As the Vice President - Private Client Regional Manager at Citizens, Jeffrey Rand leverages his extensive expertise in wealth management to drive exceptional client experiences and foster a culture of success within his team. With a strong foundation as a Securities Sales Supervisor and Registered...
As the Vice President - Private Client Regional Manager at Citizens, Jeffrey Rand leverages his extensive expertise in wealth management to drive exceptional client experiences and foster a culture of success within his team. With a strong foundation as a Securities Sales Supervisor and Registered Securities Broker, Jeffrey brings a wealth of knowledge in equities, fixed income, and capital markets to his current role. His focus on consultative planning and practice management support empowers his team to deliver tailored investment strategies that align with the unique financial goals of each client.
Jeffrey is instrumental in leading key projects that enhance the firm’s wealth management offerings, ensuring that clients receive comprehensive financial analysis and asset allocation strategies. His leadership not only cultivates a high-performing team but also reinforces Citizens' commitment to its organizational values and strategic vision. By integrating his skills in portfolio management and investment advisory, he effectively navigates complex financial landscapes, providing clients with informed guidance on mutual funds, life insurance, health insurance, and annuities.
In addition to his managerial responsibilities, Jeffrey is dedicated to coaching and mentoring his team, fostering an environment of continuous learning and professional development. His passion for delivering exceptional service and his commitment to building lasting client relationships position him as a trusted advisor in the wealth management sector. As he continues to drive innovation and excellence at Citizens, Jeffrey remains focused on enhancing the client experience and achieving sustainable growth for the firm.
