Bryan Valentini, CFP®, ChFC®, CWS®
Vice President | Sr. Client Experience Manager at Key Private Bank- Claim this Profile
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Bio
Alan P. Jesiel, CFP®, CIMA®
It's rare that you come across standout talent like Bryan. I had the pleasure of working with him at PNC Wealth Management for 3 years collaborating and working with several HNW client family financial relationships. Bryan's ability to juggle multiple territories and internal advisors made a dramatic difference in always providing the right advice for the client. Bryan earns my highest recommendation.
Joe Lucas, CFP®
Bryan and I worked on a Wealth Management team together for several years. We have also collaborated and networked with each other after our time on the same team commenced. I find Bryan to be an extremely knowledgeable advisor. He is a valued resource in my circle of peers. Bryan has a passion for client service and believes strongly in the value that Wealth Management solutions bring to High Net-Worth families. Bryan’s conducts himself in a professional manner and communicates in a conversational tone – traits appreciated by clients and colleagues alike. I highly recommend Bryan for any endeavor in our industry he chooses to pursue and I hope to work together with him again down the road.
Alan P. Jesiel, CFP®, CIMA®
It's rare that you come across standout talent like Bryan. I had the pleasure of working with him at PNC Wealth Management for 3 years collaborating and working with several HNW client family financial relationships. Bryan's ability to juggle multiple territories and internal advisors made a dramatic difference in always providing the right advice for the client. Bryan earns my highest recommendation.
Joe Lucas, CFP®
Bryan and I worked on a Wealth Management team together for several years. We have also collaborated and networked with each other after our time on the same team commenced. I find Bryan to be an extremely knowledgeable advisor. He is a valued resource in my circle of peers. Bryan has a passion for client service and believes strongly in the value that Wealth Management solutions bring to High Net-Worth families. Bryan’s conducts himself in a professional manner and communicates in a conversational tone – traits appreciated by clients and colleagues alike. I highly recommend Bryan for any endeavor in our industry he chooses to pursue and I hope to work together with him again down the road.
Alan P. Jesiel, CFP®, CIMA®
It's rare that you come across standout talent like Bryan. I had the pleasure of working with him at PNC Wealth Management for 3 years collaborating and working with several HNW client family financial relationships. Bryan's ability to juggle multiple territories and internal advisors made a dramatic difference in always providing the right advice for the client. Bryan earns my highest recommendation.
Joe Lucas, CFP®
Bryan and I worked on a Wealth Management team together for several years. We have also collaborated and networked with each other after our time on the same team commenced. I find Bryan to be an extremely knowledgeable advisor. He is a valued resource in my circle of peers. Bryan has a passion for client service and believes strongly in the value that Wealth Management solutions bring to High Net-Worth families. Bryan’s conducts himself in a professional manner and communicates in a conversational tone – traits appreciated by clients and colleagues alike. I highly recommend Bryan for any endeavor in our industry he chooses to pursue and I hope to work together with him again down the road.
Alan P. Jesiel, CFP®, CIMA®
It's rare that you come across standout talent like Bryan. I had the pleasure of working with him at PNC Wealth Management for 3 years collaborating and working with several HNW client family financial relationships. Bryan's ability to juggle multiple territories and internal advisors made a dramatic difference in always providing the right advice for the client. Bryan earns my highest recommendation.
Joe Lucas, CFP®
Bryan and I worked on a Wealth Management team together for several years. We have also collaborated and networked with each other after our time on the same team commenced. I find Bryan to be an extremely knowledgeable advisor. He is a valued resource in my circle of peers. Bryan has a passion for client service and believes strongly in the value that Wealth Management solutions bring to High Net-Worth families. Bryan’s conducts himself in a professional manner and communicates in a conversational tone – traits appreciated by clients and colleagues alike. I highly recommend Bryan for any endeavor in our industry he chooses to pursue and I hope to work together with him again down the road.
Credentials
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Certified Wealth Stratigiest
Cannon Financial InstituteDec, 2021- Oct, 2024 -
Certified Financial Planner (CFP)
CFP BoardApr, 2019- Oct, 2024 -
Chartered Financial Consultant®
The American College of Financial ServicesJun, 2022- Oct, 2024
Experience
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Key Private Bank
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United States
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Banking
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200 - 300 Employee
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Vice President | Sr. Client Experience Manager
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Nov 2020 - Present
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Client Advisor
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Nov 2015 - Nov 2020
Identified prospective asset management group (AMG) clients by raising awareness of AMG capabilities and value with internal and external partners.
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Banking Advisor
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Nov 2013 - Nov 2015
Identified client needs and created customized solutions for high-net-worth clients while ensuring compliance with current banking policies and regulations.
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PNC
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United States
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Financial Services
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700 & Above Employee
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Private Client Group Relationship Manager
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Nov 2010 - Nov 2013
Grew the banking and investment relationships for a targeted group of sophisticated customers through in-depth profiling, consultative selling and exceptional customer care.
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Licensed Financial Sales Consultant
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Nov 2007 - Nov 2010
Advised clients on wealth-building efforts including retirement and post-retirement planning; problem solved client issues; trained other investment personnel; and assisted in everyday banking needs
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Wachovia Dealer Services
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Financial Services
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100 - 200 Employee
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Senior Credit Analyst
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2005 - 2007
Trained junior employees on decision making and rapport building, partnered with business development representative to manage dealer relationships, analyzed information from various sources and made prudent financial decisions Trained junior employees on decision making and rapport building, partnered with business development representative to manage dealer relationships, analyzed information from various sources and made prudent financial decisions
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Senior Credit Analyst
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Nov 2001 - Mar 2005
Responsible for quickly and efficiently analyzing credit and assessing risk as well as building and maintaining relationships with clients. Act as an advisory member of the team including training new analysts and compiling reports Responsible for quickly and efficiently analyzing credit and assessing risk as well as building and maintaining relationships with clients. Act as an advisory member of the team including training new analysts and compiling reports
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John Hancock
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United States
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Financial Services
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700 & Above Employee
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Registered Representative
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Jun 1999 - Nov 2000
Responsible for establishing client base through direct and referral outreach. Planned for clients’ future insurance and financial needs, and assisted them in constructing proper estate plans. Informed clients of pertinent tax and government regulations. Responsible for establishing client base through direct and referral outreach. Planned for clients’ future insurance and financial needs, and assisted them in constructing proper estate plans. Informed clients of pertinent tax and government regulations.
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Education
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Concordia University Irvine
Bachelor of Arts (B.A.), Business Administration and Management, General
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