David Casarella Email & Phone Number

West Hartford, Connecticut, United States

Identify and solicit clients using referrals, personal contacts, centers of influence and existing clients. Achieve growth targets for book of business across the deposits and wealth revenue. Act as single point of contact for a select group of affluent clients.Develop and maintain a Private Banking book of business through an extensive network of business.

Weehawken, New Jersey, United States

• Strategic East Coast Representative: Spearheaded engagement with field partners, including financial advisors and management, driving the deposit product team overseeing a substantial ~$170B portfolio.
• Mastery, Compliance, and Growth: Fueled understanding of products, operations, and FDIC intricacies. Ensured compliance while helping propel over $10B in deposits during my tenure.
• Cross-Functional Catalyst: Orchestrated collaborations spanning sales, marketing, and messaging, underpinning sales goals and nurturing productive relationships.
• Influential Advisor Liaison: Advised financial stakeholders, amplifying deposit engagement across instruments like CDs, savings, and sweeps.
• Holistic Product Management: Directed management reporting, analytics, disclosures, and project materials, ensuring effective execution.

Hartford, Connecticut Area

• Strategic Financial Relationship Builder: Forged connections with financial advisors, management, and field staff as a banking specialist across 10 offices in New England, assisting clients comprehensive planning.
• Diverse Product Sales Manager: Oversaw sales of multiple products, including deposits, securities-based lending, real estate lending, and card offerings.
• Educational Facilitator: Educated field partners on product details, operational procedures, and support techniques.
• Top Banking Partnership: Partnered with Ken Lesser to secure top positions nationally, showcasing unmatched sales achievement and goal attainment.
• Pioneered Sales Strategy: Devised a practice review template for financial advisors and management, later adopted nationwide as a strategic sales approach.
• Exceeded Sales Goals and Reviews: Consistently outperformed sales objectives and garnered exceptional personal reviews in comparison to peers.

West Hartford, Connecticut, United States

• Strategic Client Advisor: Collaborated with established bank clients to provide tailored financial advisory solutions, streamlining external assets from other firms to Bank of America.
• Wealth Partnerships Architect: Partnered seamlessly with Wealth Management counterparts to identify and refer key opportunities, enhancing value for clients.
• Rapid Goal Surpasser: Outshined expectations by a remarkable 282% in production goals within the initial 6 months of assuming the role.
• Brokerage Relationship Facilitator: Assisted clients in initiating brokerage relationships, delivering a range of offerings, including Self-Directed, Investment Advice, and Fully Managed platforms.
• Champion of Integrated Services: Introduced new and existing clientele to US Trust, Merrill Lynch Wealth Management, and the commercial bank. Leveraged extensive internal partnerships and specialist collaborations.
• Exemplary Early Performance: Achieved an extraordinary 282% overproduction goals in the first 6 months of tenure, demonstrating exceptional acumen and impact.

Hartford, Connecticut Area

• Relationship Builder and Product Manager: Cultivated relationships with financial advisors, management, and field staff, managing diverse product sales across 10 New England offices. Proficient in deposits.
• Strategic Advisory Liaison: Collaborated with multiple business channels to refer client needs beyond GWIM offerings. Recognized as a top connector, contributing significantly to the commercial banker pilot program.
• Versatile Achiever: Excelled in various roles, including being designated as Complex Mortgage Champion, Diversity & Inclusion Leader, and New England Market Technology Champion for the firm. Consistently performed as a.
• Elite National Recognition: Attended the 2014 National Top Producer Conference, ranking in the top 2% of bankers nationwide.
• Community Involvement: Carried the Special Olympics torch through Hartford, CT on behalf of the company in 2015.
• Strategic Collaboration: Engaged in structured collaboration with advisory teams, consistently unearthing client needs through research, trend analysis, and leveraging the firm's technology platform.

Essex, CT

Obtained series 7 & 66 licenses before being recruited into wealth management banking position at Bank of America