Frederique Battestini

Frederique Battestini is a seasoned professional with a strong background in Wealth Management Group, specializing in affluent client servicing and relationship management.

With extensive experience in the finance industry, Frederique excels in providing top-notch financial planning services, understanding clients' financial needs, managing portfolios with precision, and driving sales through effective lead and referral management.

Frederique Battestini has a solid educational foundation, having completed high school studies at JFKennedy High School, John Fitzgerald Kennedy High School, and earning a high school diploma from John Fitzgerald Memorial Kennedy High School.

Frederique's career history includes key roles at renowned financial institutions like Umpqua Bank, U.S. Bank, Bank of America, and ownership of Polly-Glot Tots. Noteworthy positions held include Senior Private Relationship Manager, Private Wealth Advisor Partner, Wealth Management Banker, Store Manager, Vice President, and Branch Manager III, showcasing a diverse skill set and leadership experience.

Throughout the various roles, Frederique Battestini has consistently delivered exceptional client experiences, demonstrating a comprehensive understanding of clients' financial objectives and implementing tailored strategies to help clients achieve their wealth management goals.

With a focus on affluent client segments, Frederique Battestini's expertise in relationship management, financial planning, sales management, and portfolio management makes them a valuable asset in the finance industry.