Bryan Valentini Email & Phone Number
Vice President | Wealth Planner @ Key Private Bank
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Bryan Valentini Location
- Northville, MI, US
Bryan Valentini Work
- 2020 -now Vice President | Wealth Planner @
- 2015 -2020 Client Advisor @ PNC Wealth Management
- 2013 -2015 Banking Advisor @ PNC Wealth Management
- 2010 -2013 Private Client Group Relationship Manager @
- 2007 -2010 Licensed Financial Sales Consultant @
- 2005 -2007 Senior Credit Analyst @
- 2001 -2005 Senior Credit Analyst @
- 1999 -2000 Registered Representative @
Bryan Valentini Education
- Concordia University Irvine
Bachelor of Arts (B.A.) (Business Administration and Management, General)
Bryan Valentini Skills
- Relationship Management
- Wealth Management
- Private Banking
- Customer Relationship Management (CRM)
- Retirement Planning
- Loans
- Banking
- Consultative Selling
- Credit
- Portfolio Management
- Investments
- Consumer Lending
- Mortgage Lending
- Finance
- Retail Banking
- Financial Analysis
- Commercial Banking
- Credit Analysis
- Small Business Lending
- Commercial Lending
- Sales
- Analytical Skills
- Financial Services
- Financial Planning
- Investment Advisory
- Credit Risk
- Small Business
- Retail
- Cross Selling
- Financial Advisory
- Lines Of Credit
- Asset Allocation
- Financial Risk
- Management
- Customer Service
- Communication
- Leadership
- Partner Relationship Management
- Wealth Management Services
- Certified Financial Planner
- Bank Relationship Management
Bryan Valentini Summary
- Bryan Valentini, based in Northville, MI, US, is currently a Vice President | Wealth Planner at Key Private Bank. Bryan Valentini brings experience from previous roles at PNC Wealth Management and PNC. Bryan Valentini holds a Bachelor of Arts (B.A.) in Business Administration and Management, General @ Concordia University Irvine. With a robust skill set that includes Relationship Management, Wealth Management, Private Banking, Customer Relationship Management (CRM), Retirement Planning and more. Bryan Valentini has 2 emails and 2 mobile phone numbers on RocketReach.
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