AeroLeads people directory · profile
Michael Clemente Email & Phone Number
Registered Client Service Associate with The Jeffords Group of Truist Investment Services, Inc.
at
Truist Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Client Service Associate with The Jeffords Group of Truist Investment Services, Inc.
Location
Mount Pleasant, South Carolina, United States
Company size
Who is Michael Clemente? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Clemente is listed as Registered Client Service Associate with The Jeffords Group of Truist Investment Services, Inc. at Truist Wealth, a company with 1736 employees, based in Mount Pleasant, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Michael Clemente.
Michael Clemente previously worked as Registered Client Service Associate II at Truist Wealth and Law Firm Group Investment Associate, Vice President at Citi. Michael Clemente holds Bachelor'S Degree from Yale University.
Company email context
Email format at Truist Wealth
This section adds company-level context without repeating Michael Clemente's masked contact details.
Truist Wealth
Review company-level records connected to Michael Clemente before choosing the right outreach path.
Profile bio
About Michael Clemente
Mike is a Registered Client Service Associate II with The Jeffords Group of Truist Investment Services, Inc.For over four decades, The Jeffords Group of Truist Investment Services, Inc. has served private business owners, entrepreneurs, corporate executives, family offices, private foundations, retired clientele, companies and select government entities. We represent ultra-high net worth and high net worth clients, assisting with the preservation and growth of significant wealth. Our team of distinguished financial professionals specializes in and offers fully customized investment management. We place great emphasis on understanding our clients’ unique vision and expectations before customizing an investment strategy.
Current workplace
Michael Clemente's current company
Company context helps verify the profile and gives searchers a useful next step.
Truist Wealth
7 roles
Michael Clemente work experience
A career timeline built from the work history available for this profile.
Registered Client Service Associate Ii
Current
May 2024 - Present
Law Firm Group Investment Associate, Vice President
- FINRA Series 7, 31, 66 Licensed2022 Client Service Excellence Award Recipient
- Deliver comprehensive investment strategies and guidance to law firms and legal industry professionals, support a $1.1B client book that generates over $7MM of investments revenue per year
- Work directly with the Metro NY investments team lead creating investment proposals, portfolio analytics, and recommendations, resulting in $118MM of net new investment assets in 2023, including $43MM across two large.
- Assist clients in determining suitable asset allocation and implementation strategies across traditional investments, alternative investments, and capital market solutions
Nov 2021 - Aug 2024
Americas Investments Business Strategy & Planning, Vice President
- 2017 Client Service Excellence Award Recipient2019 Early Adopter & Innovator Award Recipient2020 Americas Capital Markets “Straw that Stirs the Drink” Award Recipient
- Worked directly with the North America and Latin America Investments heads and supported the 55% revenue growth of the Americas Investments business from 2016-2020
- Used data-driven analysis to create monthly business reviews and key strategy presentations, which were used by senior management to drive overall business strategy, new initiatives, and proper resource allocation to.
- Owned the goal setting and scorecard process to ensure that Americas Investments employees were properly recognized for their work, created the calibration template that was used globally as the basis for year-end.
Jul 2011 - Nov 2021
Noble Wealth Advisors
- Researched and created reports for clients on all holdings in the managed portfolio
- Created annual reviews for clients, including details on clients’ asset allocations
- Assisted with management and adjustment of fund holdings in client accounts
Jun 2010 - May 2011
Yale University President’S Public Service Fellow
Greater New Haven Community Loan Fund, Inc.
- Prepared the Loan Fund for their Community Development Financial Institution Assessment and Rating System certification by researching and analyzing information from the Loan Fund’s lending history, including.
- Collaborated with the members of the Real Options, Overcoming Foreclosure (ROOF) Project team in their neighborhood stabilization efforts by identifying and inspecting foreclosed properties for potential purchase.
Jun 2009 - Aug 2009
Instructional Solutions Group, The Yale Center For Media And Instructional Innovation
- Worked on the Yale Open Courses project, a website that provides free access to many Yale College courses
- Developed the website by coding HTML pages using Adobe Dreamweaver
Jun 2007 - May 2009
1 education record
Michael Clemente education
FAQ
Frequently asked questions about Michael Clemente
Quick answers generated from the profile data available on this page.
What company does Michael Clemente work for?
Michael Clemente works for Truist Wealth.
What is Michael Clemente's role at Truist Wealth?
Michael Clemente is listed as Registered Client Service Associate with The Jeffords Group of Truist Investment Services, Inc. at Truist Wealth.
Where is Michael Clemente based?
Michael Clemente is based in Mount Pleasant, South Carolina, United States while working with Truist Wealth.
What companies has Michael Clemente worked for?
Michael Clemente has worked for Truist Wealth, Citi, Janney Montgomery Scott Llc, Greater New Haven Community Loan Fund, Inc., and Yale University.
How can I contact Michael Clemente?
You can use AeroLeads to view verified contact signals for Michael Clemente at Truist Wealth, including work email, phone, and LinkedIn data when available.
What schools did Michael Clemente attend?
Michael Clemente holds Bachelor'S Degree from Yale University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Michael Clemente you were looking for.
View similar profiles
