Kevin M.
AVP - Sr. Associate Private Banker at Valley Bank
- Role
- Assistant Vice President - Sr Associate Private Banker at Valley Bank
- Location
- Bronx, NY, US
- LinkedIn followers
- 500 followers
Experience
Assistant Vice President - Sr Associate Private Banker
Jan 2022 — Present · New York, NY, US
Create, present, and execute complex option strategies to offshore clients to meet financial objectives.(Income generation, hedging, capital appreciation etc.)• Discuss market trends and actionable items with offshore clients regarding their portfolios• Implement strategies to streamline account opening operations and maximize efficiency through automation of certain account opening processes• Analyze and discuss revenue data patterns and trends with senior banking management to better understand and capture sales opportunities ultimately leading to a record 2021 quarter in trading revenue• Oversee and review option trading activity and account approval for FINRA licensed advisors in our New York office• Become point person for reviewing and correcting trade errors to minimize losses and ensure correct executions for clients• Develop and maintain rapport with HNW and UHNW clients to ensure retention of AUM and attract new capital for investment• Ensure proper disposition of offshore account assets with a deceased party when assuming the role of the bank’s deceased coordinator• Member of 2019 high potential class, which recognizes employees as future leaders
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
2011 — 2015
Fordham Preparatory School
High School/Secondary Diplomas and Certificates
2008 — 2011
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