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Jacob Alvarez
Jacob Alvarez
Managing Director, Senior Banker, Citi Private Bank
New York, New York, United States
Jacob Alvarez
Summary
Jacob Alvarez is an accomplished Managing Director and Senior Banker at Citi Private Bank, where he leads a dedicated team serving ultra-high-net-worth individuals and family offices. With a robust background in private banking and investment banking, Jacob has executed over $50 billion in transactions across various prestigious firms, including J.P. Morgan, UBS, and Credit Suisse. He holds a B.S. in Business Administration from the University of California, Berkeley, where he was honored as a Regents' Scholar. Jacob's expertise spans business relationship management, portfolio management, and private equity, enabling him to provide tailored wealth management solutions. Originally from Madrid, Spain, Jacob's diverse background enriches his approach to client relationships. He is passionate about innovation in financial services and is committed to delivering exceptional value to his clients.
Jacob Alvarez
Work Experience
Managing Director, Senior Banker, Citi Private Bank at
Citi
January 2017 - Present
Vice President, Private Bank at
J.P. Morgan
January 2012 - January 2016
Director, Investment Bank at
UBS Group AG
January 2010 - January 2012
Vice President, Investment Bank at
Credit Suisse
January 2008 - January 2009
Associate, Investment Bank at
Citi
January 2003 - January 2008
Jacob Alvarez
Education
University of California, Berkeley, B.S. Business Administration, Haas School Of Business
Frequently Asked Questions about Jacob Alvarez
What is Jacob Alvarez email address?
Jacob Alvarez's primary email address is *************@citigroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Jacob Alvarez graduated from?
Jacob Alvarez holds a degree in from University of California, Berkeley.
How can I directly contact Jacob Alvarez?
To contact Jacob Alvarez directly, you can use the email address *************@citigroup.com. Complete contact information is available upon registration with Muraena.
Is Jacob Alvarez an immigrant?
Yes, Jacob Alvarez is an immigrant and currently based in United States
Who is Jacob Alvarez?
Jacob Alvarez is an accomplished Managing Director and Senior Banker at Citi Private Bank, where he leads a dedicated team serving ultra-high-net-worth individuals and family offices. With a robust background in private banking and investment banking, Jacob has executed over $50 billion in transactions across various prestigious firms, including J.P. Morgan, UBS, and Credit Suisse. He holds a B.S. in Business Administration from the University of California, Berkeley, where he was honored as a Regents' Scholar. Jacob's expertise spans business relationship management, portfolio management, and private equity, enabling him to provide tailored wealth management solutions. Originally from Madrid, Spain, Jacob's diverse background enriches his approach to client relationships. He is passionate about innovation in financial services and is committed to delivering exceptional value to his clients.
Jacob`s contact details
*************@citigroup.com