Citizens Securities Inc

  • Financial Services
  • Sandusky OH
  • 376 employees
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Company Overview

Headquarters
Sandusky OH
Website
citizensbank.com
Employees
376
Industry
Financial Services
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Financials & Stats

Revenue

$1,000B

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Who is Citizens Securities Inc

Citizens Securities Inc. is a financial services firm headquartered in Johnston, Rhode Island. Employing 376 people, the company generates an annual revenue of $1 billion. Citizens Securities Inc. provides a wide range of financial products and services tailored to meet the needs of individuals and families. Their services include professional investment management, investment diversification, risk management, and tax efficiency strategies. Clients also benefit from access to a variety of investment and insurance options, as well as guidance on retirement planning. The company differentiates itself through its disciplined approach to financial planning, which focuses on developing customized portfolios based on each client's unique financial goals and priorities. This personalized service, coupled with their expertise in diverse financial areas, aims to help clients navigate their financial journey effectively. Individuals interested in learning more about Citizens Securities Inc. and their services can visit their website at citizensbank.com.

Company Leadership

Anthony Feisthamel

Compliance Examiner, AVP

Phone Email
Matthew Phipps

Experience Owner-Wealth Account Onboarding

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Jessica Morrow

Experience Owner, Client Insights and Next Best Action

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Ryan Donovan

Wealth Mgt Services

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Citizens Securities Inc Industry Tags

Financial Services
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FAQ

What is the location of Citizens Securities Inc's headquarters?
The headquarters of Citizens Securities Inc are situated at Sandusky OH
What is Citizens Securities Inc's official website?
The official website of Citizens Securities Inc can be found at citizensbank.com.
What is Citizens Securities Inc's current revenue?
As of September 2022, Citizens Securities Inc's annual revenue reached $1,000B.
How many employees does Citizens Securities Inc currently have?
Citizens Securities Inc employs approximately 376+ people as of September 2022
Which industries is Citizens Securities Inc primarily operating in?
Citizens Securities Inc operates in the following industries: Credit, Finance
Who is the Compliance Examiner, AVP of Citizens Securities Inc?
Citizens Securities Inc's Compliance Examiner, AVP is Anthony Feisthamel
What are Citizens Securities Inc's industry tags?
Citizens Securities Inc's industry tags include: Financial Services

Employee Directory

Key Employees

Pete Dunlap

President

Phone Email

Alison Keogh

AVP, Investment Product Manager

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Jaden Smith

Business Support Analyst

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Shannon Hahn

Regional Sales Manager

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Jamie McKenna

Wealth Management Productivity Coach

Phone Email

Eric Entler

Vice President Talent Advisor-Team Lead

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Christopher Slattery

Operations Analyst

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Matt Costello

Annuity Field Specialist

Phone Email