Rafael Pena Email & Phone Number
VP | Senior Wealth Management Banking Specialist @ Bank of America Merrill Lynch
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Rafael Pena Location
- New York, NY, US
Rafael Pena Work
- VP | Senior Wealth Management Banking Specialist @ (April 2025 - Present)
- AVP | Wealth Management Banking Specialist @ (September 2020 - April 2025)
- AVP | Private Client Banker @ (October 2017 - September 2020)
- Relationship Banker @ (May 2016 - October 2017)
- Insurance Sales Representative @ (October 2014 - May 2016)
- Financial Representative @ (July 2013 - September 2014)
- Concierge @ (February 2012 - June 2013)
Rafael Pena Education
- Binghamton University
Bachelor of Arts (Economics)
2008-2011 - Lehman College
Bachelor of Business Administration (B.B.A.) (Accounting)
2007-2008
Rafael Pena Skills
- Sourcing New Business
- Attention to Detail
- Teamwork
- Training
- Customer Satisfaction
- Communication
- Team Building
- Analytical Skills
- Customer Service
- Sales
- Private Banking
- Account Management
- Key Client Relationships
- Business Growth Strategies
- Team Leadership
- Financial Services
- Banking
- Mortgage Lending
- Investments
- Loans
- Wealth Management
- Financial Planning
- Credit
- Life Insurance
- Portfolio Management
- Economics
- Asset Management
- Asset Allocation
- Leadership
- Retirement Planning
- Business Relationship Management
Rafael Pena Summary
- Rafael Pena, based in New York, NY, US, is currently a VP | Senior Wealth Management Banking Specialist at Bank of America Merrill Lynch. Rafael Pena brings experience from previous roles at Merrill Lynch, JPMorgan Chase Bank, N.A. and State Farm ®. Rafael Pena holds a 2008 - 2011 Bachelor of Arts in Economics @ Binghamton University. With a robust skill set that includes Sourcing New Business, Attention to Detail, Teamwork, Training, Customer Satisfaction and more. Rafael Pena has 1 emails and 2 mobile phone numbers on RocketReach.
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