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John Balevic
Senior Vice President, Director of Sales |
Mr. Balevic brings notable financial services experience to the Millennium Trust team. Prior to joining Millennium, Mr. Balevic led the expansion of Dreyfus Corporation’s offshore institutional cash-investment programs and helped Dreyfus and its parent company, Mellon Bank, develop and market numerous institutional offshore investments, achieving top-tier sales and marketing results in the U.S. and Europe.
As an international banker with Continental Illinois National Bank and Trust Company, now Bank of America, in Chicago, London, and Hong Kong, he provided a variety of investment and treasury services to Fortune 500 companies and their global operations. He went on to join the investment banking firm of John Nuveen & Co. Inc., where he worked with major banking, trust departments and brokerage companies to help develop the sales and marketing of various tax-exempt investments.
As an institutional Senior Vice President of Sales and Client Development at Chase Manhattan Private Bank’s Vista investment program, he worked closely with Chase’s national banking, brokerage and registered investment advisory clients to help them extend their own markets for high net worth investors. Mr. Balevic earned a bachelor's degree in Economics from Siena College in New York and an MBA in Finance from the Keller Graduate School.
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