Outgoing. Informative. Happy.
Michelle Casaldi, Client Services, greets everyone with a smile. Her extensive client service in the financial industry is evident the minute you meet her.
Everyone is special.
Michelle assists clients with Family Office Services, money transfers and check requests, online account access and new account preparation, but she doesn’t just do her job, she goes above and beyond. That’s because she knows when clients have questions, they need answers quickly. To this end, Michelle makes sure every answer is provided with warmth and sincerity.
A wealth of experience.
Michelle shares more than 20 years of experience in the industry. She worked with BNY Mellon’s Wealth Management Division for 12 years, where she assisted in the administrative management of client portfolios, including working with portfolio managers to monitor clients’ investment and wealth management objectives, serving as a first point of client contact, handling retirement planning and execution, household finance and budgeting and trust administration.
Michelle received her General Banking Diploma in 1992 and attended the Pennsylvania Banking Association’s Central Atlantic School of Trust in 1998.
Wondering how she becomes even happier in her free time? Learn more.
Email Michelle Casaldi.