Mike Agricola
Mason
Summary
Strategic Private Bank Relationship Manager with over 30 years of diversified experience working with high net worth families in Greater Cincinnati.
Overview
20
20
years of professional experience
Work History
Executive Director, Banker
JP Morgan Private Bank
Cincinnati, OH
05.2023 - Current
Build a comprehensive investment and banking relationship with some of the highest net worth families in Greater Cincinnati. Focus on business owners and commercial real estate developers.
Deepen opportunities with influential attorneys, accountants, and investment bankers through the Association of Corporate Growth.
Senior Private Banker
Fifth Third Bank
Cincinnati, OH
07.2013 - 04.2023
Enhance, strengthen, and grow a $5 million book of business with over $2 billion in assets.
Develop strong internal partnerships with Commercial Banking and Real Estate lines of business.
Structure complex, customized commercial credit solutions with a focus on privately held business owners, commercial real estate developers, and automobile dealers.
Senior Relationship Manager
Key Bank
Cincinnati, OH
05.2012 - 06.2013
Grow a high net worth book of business with a dual focus on wealth management and banking.
Wealth Management Advisor & Senior Private Banker
Fifth Third Bank
Cincinnati
05.2005 - 05.2012
Led high net worth focused teams of specialists to build and grow fee based investment relationships.
Handled the relationship management and sales process for the lending and deposit needs of Private Bank clients.
Education
Bachelor of Arts - Finance
Miami University
Oxford, OHSkills
- Understanding the subtle, but complex needs of high net worth relationships
- Building long term mutually beneficial partnerships with attorneys and accountants
- Successfully partnering with other lines of business to drive revenue growth and new opportunities
- Actively giving back to the community through the Salvation Army and Talbert House Foundation
Timeline
Executive Director, Banker
JP Morgan Private Bank
05.2023 - Current
Senior Private Banker
Fifth Third Bank
07.2013 - 04.2023
Senior Relationship Manager
Key Bank
05.2012 - 06.2013
Wealth Management Advisor & Senior Private Banker
Fifth Third Bank
05.2005 - 05.2012
Bachelor of Arts - Finance
Miami University
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