Alexsandro Ingargiola, Mba Email & Phone Number

New York, NY, US

New York, United States

Private banking professional working one on one with private banking clients to understand their unique financial plan and provide personalized services to support their goals. Specializing in custom lending solutions and deposit management for U/HNW individuals and their businesses, I build a dedicated team of trust and wealth management experts to.

New York, United States

1230 Avenue Of The Americas, New York, NY 10020

• Manage a book of business totaling $3B in deposits, consisting of over 4700+ consumer and corporate clients.
• Grow deposit relationships and provide cash management solutions for consumer and corporate clientele specializing in Alternative Investment firms such as Hedge funds, PE/VC firms, and tech/startups.
• Deliver holistic financial solutions, comprehensive guidance, and a broad range of treasury management products and services tailored to the complex needs of clients with significant investible assets.
• Develop long-term, trust-based client connections by understanding their respective businesses, risk tolerance, and sources of wealth generation in the discussion of their financial goals.
• Partner with other internal lines of business such as personal and business lending specialists and Wealth Managers to develop and cross sell opportunities offered through First Republic Bank.
• Act as a trusted advisor to review documents and discuss personal/business financial needs.

1230 Avenue Of The Americas, New York, NY 10020

114 W 47th St, New York, NY 10036

• Manage and deepen high net worth client relationships by developing sales opportunities and handling client inquiries.
• Ensure client accounts are serviced at the highest level through high touch and extensive product knowledge.
• Team up with internal partners such as Wealth Strategists, Trust Officers, and Portfolio Managers to meet client needs.
• Execute client service activities such as initiating and monitoring account opening and asset transfers; and coordinating with specialists and service centers to deliver an integrated service to the client.
• Work with appropriate credit channels to set up credit facilities/mortgages/loans to effectively balance high net Worth clients’ corporate and personal obligations as seamless as possible.
• Effectively monitor and regulate workflow of assigned team’s Know Your Customer (KYC) project by mastering the KYC process and leveraging resources for client information.

Franklin Square, NY 11010

• NMLS# - 877026
• Provided banking services to investors of commercial and residential housing, multi-family, retail, and industrial properties.
• Analyzed client financial data consisting of credit reports, financial statements, asset statements, tax returns, balance sheets, and P&L statements.
• Developed custom financial solutions through the use of professional networks.
• Researched investors, correspondent outlets, industry rivals, markets, and products; in turn allowing us to outperform competitors.
• Spearheaded call center project, Ebridgebuilder LLC; prepared and analyzed financial data; engineered and implemented growth strategies; led a team of six agents to meet assigned goals.

Franklin Square, NY 11010

• Maintained company compliance with State Banking Departments, auditors, and third party agencies regarding licenses, corporate policies, certifications, and guidelines through NYS, NMLS and CoMergence.
• Met and complied NYS: Department of Finance audits/examinations.
• Developed relationships with correspondent and wholesale lending channels.
• Interpreted and prepared legal documents such as contracts, riders, addendums, leases, retainers, deeds, transfer documents, closing statements, formation documents, as well as operating agreements.
• Established rapport with clients, attorneys, banks, title companies, and real estate brokers.

3 World Financial Center, New York, NY 10281

• Performed client account analysis, computed and reconciled data obtained from interviews with portfolio managers, securities traders, and accountants.
• Conducted on-site compliance examinations of registered investment advisors and companies while serving as a member of the investment management examination program team.
• Initiated pre-examinations of candidates to ascertain registrant’s business and compliance risk profile (pre-exams entailed review of online public data sources and agency’s data systems for public and historic.

Master Of Business Administration (Mba), Finance

Attended Part-Time As Jd Candidate; Completed L1 Classes: Contract Law And Tort Law.

Bs, Legal Studies/Business Administration

Activities and Societies: Deans List 2006-2009 National Honor Society - 2008