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    Roberto Zamora

    Managing Director at Citizens

    Roberto Zamora is the Managing Director at Citizens Private Bank™, a position he has held since June 2023. Based in Palo Alto, California, Zamora has extensive experience in private and business banking, as well as wealth management. Prior to joining Citizens, he served as Managing Director of Preferred Banking at First Republic Bank for over 12 years, from January 2011 to June 2023.12

    Education and Qualifications

    Zamora earned a Bachelor of Arts in Economics and Political Science from San Francisco State University between 2002 and 2006. He holds several financial licenses, including the Series 7 and Series 63, which are essential for securities trading and investment advisory roles.1

    Career Path

    • Citizens Private Bank™: Managing Director (June 2023 - Present)
    • First Republic Bank: Managing Director - Preferred Banking (January 2011 - June 2023)
    • Bank of America: Assistant Manager (June 2006 - December 2010)
    • RehabCare: Assistant Program Director (January 2003 - December 2005)

    Zamora's career reflects a strong commitment to client service and financial management, positioning him as a significant player in the banking sector within the San Francisco Bay Area.12

    Highlights

    Jan 1 · wwana.com
    Roberto Zamora Profile - Worldwide Association of Notable Alumni
    Banco LAFISE Bancentro of Nicaragua plans Miami branch - South ... - The Business Journals
    Banco LAFISE Bancentro of Nicaragua plans Miami branch - South ... - The Business Journals

    Related Questions

    What are Roberto Zamora's key achievements at Citizens Private Bank™?
    How did Roberto Zamora transition from First Republic Bank to Citizens Private Bank™?
    What specific roles did Roberto Zamora hold at Bank of America?
    What are Roberto Zamora's educational background and professional certifications?
    How has Roberto Zamora's experience at RehabCare influenced his career in banking?
    Roberto Zamora
    Roberto Zamora, photo 1
    Roberto Zamora, photo 2
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    Location

    Palo Alto, California, United States