Bill Valenti Email & Phone Number
Financial Advisor
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Bill Valenti Location
- Fort Myers, FL, US
Bill Valenti Work
- Financial Advisor @ Morgan Stanley (June 2012 - Present)
- Financial Advisor @ Florida Gulf Bank / Florida Gulf Investments (May 2001 - June 2012)
- Financial Specialist @ First Union Bank / First Union Securities (January 1999 - January 2001)
- Personal Banker @ Barnett Bank / Nations Bank / Huntington Bank (January 1997 - January 1999)
Bill Valenti Education
- University of Central Florida
Bachelors Degree (History and Anthropology)
1995-1996 - Florida State University
Associates Degree (General Studies)
1991-1995 - Florida State University
Bill Valenti Skills
- Wealth Management
- Union
- Preservation
- Investments
- Planning
- Services
- Financial Services
- Retirement Planning
- Securities
- Leadership
- Underwriting
- Risk Management
- Marketing
- Cash Management
- Mortgage Lending
- Commercial Real Estate
- Small Business
- Sales Management
- Fundraising
- Commercial Banking
- Consumer Lending
- Financial Analysis
- Sales
- Business Development
- Commercial Mortgages
- Portfolio Management
- Investment Properties
- Real Estate Transactions
- Loan Origination
- Strategic Planning
- Customer Service
- Budgets
- Commercial Lending
- New Business Development
- Retail Banking
- Credit Analysis
- Credit
- Banking
- Small Business Lending
- Real Estate
- Financial Risk
- Due Diligence
- Lines of Credit
- Loans
- Team Building
- Finance
- SBA
Bill Valenti Summary
- Bill Valenti, based in Fort Myers, FL, US, is currently a Financial Advisor at Morgan Stanley. Bill Valenti brings experience from previous roles at Florida Gulf Bank / Florida Gulf Investments, First Union Bank / First Union Securities and Barnett Bank / Nations Bank / Huntington Bank. Bill Valenti holds a 1995 - 1996 Bachelors Degree in History and Anthropology @ University of Central Florida. With a robust skill set that includes Wealth Management, Union, Preservation, Investments, Planning and more. Bill Valenti has 1 mobile phone numbers on RocketReach.
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