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Brett Malamet
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Brett Malamet

First Vice President, Wealth
Management Advisor, The Malamet Group 
Merrill Lynch Wealth Management

United States

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About Brett Malamet

 

Brett Malamet - Professional Summary:   

A graduate of the University of Nevada, Reno, Brett Malamet began his career as a Financial Advisor Trainee with Morgan Stanley in 2003. Subsequently, he accepted a position with Wells Fargo Bank in Reno, working as a Private Banker to manage relationships and banking operations for several high-net-worth clients. During his tenure with Wells Fargo, Brett Malamet garnered extensive experience in financial analysis, portfolio structuring, and product recommendations. Nominated as top regional Private Banker in deposit and investment organic growth in 2004-2005, Brett Malamet was regarded as a role model and mentor for aspiring Private Bankers. Upon leaving Wells Fargo in 2005, Brett Malamet served with Bank of America’s Global Wealth and Investment Management Department in Incline Village, Nevada. Acting as Senior Client Manager for the institution, he fostered integral client and company relationships with premier banking clients, certified public accountants, estate planners, and attorneys, among others. By cultivating a range of investment strategies, trust services, specialized asset management, and credit structure services, Brett Malamet has consistently facilitated an annual portfolio growth exceeding 20 percent. For his achievements at Bank of America, he was distinguished as top regional credit producer from 2006 to 2011, and earned a promotion to Vice President of Private Banking & Investments. Since 2009, he has managed The Malamet Group, a four-person Merrill Lynch Financial Advisory Team, under the Merrill Lynch Wealth Management division. By implementing an integrated banking, investment, and credit recommendation group, he has created an effective model for tailoring client portfolios with regard to risk assessment and policy compliance.

 

 

Brett Malamet - Professional Experience:   

Merrill Lynch

Mar 1, 2009 - present

First Vice President, Wealth Management Advisor, The Malamet Group

 

  • Manage a team of 4 advisors with responsibilities that include new client acquisitions, deepening of client relationships and building an internal and external network to achieve business development goals
  • Act as trusted financial advisor to high net worth and ultra high net worth clients, and advocate for, clients and prospects; provide integrated investment, banking , and credit recommendations that encompass multiple products and services as needed
  • Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs
  • Lead client team members and partners with other internal specialists to provide clients access to the full array of Bank of America Merrill Lynch capabilities and services, as required to meet their specific needs.
  • Meet Risk & Compliance requirements and policies

 

 

Brett Malamet - Education:    

Kaplan University
Certified Financial Planner
February 2012

 

 

Brett Malamet - Interests:    

Skiing, Golfing, Wakeboarding, Boating

Brett Malamet Links

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Brett Malamet at LinkedIn
Brett Malamet's Resume
Brett Malamet's Resume
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Brett Malamet : VisualCV
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