VP Premier Relationship Advisor @ (July 2017 - January 2020)
Wealth Management Financial Planner @ (January 2017 - June 2017)
Financial Advisor @ (January 2012 - January 2016)
Client Service Associate @ (January 2011 - January 2012)
Group Sales Representative @ (January 2008 - January 2011)
Group Inforce and Proposal Underwriter @ (January 2005 - January 2008)
Sales Data and Compensation Associate @ (January 2002 - January 2005)
Michael Valenza Education
The College of New Jersey
Bachelor of Science (Business Administration)
Michael Valenza Summary
Michael Valenza, based in New York, NY, US, is currently a VP - Financial Consultant at Charles Schwab. Michael Valenza brings experience from previous roles at HSBC and Morgan Stanley. Michael Valenza holds a Bachelor of Science in Business Administration @ The College of New Jersey. Michael Valenza has 3 emails and 2 mobile phone numbers on RocketReach.
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