Michael Pujia
Vice President, Private Bank Relationship Manager
- Role
- VP Private Bank Relationship Manager at NBT Bank
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
Experience
VP Private Bank Relationship Manager
Apr 2025 — Present · Syracuse, NY, US
Serve as the primary advisor and relationship manager for high-net-worth private banking clients, delivering comprehensive wealth management solutions. Oversee investment strategy, financial planning, tax optimization, and trust and estate planning. Leverage Series 7 and 66 licenses to provide informed guidance and tailored strategies that align with each client’s long-term financial goals.
Skills
- Credit Analysis
- Life Insurance
- Annuity Sales
- Leadership
- Banking
- Management
- Employee Engagement
- Microsoft Excel
- Crm
- Consumer Lending
- Small Business Lending
- Sales
- Customer Service
- Loans
- Retail Banking
- Credit
- Commercial Lending
- Commercial Banking
- Coaching
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.