Michael Costa
Vice President Popular Bank
- Role
- Sr Sales & Relationship Advisor(Florida Private Banking Team Leader) at Popular Bank
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Michael Costa
Experienced Senior Private Banker with a demonstrated history of working in the banking…
Experience
Sr Sales & Relationship Advisor(Florida Private Banking Team Leader)
Jul 2023 — Present · Miami, FL, US
Education
Miami Dade College
Associate of Arts - AA, Accounting
2005 — 2007
Skills
- Life
- Disability Insurance
- Variable Annuities
- Health Insurance
- Licensed Life
- Account Management
- Universal Life
- Life Insurance
- Finance
- Investment Strategies
- Employee Benefits
- Retirement
- Strategic Financial Planning
- Education Funding
- Financial Planning
- Whole Life
- Portfolio Management
- Licensed Life
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Roth Ira
- Iras
- Critical Illness
- Retirement Planning
- Wealth Management
- Wealth
- Asset Management
- Life
- Investment Advisory
- Long-Term Care
- Personal Financial Planning
- Succession Planning
- 401k Rollovers
- Insurance
- Term Life Insurance
- Leadership
- 401k
- Wealth Accumulation
- Estate Planning
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