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Thomas Puleo

Thomas Puleo

Operations Manager

Followers of Thomas Puleo798 followers
location of Thomas PuleoNew York City Metropolitan Area

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  • Timeline

  • About me

    Vice President, Private Client Manager at Bank of America Private Bank

  • Education

    • Hunter College

      2002 - 2004
      Economics

    • NYU School of Professional Studies

      2020 - 2021
      Financial Planning

    • Brooklyn College

      2004 - 2006
      Bachelor of Science (B.S.) Business Management / Finance

  • Experience

    • Enterprise Holdings

      Oct 2006 - Nov 2012
      Operations Manager

    • Bank of America

      Nov 2012 - Mar 2019

      • VP, Financial Center Manager III

        Oct 2016 - Mar 2019

      • VP, Financial Center Manager II

        Mar 2015 - Oct 2016

      • AVP, Operations Manager

        Aug 2014 - Mar 2015

      • Financial Consultant

        Nov 2012 - Aug 2014

    • Bank of America Private Bank

      Mar 2019 - now

      • Vice President, Private Client Manager

        May 2023 - now

      • Vice President, Private Bank Senior Associate

        Mar 2019 - May 2023

  • Licenses & Certifications

    • Series 7

      FINRA

    • Series 66

      NASAA