Praveen Sekar in

Praveen Sekar

Critic · DISC type C
Senior Wealth Advisor- Citigold Private Wealth at Citi
📍 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
20 Years
Current Role
Senior Wealth Advisor- Citigold Private Wealth
Location
United States
Personality Overview

How Praveen shows up

ROI Driven
Negotiator
Information Seeker

They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Praveen cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2025
Senior Wealth Advisor- Citigold Private Wealth
Citi
8-2020 - 2-2025
Senior Wealth Relationship Manager-VP
Citi
10-2018 - 8-2020
Citi Private Client Relationship Manager
Citi
8-2015 - 9-2018
Citigold Relationship Manager
Citi
2013 - 7-2015
Citigold Relationship Manager
Citi
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2017
Citi Wharton Global Wealth Institute: Maximising Client Relationships Program Certification
The Wharton School
2002 - 2004
MBA(Affiliated with IIFT New Delhi)
PSG Institute of Management
1999 - 2002
Bachelors of Commerce; B.Com
The American College, Madurai
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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