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Citizens Financial Group, Inc. Appoints Paul Casey As Head of Wealth Management In New York City

PUBLIC · CFGApr 15, 2024•about 2 years ago

Position

Head Of Wealth Management

Company

Citizens Financial Group

Paul Casey
ProvidenceFinancial ServicesMusic And AudioBanking

Description

Citizens Financial Group, Inc. announced that Paul Casey will join the bank as Head of Wealth Management, effective July 9, focusing on accelerating Citizens’ momentum in wealth. He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of various client segments

Company Information

Company

Citizens Financial Group

Location

Providence, Rhode Island, United States

About

At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.