John Pontillo

Background

About John Pontillo

Relationship Banker- Bank of America Educating clients about the bank’s digital tools, ensuring they are comfortable using online platforms for tasks like checking balances, making payments, or transferring money. Empowering clients to take control of their finances. Offer tailored baking products like checking/savings accounts, credit cards, loans (personal, auto, mortgage), investment vehicles (IRAs, mutual funds), and more. Ensuring the products are in line with the client’s goals. Building a long-term relationship by checking in periodically to identify any new goals or financial challenges that may arise. This proactive approach demonstrates genuine care for the client’s financial future. My coursework at Le Moyne college was broadly focused on Finance. I excelled at Investments and gained valuable skills in market and equity analysis and forecasting. In my final year at Le Moyne, I completed an internship with the Dolphin Green & Gold Fund. While with the fund, I was involved in choosing stocks, conducting in-depth research on potential investments, and then pitching them to the board. The board then used our presentation and financial modeling to inform their investment strategies. Through this experience I gained essential analytical skills and sharpened my presentation and communication skills. During my internship at Equitable Advisors, I learned how to create portfolios using Morningstar and to develop diversification strategies for stocks, bonds, and real estate. I created a variety of portfolios that ranged from conservative to aggressive. I also learned how to prospect for clients and participate in discovery meetings to gather appropriate information. I was also able to attend a client review meeting, through which I learned valuable meeting preparation skills, how to ask strategic questions and what an advisor-client relationship looks like in practice.(315) 956-3745 jpontillo8@gmail.com