Sep 30, 2022
In today’s episode, I speak with John Ippolito who’s the regional president of BNY Mellon Wealth Management for the tri-state area and we get a chance to talk about how he’s growing the region, what the firm offers, the types of clients he works with and so much more. Great conversation, not only about wealth management but how senior advisors across any industry approach the business, their client interactions, and make deals happen. Refreshing perspectives!
You can reach John via email at john.ippolito@bnymellon.com
Or contact him at 1-212-922-4545
And if you have an interesting story that you’d like to tell on this podcast, why not drop me an email at gbcoyle@thecoylegroup.com or call me directly at 845-474-2924 and let’s chat.