Role
As the AVP at Citi Global Wealth at Work, Sheri is responsible for providing comprehensive wealth management solutions to her clients. She works closely with high-net-worth individuals and families to understand their unique financial goals and develop tailored investment strategies to help them achieve their objectives. Sheri's deep industry knowledge, coupled with her strong analytical and communication skills, enable her to deliver valuable insights and personalized advice to her clients.
Career Progression
Prior to her current role, Sheri held several positions within Citi, where she consistently demonstrated her exceptional analytical and problem-solving abilities. As an Analyst in Citi Global Wealth at Work, she honed her skills in financial analysis, portfolio construction, and client engagement. Before that, Sheri served as a Rotational Analyst in Citi Private Bank, where she gained valuable cross-functional experience and exposure to various aspects of the wealth management industry.
Academic Background
Sheri holds a Bachelor's degree in Economics and Finance from Boston College, where she was an active member of the Economics Association and a Jenks Leadership Representative. Her academic achievements, including her demonstrated leadership and volunteer experience, have equipped her with a strong foundation to excel in her professional pursuits.
Areas of Expertise
- Wealth management and portfolio construction
- Financial analysis and investment research
- Client relationship management and client service
- Cross-functional collaboration and problem-solving
- Effective communication and presentation skills
Professional Impact
Throughout her career, Sheri has made significant contributions to her clients and the broader financial services industry. Her ability to analyze complex financial data, identify market trends, and develop tailored investment strategies has resulted in positive outcomes for her clients. Sheri's proactive approach to client engagement and her commitment to delivering exceptional service have earned her the trust and respect of her clients and colleagues.
Conclusion
Sheri Astorino's impressive track record, combined with her deep industry expertise and client-centric approach, position her as a valuable asset to Citi Global Wealth at Work. With a steadfast dedication to her clients' success and a passion for continuous learning, Sheri is poised to drive continued growth and innovation within the wealth management industry.
