Patricia Valeri's Location
United States
Patricia Valeri's Work
- Wealth Planner III @ Fulton Bank
- Senior Wealth Strategist @ PNC Private Bank
- Tax and Estate Planning Manager @ TD
- Senior Wealth Planning Strategist @ Wells Fargo Family Wealth
- Senior Financial Planner @ Wachovia
- Senior Consultant @ PwC
- Staff Attorney @ The Ayco Company
Patricia Valeri's Education
- Villanova Law School
Master of Laws (LL.M.) (Taxation)
1994 - 1995 - Rutgers University School of Law - Camden
Doctor of Law (JD)
1991 - 1994 - Villanova University
Bachelor of Arts (BA) (Political Science and Government)
1986 - 1990
Patricia Valeri's Skills
- Equities
- Estate Planning
- Tax
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- High Net Worth Individuals
- Financial Advisory
- Investments
- Risk Management
Patricia Valeri's Summary
Patricia Valeri, based in United States, is currently a Wealth Planner III at Fulton Private Bank, bringing experience from previous roles at PNC Private Bank, TD Bank Group, Wells Fargo Family Wealth and Wachovia. Patricia Valeri holds a 1994 - 1995 Master of Laws (LL.M.) in Taxation @ Villanova Law School. With a robust skill set that includes Equities, Estate Planning, Tax, Portfolio Management, Strategic Financial Planning and more, Patricia Valeri contributes valuable insights to the industry. Patricia Valeri has 1 email and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Patricia Valeri you were looking for?
Find contact details for 700 million professionals.
Others Named Patricia Valeri
-
12
-
1
People Like Patricia Valeri
-
22
-
11
-
41
-
11
-
ViewThomas Moriarty
Senior Wealth Strategist at Legacy Wealth Advisors, LLC
Miami, Florida, United States11 -
11
-
31
-
13
-
12
-
11
-
55+
-
35+
-
5+5+
Top Fulton Bank Employees
-
41
-
45+
-
ViewJennifer Brown
Senior Vice President, Marketing Communications Director at Fulton Bank
Lancaster, PA, US21 -
View
Steve Horst
Senior Vice President, Associate Deputy General Counsel at Fulton Bank
Lancaster, PA, US34 -
View
Keith Woody
Senior Vice President, Chief Procurement Officer at Fulton Bank
Horseshoe Bay, TX, US5+5+ -
View
Brian Morley
Director of Sales and Marketing, Senior Vice President, Fulton Mortgage Company at Fulton Bank
Ellicott City, Maryland, United States45+ -
42
-
View
Atul Malhotra
Managing Director of Enterprise Risk Management at Fulton Bank
Philadelphia, Pennsylvania, United States5+3 -
ViewBarth Bailey
Senior Vice President, Chief Information Security Officer at Fulton Bank
East Petersburg, PA, US23 -
4
-
51
-
42
-
23
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
