Resumes
Resumes
Financial Advisor
View pageLocation:
118 Threadleaf Ter, Burlington, NJ 08016
Industry:
Financial Services
Work:
Wells Fargo Advisors
Financial Advisor
Td Wealth Management May 2016 - Jan 2018
Senior Private Client Relationship Manager
Bank of America Merrill Lynch Jun 2009 - Apr 2016
Vice President and Senior Private Wealth Management
Bank of America Dec 2005 - Jun 2009
Vice President and Senior Premier Client Manager
Wells Fargo May 2003 - Dec 2005
Financial Specialist
Financial Advisor
Td Wealth Management May 2016 - Jan 2018
Senior Private Client Relationship Manager
Bank of America Merrill Lynch Jun 2009 - Apr 2016
Vice President and Senior Private Wealth Management
Bank of America Dec 2005 - Jun 2009
Vice President and Senior Premier Client Manager
Wells Fargo May 2003 - Dec 2005
Financial Specialist
Education:
Quinnipiac University - School of Business 1996 - 2001
Bachelors, Bachelor of Science Quinnipiac University 1994 - 1998
Bachelors, Bachelor of Science, Economics, Finance Quinnipiac University - School of Business 1994 - 1998
Bachelors, Bachelor of Science, Economics, Finance St. Joseph's High School
Bachelors, Bachelor of Science Quinnipiac University 1994 - 1998
Bachelors, Bachelor of Science, Economics, Finance Quinnipiac University - School of Business 1994 - 1998
Bachelors, Bachelor of Science, Economics, Finance St. Joseph's High School
Skills:
Banking
Cash Management
Mortgage Lending
Securities Lending
Liquidity Management
Structured Finance
Portfolio Management
Investments
Finance
Financial Services
Wealth Management
Financial Planning
Loans
Credit
Series 7
Securities
Management
Series 63
Strategy
Financial Analysis
Crm
New Business Development
Relationship Management
Series 66
Private Banking
Financial Advisory
High Net Worth Individuals
Cash Management
Mortgage Lending
Securities Lending
Liquidity Management
Structured Finance
Portfolio Management
Investments
Finance
Financial Services
Wealth Management
Financial Planning
Loans
Credit
Series 7
Securities
Management
Series 63
Strategy
Financial Analysis
Crm
New Business Development
Relationship Management
Series 66
Private Banking
Financial Advisory
High Net Worth Individuals
Interests:
Children
Languages:
English
Jason Mancivalano Westampton, NJ
View pageWork:
Bank of America / Merrill Lynch
Jun 2009 to Present
Vice President / Senior Private Wealth Management Banker
Bank of America
Princeton, NJ
Dec 2005 to Jun 2009
Vice President / Senior Premier Client Manager
Wchovia Bank N.A
East Windsor, NJ
Jun 2003 to Dec 2005
Financial Specialist
Precision Sports Entertainment
Madison, NJ
Sep 2002 to Jun 2003
Director of Sales
Tri-City ValleyCats
Troy, NY
Jun 1998 to Sep 2002
Director of Business Operations
Jun 2009 to Present
Vice President / Senior Private Wealth Management Banker
Bank of America
Princeton, NJ
Dec 2005 to Jun 2009
Vice President / Senior Premier Client Manager
Wchovia Bank N.A
East Windsor, NJ
Jun 2003 to Dec 2005
Financial Specialist
Precision Sports Entertainment
Madison, NJ
Sep 2002 to Jun 2003
Director of Sales
Tri-City ValleyCats
Troy, NY
Jun 1998 to Sep 2002
Director of Business Operations
Education:
Quinnipiac University
Hamden, CT
Sep 1994 to May 1998
Bachelor's in Economics
Hamden, CT
Sep 1994 to May 1998
Bachelor's in Economics