John Gianni

Experience

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  Citi Group

  Jan 1996 - Jan 2001

  Sr Custody Officer
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  US Trust

  Aug 2001 - Sept 2004

  Assistant Vice President
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  JP Morgan

  Feb 2005 - Nov 2008

  Vice President - Fiduciary Officer
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  Wells Fargo Private Bank

  Nov 2008 - Jul 2012

  Vice President - Senior Trust and Fiduciary Specialist
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  Capital One

  Jul 2012 - Oct 2014

  Wealth and Investment Advisor

  Act as the lead Wealth and Investment Advisor for Capital One Asset and Wealth Management. Responsible for New York, New Jersey and Connecticut.

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  Key Private Bank

  Oct 2014 - May 2016

  Wealth Advisor, Senior Vice President

  As a Wealth Advisor with Key Private Bank, John is responsible for building investment management,trust and private banking relationships in the New York region. John works with clients to create a comprehensive wealth management strategy to address their financial and estate objectives. Utilizing a defined and disciplined process, he is part of a team which addresses all of the complex issues which impact our clients and their families.Key Private Bank has been advising generations of families for over 150 years. John works as part of a local team of specialists dedicated to providing investment management, trust, financial planning and banking solutions, leveraging KeyBank's deep and vast national resources. Show less

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  Valley National Bank

  Aug 2016 - now

  First Vice President, Private Banker