Michael Giunta Email & Phone Number

New York, New York, United States

New York, New York, United States

Burbank, California

Burbank

Los Angeles

Work as a member on the investment desk of the Private Bank’s Ultra High Net Worth Team, covering individuals, families, and foundations. Identify investment opportunities in all asset classes, including equity, fixed income, alternatives, hedge funds, and private equity. Navigate Alternative Investment subscription process from start to finish. Assist in account opening and all client service related functions such as wire transfers and account maintenance. Assist in the marketing, presentations, and into meetings for Private Bank prospects. Organize client events for new private investments and market updates. Client base includes the most successful people in Los Angeles.

Philadelphia, Pa

Develop and cultivate client base through targeted marketing campaigns. Conduct meetings with potential and current clients to determine financial needs and goals. Develop personalized financial plans complete with recommendations from an independent platform of services and strategies. Conduct market and product research to keep up with macro-economic trends. Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.

Gained experience on the finance side of health care working directly under the CFO. Conducted research in current and new telecommunications systems to make the hospital’s communication more cost effective and efficient. Compiled and presented reports from data using Microsoft Excel and Microsoft Access.

Bachelor Of Science (B.S.), Economics

B.S, Economics

Study Abroad - Institute at Palazzo Rucellai, Florence, Fall 2011 - Resource Economics Program