Matthew Dalena
About Matthew Dalena
Matthew Dalena serves as a Trust Administrator at Peapack Private Wealth Management, where he has worked since 2019. He holds a Bachelor's degree in Accounting from the University of Maryland and previously worked briefly at Merrill Lynch as a Wealth Management Associate.
Work at Peapack-Gladstone Bank
Matthew Dalena has been employed at Peapack-Gladstone Bank since 2019, serving as a Trust Administrator within the Peapack Private Wealth Management division. His role involves managing trust accounts and providing financial guidance to clients. Peapack-Gladstone Bank has a long history in private banking, having been established in 1921. Dalena's position contributes to the bank's commitment to delivering personalized wealth management services.
Education and Expertise
Matthew Dalena earned a Bachelor's degree in Accounting from the University of Maryland, where he studied from 2010 to 2013. His educational background provides him with a solid foundation in financial principles and practices, which he applies in his current role as a Trust Administrator. This academic experience supports his expertise in managing trust accounts and advising clients on financial matters.
Background
Before joining Peapack-Gladstone Bank, Matthew Dalena briefly worked as a Wealth Management Associate at Merrill Lynch in 2013. His experience in this role, although short-lived, contributed to his understanding of wealth management and client relations. This background complements his current responsibilities in trust administration, enhancing his ability to serve clients effectively.
Professional Experience
Matthew Dalena has accumulated experience in the financial services sector, particularly in wealth management and trust administration. His tenure at Peapack-Gladstone Bank since 2019 marks a significant period in his career, where he has focused on providing tailored financial solutions to clients. His previous role at Merrill Lynch, although brief, added to his professional development in the industry.