Lionel Martina in

Lionel Martina

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Private Client Relationship Manager at Citizens
📍 Greater Boston, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
25 Years
Current Role
Private Client Relationship Manager
Job Level
Middle
Location
Greater Boston, United States
Personality Overview

How Lionel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lionel cares about

Strategic Priorities
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Career

Work history

12-2024
Private Client Relationship Manager
Citizens
5-2024 - 12-2024
Financial Planner at Pruco Securities, LLC
Prudential Financial
7-2023 - 4-2024
Private Wealth Manager, Financial Professional
Banking
9-2018 - 7-2023
Assistant Vice President Private Banking
Bank J. Safra Sarasin Ltd
4-2017 - 4-2018
Pension analyst mid-market
Mercer Nederland B.V.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2014
Master of Arts (MA)
University of Amsterdam
1992 - 2002
LL.M
Leiden University
2011 - 2011
Certified Pension Advisor
Financieel College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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