Michael Costa Email & Phone Number
SVP Director of Private Client Group @ U.S. Century Bank
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Michael Costa Location
- Miami, FL, US
Michael Costa Work
- SVP Director of Private Client Group @ (October 2026 - Present)
- Sr. Sales and Relationship Advisor(Florida Private Banking Team Leader) @ (July 2023 - October 2026)
- Private Banker @ (October 2018 - July 2023)
- Senior Private Banker and First Vice President @ (December 2017 - October 2018)
- Regional Bank Private Banker and Assistant Vice President @ (August 2014 - December 2017)
- Licensed Personal Banker @ (September 2013 - August 2014)
- Brokerage Associate @ (October 2013 - December 2017)
- Financial Representative @ (July 2012 - August 2013)
Michael Costa Education
- Miami Dade College
Associate of Arts - AA (Accounting)
2005-2007 - Miami Senior High School 2001-2005
Michael Costa Skills
- 401k
- 401k Rollovers
- Account Management
- Asset Allocation
- Asset Management
- Balance Sheet Review
- Business Relationship Management
- Critical Illness
- Customer Retention
- Disability Insurance
- Education Funding
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- Health Insurance
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Licensed Life
- Life
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- PWM
- Personal Financial Planning
- Portfolio Management
- Presentations
- Problem Solving
- Regulations
- Retirement
- Retirement Planning
- Roth IRA
- Strategic Financial Planning
- Succession Planning
- Term Life Insurance
- Universal Life
- Variable Annuities
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Whole Life
- Life
- Licensed Life
- Long Term Care
Michael Costa Summary
- Michael Costa, based in Miami, FL, US, is currently a SVP Director of Private Client Group at U.S. Century Bank. Michael Costa brings experience from previous roles at Popular Bank, Israel Discount Bank and Wells Fargo. Michael Costa holds a 2005 - 2007 Associate of Arts - AA in Accounting @ Miami Dade College. With a robust skill set that includes 401k, 401k Rollovers, Account Management, Asset Allocation, Asset Management and more. Michael Costa has 1 emails and 1 mobile phone numbers on RocketReach.
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