First Citizens Bank Wealth Associates in New York, NY

Alex Ingargiola
Private Banker
11 W. 42nd Street
New York NY 10036
Areas Served
New York
NY
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Education & Certifications
M.B.A in Finance from Robert B. Williumstad School of Business at Adelphi University, B.S. with Honors from St. John's University
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam
Andres Coles
Wealth Consultant
Mobile Phone(646) 244-8310
11 W. 42nd Street
14th Floor
New York NY 10036
Areas Served
New York
Mid-Atlantic
Focus Areas
Wealth and Investment Planning
Business Succession and Exit Planning
Philanthropic Advisory
Education
Babson College - (BS) Finance and International Economics International Management Development Institute (IMD) - MBA
Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm ,FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam
Catalina Borrero
Wealth Consultant, SVP & ASST SEC
11 West 42nd Street
13th floor
New York NY 10036
Areas Served
New York
Focus Areas
Asset Allocation
Charitable Giving
Estate Planning
Investment Planning
Tax Planning
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Education
MBA, IE Business School, Madrid, Spain B.A. in Economics, Universidad de los Andes, Bogotá, Colombia
Mark Childs
Wealth Consultant
Mobile Phone(617) 510-8200
11 W. 42nd Street
14th Floor
New York NY 10036
Areas Served
New York
Mid-Atlantic
Focus Areas
Wealth and Investment Planning
Business Succession and Exit Planning
Philanthropic Advisory
Education
University of Massachusetts Amherst, Bachelor of Arts
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 66 - Uniform Combined State Law Exam
Sapna Chudgar
Wealth Consultant
11 West 42nd Street
New York NY 10036
Areas Served
Mid-Atlantic
New York
Focus Areas
Estate Planning
Retirement Planning
Charitable Giving
Investment Planning
Business Succession Planning
Education & Other Certificates
University of Connecticut - Bachelor of Science
FIRNA Registrations & Insurance Licenses
FINRA Series 7 - General Securities Representative Exam
Sunny B Patel
Private Banker
11 W. 42nd Street
New York NY 10036
Areas Served
New York
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Education & Certifications
CUNY Baruch - Bachelors Degree in Business Administration Finance and Investments
Licenses & Registrations
FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam FINRA Series 7 - General Securities Representative Exam
Timothy Barker
Senior Portfolio Strategist
11 West 42nd Street
New York NY 10036
Education & Certifications
B.A. Siena College J.D. Albany Law School