Jason Wang is a Vice President / Associate Banker of the Citi Private Bank, where he provides a holistic approach to ongoing relationship management for ultra-high net worth individuals and families. He holds FINRA Series 7 and 66 Licenses. Previously, he was an Assistant Vice President in the Institutional Clients Group (ICG) Planning and Analysis (P&A) Department at Citigroup, Inc. He was responsible to provide ICG senior management with analysis and insight into ICG’s financial results. Prior to ICG P&A, he was a Financial Analyst. Jason’s past experiences include J.P. Morgan, Federal Home Loan Bank of New York and Depository Trust and Clearing Corporation.
Jason has a passion for mentoring, advising and coaching professionals and students, where he has been actively doing for over ten years. He is currently a mentor coach of America Needs You and a Big Brother / Mentor of Big Brothers Big Sisters of New York City. He co-founded the Baruch College Executives On Campus Mentee Alumni Program and was an iMentor mentor and a Success Coach of Points of Light ServiceWorks.
Jason has received three President’s Volunteer Service Award. Jason graduated Baruch College, Zicklin School of Business with honors and a Bachelor of Business Administration degree in Finance & Investments. He is conversational in Chinese Cantonese, Fujianese and Mandarin and knows basic Spanish. Jason enjoys travelling, learning new cultures and languages, and staying active and fit.