Irina Falletta

Irina Falletta

[email protected]

Irina has worked in small business credit underwriting and lending for over 20 years with M&T and PNC, in New York, Maryland, Virginia and DC. She is a graduate of Canisius College with degrees in Finance, Economics, and an MBA.

Irina was first interested in consulting when she led the Gold Key meetings for international expansion for Snap On Tools. She prides herself on understanding her clients' priorities.

Irina enjoys running marathons and playing tennis and pickleball.

Jim Falletta

[email protected]

Jim has worked in financial services for over 25 years. He has management experience in retail banking, small business lending, and wealth advisory. He graduated from Canisius College, where he holds an MBA, and The Graduate School of Consumer Banking at Furman University, and holds certificates of advanced learning from the Harvard Business School.

Jim is passionate about personal finance, always learning and sharing ways to maximize income and mitigate risks.

Jim is very active in the Points & Miles community and leverages this hobby to take his family on exotic adventures.