Holly Sze

Holly Sze is an experienced financial professional with over 20 years in the industry. Currently serving as Vice President and Escrow & Custody Service Lead at Citi since August 2010, Holly has held various positions including Assistant Vice President in both Escrow & Custody Service and Client Reporting. Prior experience includes roles as Senior Performance Analyst at UBS Wealth Management, Performance Measurement Analyst at JPMorgan Chase & Co. and Alliance Capital. Holly Sze holds a B.A. in Economics from Hunter College, along with an Advanced Certificate in Portfolio Management obtained from both Rutgers University and New York University in 2010.