Francesca Vitale Email & Phone Number
Private Client Advisor, Senior Vice President @ Bank of America Private Bank
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Francesca Vitale Location
- Buffalo, NY, US
Francesca Vitale Work
- Private Client Advisor, Senior Vice President @ (August 2024 - Present)
- Wealth Advisor @ (August 2022 - August 2024)
- Private Client Manager @ (September 2017 - August 2022)
- Vice President Relationship Manager @ (January 2015 - September 2017)
- AVP Relationship Manager @ HSBC Bank, N.A. (June 2006 - February 2015)
Francesca Vitale Education
- Canisius Unversity
Finance (Economics)
2005-2009
Francesca Vitale Skills
- Estate Planning
- Private Wealth Management
- Retirement Planning
- Financial Planning
- Credit Analysis
- Commercial Banking
- Commercial Credit
- Financial Analysis
- Relationship Management
- Cash Flow Lending
- Insurance
- Asset Managment
- Wealth Management
- Series 63
- Series 7
- Series 6
- Private Banking
- Banking
- Finance
- Portfolio Management
- Credit
- Underwriting
- Credit Risk
- Retail Banking
- Risk Management
- Investments
- Trading
- Loans
- Financial Modeling
- Commercial Lending
Francesca Vitale Summary
- Francesca Vitale, based in Buffalo, NY, US, is currently a Private Client Advisor, Senior Vice President at Bank of America Private Bank. Francesca Vitale brings experience from previous roles at Wilmington Trust, Bank of America Private Bank, Santander Bank, N.A. and HSBC Bank, N.A.. Francesca Vitale holds a 2005 - 2009 Finance in Economics @ Canisius Unversity. With a robust skill set that includes Estate Planning, Private Wealth Management, Retirement Planning, Financial Planning, Credit Analysis and more. Francesca Vitale has 2 emails and 1 mobile phone numbers on RocketReach.
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