VP, Premier Relationship Manager @ (March 2014 - October 2018)
VP, Wealth Management Banker @ (April 2009 - March 2014)
AVP, Premier Client Manager, Premium Banking and Investments @ (September 2006 - April 2009)
Middle Office Sales Support for Emerging Markets Fixed Income @ (January 2000 - November 2002)
Michael Pinho Education
Seton Hall University
Bachelor of Arts - BA (EDUCATION)
1991-1996
Michael Pinho Skills
401k Rollovers
Asset Allocation
Asset Management
Banking
Cash Management
Client Engagement
Coaching
Collaborative Problem Solving
Credit
Customer Relationship Management (CRM)
Customer Service
Deposits
ETFs
Equities
FINRA
Financial Advisory
Fixed Income
High Net Worth Individuals
Insurance
Investment Advisory
Investment Strategies
Investments
Life Insurance
Loan Origination
Loans
Mortgage
Mortgage Lending
Mutual Funds
Needs Identification
Opportunity Development
Outlook
Portfolio Management
Private Banking
Private Wealth Management
Process Improvement
Process Optimization
Product Management
Profit Maximization
Relationship Management
Residential Mortgages
Retirement Planning
Securities
Series 6
Series 63
Series 65
Series 7
Strategy
Team Leadership
Wealth Management
Word
Michael Pinho Summary
Michael Pinho, based in Springfield Township, NJ, US, is currently a Vice President, VEA Relationship Manager at Morgan Stanley. Michael Pinho brings experience from previous roles at Morgan Stanley, Citizens and HSBC Retail Banking and Wealth Management. Michael Pinho holds a 1991 - 1996 Bachelor of Arts - BA in EDUCATION @ Seton Hall University. With a robust skill set that includes 401k Rollovers, Asset Allocation, Asset Management, Banking, Cash Management and more. Michael Pinho has 2 emails and 1 mobile phone numbers on RocketReach.
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