Michael Valentini Email & Phone Number
Vice President, Private Banker @ J.P. Morgan Private Bank
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Michael Valentini Location
- San Diego, CA, US
Michael Valentini Work
- 2023 -now Vice President, Private Banker @
- 2021 -2023 Portfolio Manager, Senior Vice President @
- 2021 -2021 Private Client Manager, Vice President @
- 2018 -2021 Portfolio Manager, Assistant Vice President @
- 2016 -2018 Portfolio Manager Associate, Assistant Vice President @
- 2016 -2017 REIT Analyst - Office Sector @
- 2015 -2016 Portfolio Management Assistant @
- 2013 -2015 Portfolio Strategist and Wealth Planning Associate @
Michael Valentini Education
- San Diego State University-California State University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2009-2013
Michael Valentini Skills
- Alternative Investments
- Leadership
- Presentation Skills
- Personal Income Tax Returns
- PowerPoint
- Fixed Income
- Hard Money Lending
- Corporate Finance
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
- Investments
- Business Development
- Value Investing
- Mortgage Lending
- Finance
- FactSet
- Asset Allocation
- Strategic Planning
- Technical Writing
- Wealth Management
- Equities
- Mutual Funds
- Financial Accounting
- Microsoft Office
- Microsoft Word
- Investment Strategies
- Bloomberg Terminal
- Financial Statement Analysis
- Real Estate
- Microsoft Excel
- Asset Management
- Credit
- Customer Service
- Private Equity
- Securities Lending
- Teamwork
- Management
- Aow Application On The Web
- Loans
- Analysis
- Writer
- Hedge Funds
- Equity Trading
Michael Valentini Summary
- Michael Valentini, based in San Diego, CA, US, is currently a Vice President, Private Banker at J.P. Morgan Private Bank. Michael Valentini brings experience from previous roles at Bank of America Private Bank. Michael Valentini holds a 2009 - 2013 Bachelor of Business Administration (B.B.A.) in Finance, General @ San Diego State University-California State University. With a robust skill set that includes Alternative Investments, Leadership, Presentation Skills, Personal Income Tax Returns, PowerPoint and more. Michael Valentini has 4 emails on RocketReach.
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