Michael Valenti Email & Phone Number
SVP - Tax Director @ Bryn Mawr Trust
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Michael Valenti Location
- Havertown, PA, US
Michael Valenti Work
- 2025 -now SVP - Tax Director @
- 2025 -now President, Philadelphia Chapter @
- 2023 -now Mentor @
- 2023 -2025 VP, Philadelphia Chapter @
- 2024 -2025 Vice President, Tax and Financial Planning @
- 2020 -2024 Outside Contributor @
- 2022 -2024 Director of Tax Planning @
- 2018 -2023 President, Philadelphia Chapter @
- 2022 -2022 Senior Tax Planner @ CI Private Wealth - Family Office Services
- 2020 -2021 Tax Manager @
- 2018 -2020 Senior Tax Associate @
- 2017 -2018 Financial Planner @
- 2014 -2017 Junior Financial Analyst @
- 2013 -2014 Tax and Compliance Accountant @
- 2013 -2013 Financial Analyst @ Lockheed Martin
- 2012 -2013 Associate, International Executive Services @
- 2009 -2011 Financial Management Student Trainee @ Picatinny Arsenal
Michael Valenti Education
- Penn State University
B.S. (M.S., Accounting)
2008-2012
Michael Valenti Skills
- Auditing
- PowerPoint
- CPA
- SAP
- Public Speaking
- Accounting
- Dreamweaver
- Budget
- Event Planning
- Tax
- Financial Modeling
- Forecasting
- Process Improvement
- Visio
- Wealth Management
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing
- Financial Analysis
- Management
- Financial Reporting
- Project Management
- Coaching
- Accounts Receivable
- Access
- C
- Army
- Thompson
- Taxations
- Academic
- Miller
- Mil
- University Park
Michael Valenti Summary
- Michael Valenti, based in Havertown, PA, US, is currently a SVP - Tax Director at Bryn Mawr Trust. Michael Valenti brings experience from previous roles at Foundation Fighting Blindness, FinServ Foundation and Carson Group. Michael Valenti holds a 2008 - 2012 B.S. in M.S., Accounting @ Penn State University. With a robust skill set that includes Auditing, PowerPoint, CPA, SAP, Public Speaking and more. Michael Valenti has 2 emails on RocketReach.
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Joel Morris
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Sofia Forgione
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Michael Valenti
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Havertown, PA, US
Denise Iemolo
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Jeanne Reilly
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Robert Eaddy
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Robert Schneider
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