Breaking into wealth management with the SIE
Learn how Daniel Rafaeloff, a personal banker, stayed motivated while preparing for the SIE for a future role in financial advising.


Personal Banker at Citibank
Daniel has been in the banking industry since 2011 and plans on working as a wealth advisor in the very near future. Currently, he works as a personal banker at Citibank and resides in Manhattan Beach, California.