Dan Zaveckas Email & Phone Number
@dime.com
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Who is Dan Zaveckas? Overview
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Dan Zaveckas is listed as Wealth Manager - Bayside Tax & Wealth at Bayside Tax & Wealth, based in Port Washington, New York, United States. AeroLeads shows a work email signal at dime.com and a matched LinkedIn profile for Dan Zaveckas.
Dan Zaveckas previously worked as Wealth Manager at Bayside Tax & Wealth and Vice President - Branch Manager at Alma Bank. Dan Zaveckas holds Ba, Speech Communication from Suny Geneseo.
Email format at Bayside Tax & Wealth
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About Dan Zaveckas
A long history of helping families with their savings goals and maximizing returns on their bank-held assets. I utilize a hands-on approach to client relationships. Combining that with Bayside Tax & Wealth's extensive wealth management capabilities will provide my clients with even more resources to help them achieve their financial planning, income tax, and investment objectives.I work closely with a seasoned team in Port Washington, leveraging decades of investment and income tax experience to deliver personalized financial strategies for my clients.I will always strive to help families build and secure their financial futures.
Listed skills include Training, Leadership, Management, Financial Services, and 25 others.
Dan Zaveckas's current company
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Dan Zaveckas work experience
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Vice President - Branch Manager
Vice President - Branch Manager
Accountable for the branch operating in a productive, efficient, and profitable manner.Maintained a pro-active business development attitude with the goal of expanding relationships. On-boarded 86 new business relationships.Participated in community activities and service organizations. Board Member for the Port Washington Chamber of Commerce.Secured.
Vice President - Branch Manager
Achieved 171% of the branch's annual DDA sales goal and 328% of the branch's annual overall deposit goal.Responsible for business development, branch operations, and excellent customer service.
Vice President - Branch Manager
Executed on the Retail Banking Small Business Action Plan to deliver new business development, expand customer relationships, cross-sell and deliver needs based solutions.Organized and directed Branch Office sales and new business development programs focused on existing retail customers and external prospects in the marketplace.Deepened business.
Vice President - Branch Manager
Developed and executed integrated sales, relationship, and credit strategies that were aligned with the Area business plan to achieve desired revenue, expense and service goals.Set expectations for branch staff, fostering an environment in which team members worked together to achieve all business goals.Supported portfolio growth by identifying cross-sell.
Vice President - Professional Development
Partnered with TAI, Inc., to introduce a Values Based Leadership culture.Developed a Values Based Leadership deployment and long-term implementation strategy (Professional Development/ Communications/ Marketing) for leaders/managers/individual contributors. Coached various levels of leadership on ways to embed the concepts learned more firmly into the.
National Training Manager
Managed, developed and facilitated a new “Educational Series” learning initiative focusing on ways to better retain, expand and attract relationships at U.S. Trust. The program used a blended learning solution (Web-based training and Microsoft LiveMeeting workshops) that built on the core technical and conversational competence of our professionals in.
Dan Zaveckas education
Frequently asked questions about Dan Zaveckas
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What company does Dan Zaveckas work for?
Dan Zaveckas works for Bayside Tax & Wealth.
What is Dan Zaveckas's role at Bayside Tax & Wealth?
Dan Zaveckas is listed as Wealth Manager - Bayside Tax & Wealth at Bayside Tax & Wealth.
What is Dan Zaveckas's email address?
AeroLeads has found 1 work email signal at @dime.com for Dan Zaveckas at Bayside Tax & Wealth.
Where is Dan Zaveckas based?
Dan Zaveckas is based in Port Washington, New York, United States while working with Bayside Tax & Wealth.
What companies has Dan Zaveckas worked for?
Dan Zaveckas has worked for Bayside Tax & Wealth, Alma Bank, Dime Community Bank, The First National Bank Of Long Island, and Astoria Bank.
How can I contact Dan Zaveckas?
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What schools did Dan Zaveckas attend?
Dan Zaveckas holds Ba, Speech Communication from Suny Geneseo.
What skills is Dan Zaveckas known for?
Dan Zaveckas is listed with skills including Training, Leadership, Management, Financial Services, Coaching, Employee Engagement, Portfolio Management, and Strategy.
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