Triathlons, reflects an my discipline, commitment, and work ethic
David Pescatore
New York,NY
Summary
Private banking professional with many years of experience advising affluent and high-net-worth clients. Proven ability to build trust, understand complex financial needs, and partner with advisors and other team experts to deliver long-term wealth strategies. Successfully cultivated Spanish-speaking and international client relationships, including family offices, real estate developers, and entrepreneurs. Known for converting prospects into high-value advisory opportunities, identifying sources of wealth, and maintaining strong compliance standards.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
WELLS FARGO
01.2025 - Current
- Selected to help open and expand a new branch in Southampton, a high-affluence market.
- Built trusted relationships with HNW clients and developed tailored solutions for liquidity, lending, business banking and investments.
- Frequently consulted with the Spanish-speaking community, handling onboarding, advisory referrals, and complex discussions in Spanish.
- Generated a $6.2M in investment referrals within 6 months, significantly contributing to regional performance and allowing my advisor to have national top ranked recognition for the investments closed through my referrals.
- Partnered closely with financial advisors to address long-term goals, retirement needs, and wealth strategies.
- Worked directly with partnered experts in Business Banking, Home Lending, and largely with Financial Advisor.
- Played an active role in a zero-finding audit, demonstrating strong process oversight and compliance integrity.
- Helped clients create simple to complex accounts for Trust, Estates, POAs.
Private Client Banker / Relationship Banker
JPMORGAN CHASE
01.2021 - 01.2024
- Served as primary banking relationship for affluent and HNW clientele in the Hamptons.
- Frequently consulted in Spanish for clients with all kinds of simple or complex financial needs.
- Amongst others I built strong relationships with Saunders & Associates, a leading Hamptons real estate firm.
- Led the transition of Saunders business and personal accounts to JPMorgan Chase through trust-driven relationship building.
- New investment referrals from me to partnering JPMorgan Wealth Advisors led to 8M+ in new assets invested within a year.
- Advised entrepreneurs, real estate investors, and family offices, identifying sources of wealth and life-event timing.
- Collaborated across lending, wealth, and business teams to optimize client outcomes.
Relationship Banker
BANK OF AMERICA
01.2019 - 01.2021
- Provided comprehensive banking guidance to retail and emerging affluent customers.
- Conducted financial reviews, explained available products, and supported investment referral conversations.
- Consistently exceeded sales targets through proactive service and needs-based guidance.
- Built strong fundamentals in KYC, client due diligence, operational controls, and risk management.
Education
Bachelor of Science - Finance
Quinnipiac University
Hamden, CT05.2019
Skills
- UHNW/HNW Wealth Relationship Banking
- High-Value Client Acquisition & Portfolio Growth
- Cross-Border Spanish-Speaking Client Engagement
- Family Office & Entrepreneur Advisory Partnerships
- Real Estate Developer & Business Owner Segments
- Source-of-Wealth Analysis & Client Profiling
- AML, KYC, Due Diligence & Risk Controls
- Branch Market Development & Book Building
Interests
LANGUAGES
Spanish — Fluent (spoken & written)
Native or Bilingual
English — Native
Native or Bilingual
Certification
- Series 6 — Investment Company & Variable Contracts
- Series 63 — Uniform Securities Agent State Law
- SIE — Securities Industry Essentials
- NY Life Insurance Agent/Broker (Series 17-51)
Timeline
Senior Premier Banker
WELLS FARGO
01.2025 - Current
Private Client Banker / Relationship Banker
JPMORGAN CHASE
01.2021 - 01.2024
Relationship Banker
BANK OF AMERICA
01.2019 - 01.2021
Bachelor of Science - Finance
Quinnipiac University