Michael DeMita
Relationship Manager at BenSource Employee Benefits- Claim this Profile
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Bio
Credentials
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NMLS
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Notary Public
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Experience
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BenSource Employee Benefits
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United States
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Financial Services
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1 - 100 Employee
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Relationship Manager
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Mar 2023 - Present
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Guideline
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United States
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Financial Services
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200 - 300 Employee
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Relationship Manager
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Aug 2021 - Aug 2022
401(K) sales and retirement planning Managed a book of business of over 500 financial advisor and investment firms Regulation and compliance 401(K) sales and retirement planning Managed a book of business of over 500 financial advisor and investment firms Regulation and compliance
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Truist
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United States
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Financial Services
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700 & Above Employee
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Market Leader / AVP / Branch Manager
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Jul 2015 - May 2021
Managed and coached a staff of 4 bankers Business and consumer lending Community networking COI relationship building Supported end-to-end credit management Managed and coached a staff of 4 bankers Business and consumer lending Community networking COI relationship building Supported end-to-end credit management
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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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Store Manager / Business Specialist
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Jan 2012 - Jul 2015
Managed a team of 8 bankers and tellers Small business and consumer sales Client service Operations Managed a team of 8 bankers and tellers Small business and consumer sales Client service Operations
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Education
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Kennesaw State University
Finance, General