Michael Malatesta
licensed private client banker at Keybank
- Role
- Licensed Private Client Banker at KeyBank
- Location
- Guilford, CT, US
- LinkedIn followers
- 500 followers
About Michael Malatesta
As a Financial Planner, Michael services the financial needs of individuals and…
Experience
Licensed Private Client Banker
Sep 2025 — Present · Madison, CT, US
Build and strengthen relationships with affluent clients by understanding their goals.• Provide customized banking, lending, investment, and insurance solutions.• Conduct financial wellness reviews to identify growth and protection opportunities.• Partner with advisors and specialists to deliver comprehensive client service.• Maintain FINRA and insurance licenses to offer investment and protection products.• Drive growth by acquiring new clients and deepening existing relationships.
Education
Plymouth State University
Finance
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