AE

Antonio Esteves

Assistant Vice President ,bank Five; Investment Executive, Osaic Institutions at BankFive

Antonio Esteves has a diverse work experience spanning over 14 years. Antonio began their career as a Teller at Bank 5 in 2005, where they excelled in identifying clients' needs and maximizing sales opportunities.

In 2007, they transitioned to the role of ESL Teacher at Roger Williams University, where they successfully tutored and mentored students in computer usage, resulting in a high percentage of students advancing to General Education Development classes.

Antonio joined Banco Santander in 2010 as a Licensed Personal Banker, where they provided exceptional customer service, surpassed personal sales goals, and performed Branch Manager duties as needed.

In 2015, they moved to Citizens Bank as a Licensed Banker, further expanding their expertise in banking operations and customer service.

Currently, Antonio is an Assistant Vice President at BankFive and an Investment Executive at Infinex Investments, Inc. Antonio specializes in investment and insurance products, ensuring exceptional financial services to clients.

Throughout their career, Antonio has consistently displayed dedication, motivation, and the ability to exceed expectations.

Antonio Esteves earned a Master of Science (M.S.) degree in Biology & Geology from Universidade do Algarve, where they studied from 1998 to 2003. Prior to that, from 1990 to 1998, they obtained their High School Diploma from Colegio D Diogo De Sousa. In terms of additional certifications, Antonio has received the Series 7 certification in June 2019, the Series 65 certification in December 2017, the Series 6 certification in 2013, the Series 63 certification in 2013, the Producer Life Insurance certification for M.A. & R.I. states in 2012, and the CompTIA Network+ Certified certification from New Horizons Computer Learning Centers of Rhode Island in January 2010.

Links

Previous companies

Citizens Bank logo
Roger Williams University logo
Banco Santander logo

Timeline

  • Assistant Vice President ,bank Five; Investment Executive, Osaic Institutions

    January, 2019 - present