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
- Vice President | Wealth Planner @ (November 2020 - Present)
- Senior Vice President | Senior Wealth Planner @ (November 2020 - Present)
- Client Advisor @ PNC Wealth Management (November 2015 - November 2020)
- Banking Advisor @ PNC Wealth Management (November 2013 - November 2015)
- Private Client Group Relationship Manager @ (November 2010 - November 2013)
- Licensed Financial Sales Consultant @ (November 2007 - November 2010)
- Senior Credit Analyst @ (January 2005 - January 2007)
- Senior Credit Analyst @ (November 2001 - March 2005)
- Registered Representative @ (June 1999 - November 2000)
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 Key Private Bank , 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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