BankFive, a mutual bank with 17 locations in Massachusetts and Rhode Island, today announced the promotion of Jake Generazzo to Investment Advisor. Starting as a part-time Investment Assistant in 2024, Generazzo has demonstrated early career growth and success.
Over the past two years, Generazzo built experience in financial services and client support. He has shown commitment to providing a positive client experience and helping individuals and families achieve their financial goals.
“Congratulations to Jake on this well-deserved promotion,” said Jimmy Costa, Senior Vice President and Chief Banking Officer at BankFive. “Jake represents the talent we look for in early career employees — steadfast dedication to serving customers and an enthusiastic commitment to the bank’s mission of bringing fair, equitable savings and financial solutions to the community. I look forward to seeing Jake continue to grow his career at BankFive.”
Generazzo earned a Bachelor of Science in Finance and a Master of Business Administration from the University of Massachusetts Dartmouth.
“I am pleased to receive this promotion and continue serving BankFive’s valued customers,” said Generazzo. “Over my two years here, I have made lasting connections with colleagues and mentors, who have taught me invaluable skills about building client relationships and financial planning expertise. Working alongside BankFive’s talented team, while helping clients achieve their financial goals, is what makes working here so rewarding.”
Generazzo works out of the bank’s Somerset, Swansea, and Fall River offices. He holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses, as well as a Life and Health Insurance License.