Top Licensed Personal Bankers in Greater New York City Area
Basil C. Puglisi, M.P.A.
Digital Marketing Executive
Greater New York City Area
Digital Marketing Executive
International Board of Directors - Professional Development
Contributing Content Manager & Co-Founder
Advertising Manager & Product Research Committee
Client Relationship Manager
Residence Director
Digital Marketing Consultant
Coordinator House Mangement
Licensed Personal Banker - Bank at Work Representative
Personal Banker
Graduate Assistant - AHD/NRC
Graduate Intern
Michigan State University
State University of New York at Albany
SUNY Suffolk
Walden University
Recommendations: 21
SEO
Online Marketing
Marketing Strategy
Marketing Communications
Marketing Research
Product Marketing
Marketing Management
Social Media Marketing
s****[email protected]
b****[email protected]
Lewis Darnell Davis
Regional Sales Consultant
Greater New York City Area
Regional Sales Consultant
Sales Consultant-Business Division
Licensed Personal Banker
Financial Advisor
Regional Sales Manager
Area Manager
Acct Executive
Account Executive
Account Executive
Account Manager
Recruiter
Customer Service Manager
Sr Acct Rep
Southern Connecticut State University
United States Naval Academy
Stratford High School
Johnson Junior High School
Recommendations: 4
Sales
Finance
Recruiting
Insurance
Sales Operations
Credit Analysis
Loans
Operations Management
l****[email protected]
Ariel H Martinez
Order Control Desk
Greater New York City Area
Order Control Desk
Investment Counselor
Licensed Personal Banker II
Licensed Personal Banker
Financial Service Representative
Account Executive
Fordham University
Westchester Community College
Recommendations: 2
Investments
Portfolio Management
Mutual Funds
Retirement Planning
Financial Services
Banking
Insurance
Finance
a****[email protected]
a****[email protected]
Beth Lee Schlendorf
Owner
Greater New York City Area
Owner
VP / Branch Manager
Vice President
VP / Branch Manager
AVP - Client Financial Analyst / Licensed Personal Banker
Jr. Software Developer / Administrator
Sales and Customer Service Experience in Retail
St. Joseph's College (NY)
St. Joseph's College (NY)
Recommendations: 2
Customer Service
Public Relations
Advertising
Credit
Banking
New Business Development
Networking
Building Relationships
b****[email protected]
Debrahlee Lorenzana
Relationship Banker
Greater New York City Area
Relationship Banker
Financial Advisor
Licensed Personal Banker
Business Banker
Small Business Specialist
Account Executive
Instituto de Banca y Comercio Inc
Recommendations: 0
Small Business Lending
Commercial Banking
Commercial Lending
Lines Of Credit
Loans
Investments
Retirement Planning
Coaching
d****[email protected]
Shamir Arzeno
Lead Specialist
Greater New York City Area
Lead Specialist
Senior Associate
Associate
Licensed Personal Banker
Residential Account Executive
Fordham University
Recommendations: 0
Outlook
Finance
Microsoft Excel
PowerPoint
Microsoft Office
Insurance
Microsoft Word
Customer Satisfaction
s****[email protected]
Mark Schneider
Private Client Banker
Greater New York City Area
Private Client Banker
Relationship Banker
Licensed Personal Banker
Financial Sales Representative
Server/Bartender
Bloomsburg University of Pennsylvania
North Hunterdon
Recommendations: 0
Cold Calling
Customer Service
Microsoft Excel
Insurance
Fixed Annuities
Financial Analysis
Microsoft Office
Series 6
m****[email protected]
Sally Amer
Vice President Branch Manager
Greater New York City Area
Vice President Branch Manager
VP Branch Manager
Licensed Personal Banker
Ain Shams University
Columbia University in the City of New York
Recommendations: 0
Retail Banking
Banking
Credit
Loans
Commercial Banking
Mortgage Lending
Consumer Lending
Small Business Lending
s****[email protected]
Anna Danilova
Vice President Store Manager 2
Greater New York City Area
Vice President Store Manager 2
Vice President - Financial Advisor
Investment Consultant
Small Business Specialist/ Licensed Personal Banker
Investment Advisor/Mutual Fund Trader
Financial Analyst / Mutual Fund Analyst
University of Utah - David Eccles School of Business
University of Utah
Recommendations: 0
Mutual Funds
Uniform Combined State...
Series 7
Series 63
Fixed Income
Investments
Series 66
Options Strategies
a****[email protected]
Kasey King, CTP
Treasury Management Sales Officer
Greater New York City Area
Treasury Management Sales Officer
Sales Associate - Treasury Services (Government, Not-for-Profit, Healthcare)
Licensed Personal Banker
University of Michigan
Recommendations: 0
Competitive Analysis
Analysis
Business Development
Fundraising
Microsoft Excel
PowerPoint
Market Research
Treasury Management
k****[email protected]
Steven Vitoratos
Investment Consultant
Greater New York City Area
Investment Consultant
Wealth Management Advisor
Wealth Managment Advisor
Wealth Management Advisor
Licensed Personal Banker
State University of New York College at Old Westbury
Recommendations: 0
Wealth Management
Series 7
Series 66
NYS Life and Health Insurance License
Political Economy
Client Presentation
Client Aquisition
Advising Clients
s****[email protected]
Devon Hall
Finance Associate Analyst
Greater New York City Area
Finance Associate Analyst
Financial Assistant Analyst
Accountant
Licensed Personal Banker
City University of New York-Herbert H. Lehman College
Cuny John Jay College of Criminal Justice
Mount Saint Mary College
Recommendations: 0
Banking
Loans
Finance
Financial Analysis
Mortgage Lending
Retail Banking
Credit Analysis
Financial Services
u****[email protected]
Eugene Gryazev
Vice President Relationship Manager
Greater New York City Area
Vice President Relationship Manager
Financial Advisor
Licensed Personal Banker
City University of New York-Baruch College
Recommendations: 0
Private Banking
Financial Structuring
Alternative Investments
Corporate Finance
Financial Markets
Valuation
Strategic Financial Planning
Refinance
e****[email protected]
Earl McField
Relationship Banker
Greater New York City Area
Relationship Banker
Licensed Personal Banker
Teller
Sales Associate
Recommendations: 0
e****[email protected]
Oleg Tsybulskiy
Financial Representative
Greater New York City Area
Financial Representative
Financial Representative
Financial Representative
Financial Representative
Private Client Fiancial Advisor
Premiere Client Financial advisor
Licensed Personal Banker
Insurance Agent
Long Island University
Recommendations: 0
Finance
Investments
Portfolio Management
Financial Analysis
Risk Management
Banking
Equities
Financial Services
o****[email protected]
Brian Jeng
Senior Associate
Greater New York City Area
Senior Associate
Technology Project Solutions Consultant
Operations Management Analyst Program
Licensed Personal Banker
Arizona State University
Recommendations: 0
Credit
Operations Management
Sales
Data Analysis
Management
Project Management
Financial Services
Writing
b****[email protected]
b*****@kpmg.com
Colin D.
Training and Recruitment Coordinator
Greater New York City Area
Training and Recruitment Coordinator
Talent Acquisition Analyst
Healthcare Recruiter
Server
Licensed Personal Banker
Sales Associate
University of Connecticut-Stamford
Wittenberg University
Recommendations: 0
c****[email protected]
Roger Martinez
Client Reporting Associate
Greater New York City Area
Client Reporting Associate
Participant Service Center Representative
Licensed Personal Banker
Senior Collector II
New Jersey City University
Recommendations: 0
Retirement Planning
Loans
Banking
Derivatives
Options
Financial Analysis
Credit
Stocks
r****[email protected]
Ryan Aceste
Operations Supervisor
Greater New York City Area
Operations Supervisor
Assistant Operations Supervisor
Senior Licensed Personal Banker
Financial Services Associate
Licensed Personal Banker
Intern to Legal Counsel
Long Island University, C.W. Post Campus
State University of New York College at Geneseo
Recommendations: 0
Banking
Consumer Lending
Retail Banking
Portfolio Management
Mutual Funds
Loans
Public Speaking
Credit
r****[email protected]
Karen Marie Eck
Licensed Personal Banker II
Greater New York City Area
Licensed Personal Banker II
Fairleigh Dickinson University
Recommendations: 0
Banking
Portfolio Management
Investments
Credit
Finance
Financial Services
Management
Insurance
k****[email protected]
k****[email protected]
andrey boryozka
Licensed Personal Banker
Greater New York City Area
Licensed Personal Banker
john dewey hs, brooklyn college
Recommendations: 0
Customer Service
Management
Microsoft Office
Banking
Leadership
Project Management
Risk Management
Business Strategy
a****[email protected]
Viviana Cardenas
Finance Analyst
Greater New York City Area
Finance Analyst
Audit Analyst
Licensed Personal Banker
Sales and Service Associate
Kean University
Recommendations: 0
Analysis
Microsoft Excel
Customer Service
Customer Relations
Sales
Retail Banking
Microsoft Word
PowerPoint
n****[email protected]
Jorge Egal
Private Client Advisor VP-Investments
Greater New York City Area
Private Client Advisor VP-Investments
VP-Investments
Business Banker
Licensed Personal Banker
Realtor/Consultant
University of Illinois at Chicago
Recommendations: 0
j****[email protected]
Edward Heim
Loan Specialist
Greater New York City Area
Loan Specialist
Licensed Personal Banker
Licensed Real Estate Professional
Buyer Specialist and Sales Agent
Intern
Full Time Student
Bank Teller
St. John's University Tobin School of Business
St. John's University, The Peter J. Tobin College of Business
Recommendations: 0
e****[email protected]
Stephanie Baccalie
Inflight recovery coordinator
Greater New York City Area
Inflight recovery coordinator
Operations Supervisor
Licensed Personal Banker
Vaughn College of Aeronautics and Technology
Recommendations: 0
Fixed Annuities
Airports
Portfolio Management
Cash Management
Aviation
Teamwork
Banking
Customer Service
s****[email protected]
jaime barrientos
Associate Account Executive
Greater New York City Area
Associate Account Executive
Licensed Personal Banker
Financial Associate
Security Forces Supervisor
Long Island University, Brooklyn Campus
Queen's College
Community College of the Air Force
Recommendations: 0
Insurance
Underwriting
Risk Management
Property & Casualty Insurance
Leadership
Life Insurance
Workers Compensation
Customer Service
j****[email protected]
CHARLES MARCHICA
VP Commercial Banking
Greater New York City Area
VP Commercial Banking
Select Banking Branch Manager Vice President
Branch Manager-Vice President
Sales Manager Chase Private Client-AVP
Assistant Vice President
Personal Banker-Bank Officer
Licensed Personal Banker-Team Lead
Investment Advisory Associate
Investment Advisory Associate
Sales Assistant
Sales Associate
Adelphi University
MONSIGNOR FARRELL
Adelphi University
Recommendations: 0
Portfolio Management
Banking
Investments
Mutual Funds
Loans
Finance
Mortgage Lending
CRM
c****[email protected]
Brad McBrair
Licensed Personal Banker II
Greater New York City Area
Licensed Personal Banker II
Sales Consultant
Regional Vice President
Variable Annuity Wholesaler
Individual Retirement Representative
The Ohio State University
Morris Knolls High School
Recommendations: 0
Sales
Sales Operations
Analysis
Retirement
Financial Services
Personal Financial Planning
Marketing
Financial Analysis
b****[email protected]
Na'im Na'im Mabry
Internal Wholesaler-Major Accounts
Greater New York City Area
Internal Wholesaler-Major Accounts
District Manager-Retirement Services
Financial Advisor
Financial Advisor
Licensed Personal Banker
Intern-Wealth Management
Specialist
Mercy College
goshen high school
goshen high school
Recommendations: 0
Series 7
Mutual Funds
Fixed Income
Series 63
Wealth Management
Asset Allocation
Finance
Retirement
m****[email protected]
Elaina D Vietz
Finance Manager - Consumer Investment Optimization
Greater New York City Area
Finance Manager - Consumer Investment Optimization
Middle Market Commercial Banker, Executive Associate
Summer Executive Associate
Registered Client Service Associate
Licensed Personal Banker
Cornell University - S.C. Johnson Graduate School of Management
University of Wisconsin-Madison
Universidad Complutense de Madrid
Recommendations: 0
Strategy
Banking
Credit Analysis
e*****@cornell.edu
Ali Hassan
Analyst
Greater New York City Area
Analyst
Principal Coordinator
Sr. Licensed Personal Banker
Relationship Manager
Queens College
Queens College
Recommendations: 0
Jessica Doyle
Vice President- Compliance & BSA Officer
Greater New York City Area
Vice President- Compliance & BSA Officer
Licensed Personal Banker
Member Service Specialist
Bank Teller
Recommendations: 0
Banking
Retail Banking
Credit
Commercial Banking
Consumer Lending
Loans
