Mike Valenti Email & Phone Number
Senior Paralegal - Estates and Trusts @ Paré & Associates, LLC (formerly Law Office Of Alice Paré)
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Mike Valenti Location
- Washington, DC, US
Mike Valenti Work
- Senior Paralegal - Estates and Trusts @ (May 2024 - Present)
- Senior Paralegal - Estates and Trusts @ (July 2023 - May 2024)
- Senior Paralegal – Estates and Trusts @ Law Offices of Naiman & Naiman (September 2017 - July 2023)
- Senior Paralegal – Criminal and Civil and Appellate @ PCS Law (July 2016 - September 2017)
- Paralegal – Family Law @ (January 2016 - July 2016)
- Small Business Owner – Internet and Technology @ (March 2009 - May 2016)
- Branch Manager - Business Owner @ (February 2012 - November 2013)
- Director, Portfolio and Estate Planning and Development @ TFS Securities, Inc. (January 2010 - July 2012)
- Regional Marketing Director @ Lincoln Financial Group (January 2007 - January 2008)
- Regional Sales Manager @ Invesco US (January 1997 - January 2007)
- Director of National Sales @ (January 1994 - January 1996)
- Manager of Retirement Plan National Sales @ Prudential Securities (January 1993 - January 1994)
- Sales and Marketing Manager @ SHEARSON LEHMAN BROTHERS (January 1988 - January 1993)
- Mutual Fund and Retirement Specialist @ INTEGRATED RESOURCES EQUITY CORP. (January 1987 - January 1988)
Mike Valenti Education
- Rutgers University
BA (Economics)
1983-1986 - Virginia Tech
Paralegal Certification (Law)
2016 - Rutgers University
Bachelor's degree
Mike Valenti Skills
- 401k
- Alternative Investments
- Annuities
- Asset Management
- Business Planning
- ETFs
- Entrepreneurship
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advisory
- Investment Properties
- Investment Strategies
- Investments
- Leadership
- Legal Assistance
- Legal Documents
- Legal Issues
- Legal Research
- Legal Writing
- Life Insurance
- Long Term Care Insurance
- Management
- Marketing
- Marketing Communications
- Mergers & Acquisitions
- Mutual Funds
- New Business Development
- Paralegal
- Portfolio Management
- Product Development
- Program Management
- REIT
- REITs
- Real Estate Investment
- Recruiting
- Relationship Management
- Retirement Planning
- Sales
- Sales Management
- Securities
- Selling
- Small Business
- Strategic Financial Planning
- Wealth Management
- Writing
- Consulting
- Planning
- Market
- Channel
- Prospects
- Rias
- Small Office
- Key Account Management
- Audio Conferencing
- Territories
- Concentrations
- Fee
- Sales Operations
- Irec
- Mentoring
- Structure
- Honor
- Prism
- Road
- Work Ethic
- Distribution Management
- Internal Communications
- Sales and Marketing
- Separately Managed Accounts
- Fibre Channel
- Literature
- Dynamics
- Ideas
- Travel
- Florida
- Revenue
- Insurance Planning
- Broker Dealer
- Lifestyle
- Funding
- Marketing Support
- Finra Series 7 Securities License
- CRM
- Casualty Insurance
- Keys
- Initiation
- Charlotte
- Series 63
- Loan Servicing
- Scouting
- Soccer
- Business plan
- Accounting
- Quarter
- Human Resources
- Fcs
- Structures
- Distribution Strategies
- Philadelphia
- Inside Sales
- Foundation
- Customer Satisfaction
- System
- Business Services
- Trade Unions
- Staff Management
- Self Starter
- Radio Access Network
- County
- Outside Sales
- Regional Marketing
- Sales Promotion
- Trust Funds
- Variable
- Property
- Finra Series 7
- Training
- Distributors
- Directors
- Demonstration
- Conferences
- Research
- Commercial Real Estate
- Campaigns
- Advertising Agency
- Concepts
- Information Technology
- Vehicles
- Promotional
- Economics
- Houston
- Value Added
- Retail
- Women's
- Self Defense
- Communication
- New Clients
- Advertising
- Presentation
- Operations
- Suite
- Dealers
- Time Management
- QoS
- Sales Trainings
- TFS
- Project Planning
- SAT
- Predictable
- Data Driven Testing
- Contractual Agreements
- Series 63 Securities License
- Strategic Financial
- Key Relationships
- Covering
- Income
- Presentations
- Accident
- Pricing
- Series 63 Securities
- Websites
- Council
- Internal Audit
- Skill Set
- E Commerce
- Distribution
- Investment Vehicles
- Google Groups
- Marketing Materials
- Defined Contribution
- Account Management
- Trust
- Life Health and Annuity License
- Life Health and Annuity
- Union
- Boost
- New York
- Mortgage Lending
- Variable Annuities
- Wrap
- Managing Accounts
- Microsoft Dynamics
- Product Training
- Materials
- Series 66 Securities License
- Compliance
- Equities
- Roadshows
- Focus Groups
- Rate
- Proposal Writing
- AIM
- Spoke
- Series 66 Securities
- Commerce
- Multi Channel Marketing
- Liaison
- Culture
- Registrations
- Connecticut
- Meetings
- Planners
- Retirement
- Mergers and Acquisitions
- Evaluation
- Series 7
- Signing
- Storytelling
Mike Valenti Summary
- Mike Valenti, based in Washington, DC, US, is currently a Senior Paralegal - Estates and Trusts at Paré & Associates, LLC (formerly Law Office Of Alice Paré). Mike Valenti brings experience from previous roles at Smith, Gildea & Schmidt, LLC, Law Offices of Naiman & Naiman, PCS Law and Maryland Legal Aid. Mike Valenti holds a 1983 - 1986 BA in Economics @ Rutgers University. With a robust skill set that includes 401k, Alternative Investments, Annuities, Asset Management, Business Planning and more.
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