VALENTE v. PNC BANK

CourtDistrict Court, D. New Jersey
DecidedAugust 30, 2023
Docket3:20-cv-01710
StatusUnknown

This text of VALENTE v. PNC BANK (VALENTE v. PNC BANK) is published on Counsel Stack Legal Research, covering District Court, D. New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
VALENTE v. PNC BANK, (D.N.J. 2023).

Opinion

NOT FOR PUBLICATION UNITED STATES DISTRICT COURT DISTRICT OF NEW JERSEY ARTHUR VALENTE, Plaintiff,

v. PNC BANK, JOHN AND JANE DOES 1-10 Civil Action No. 20-01710 (GC) (DEA) (NAMES BEING FICTITIOUS/UNKNOWN MEMORANDUM OPINION AT THIS TIME), ABC INCS. 1-10 (NAMES BEING FICTITIOUS/UNKNOWN AT THIS TIME) AND XYZ CORPS. 1-10 (NAMES BEING FICTITIOUS/UNKNOWN AT THIS TIME), Defendants. CASTNER, District Judge THIS MATTER comes before the Court upon Defendant PNC Bank, N.A.’s Motion for Summary Judgment, pursuant to Federal Rule of Civil Procedure (“Rule”) 56. (ECF No. 28.) Plaintiff the Estate of Arthur Valente! (“Plaintiff or the “Estate”) opposed (ECF No. 34) and Defendant replied (ECF No, 36). The Court has carefully considered the parties’ submissions and decides the motion without oral argument pursuant to Rule 78(b) and Local Civil Rule 78.1(b). For the reasons set forth below, and other good cause shown, Defendant’s Motion is GRANTED.

Arthur Valente, the original plaintiff in this case, passed away on October 5, 2021. (ECF No. 40.) On October 22, 2022, the Court permitted Mr. Valente’s Estate to be substituted for Mr. Valente, (ECF No, 46.) While Mr. Valente’s name remains in the case caption, for purposes of this Motion, the Court refers to Mr. Valente’s Estate as Plaintiff.

I. BACKGROUND? A. Procedural History On or about January 9, 2020, Mr. Valente filed this lawsuit in the Superior Court of New Jersey, Monmouth County. (ECF No. 1) Mr. Valente asserted four causes of action: (1) age discrimination in violation of the New Jersey Law Against Discrimination (““NJLAD”), N.J. Stat. Ann, § 10:5-1 ef seg.; (2) disability discrimination in violation of NJLAD; (3) intentional infliction of emotional distress (“ITED”); and (4) negligence. On February 18, 2020, Defendant removed this case to this Court? (ECF No. 1.) On June 15, 2020, the Court dismissed Count Four (negligence) of Mr. Valente’s Complaint. (ECF No. 14.) Defendant now moves for summary judgment on Counts One through Three. B. Facts Undisputed, or Substantiated by Record Evidence The facts surrounding this case are largely undisputed. The undisputed factual circumstances surrounding this action, as revealed through discovery, are set forth in submissions of the parties in accordance with Local Civil Rule 56.1. ee ECF No, 28-9, Defendant’s Statement of Material Facts (“DSOME”), ECF No. 34-3, Plaintiffs Statement of Material Facts “PSOMF”), ECF No, 34-4, Plaintiff's Supplemental Statement of Material Facts (“‘PSSOMF”); ECF No. 36- 2, Defendant’s Supplemental Statement of Material Facts (‘DSSOMF”)‘ Any disagreements

2 On a motion for summary judgment, the Court “draw[s] all reasonable inferences from the underlying facts in the light most favorable to the nonmoving party.” Jaffal v. Dir. Newark New Jersey Field Off Immigr. & Customs Enf’t, 23 ¥.4th 275, 281 Gd Cir. 2022) (quoting Bryan □□□ United States, 913 F.3d 356, 361 n.10 (3d Cir, 20199), 3 This Court has jurisdiction pursuant to 28 U.S.C. § 1332(a). 4 Hereinafter, when citing to both ECF No. 28-9 and ECF No. 34-3, the parties’ statements of material facts, the Court will cite to “SOMF.” The Court’s citation to SOMF indicates that a fact is not in dispute.

among the parties as to a fact or characterization are noted for clarity where necessary and appropriate, Mr. Valente was born on June 28, 1947. (DSSOME 4 1.) Mr. Valente began working for Defendant in January 2002, at the age of 54. Ud. 92.) From January 2002 until Mr. Valente’s discharge in July 2018, Mr. Valente served as a Business Advisor IV or Relationship Manager (“RM”) II. Ud. 93.) From 2013 until Mr. Valente’s termination, he reported to Group Manager, William MacDonald (“MacDonald”). Ud. 4.) At the time Mr. Valente was terminated he was 71 years of age. (See ECF No. 28-2 at 3:5-6°.) The record contains Mr, Valente’s performance results tracing back to 2012, In 2012, 2014, and 2016, at the ages of 65, 67, and 69 respectively, Mr. Valente received an overall evaluation of “Meets Some Expectations.” ® (SOMF 4 36, 37, 43, 45, 61, 62.) Mr. Valente in 2013 and 2015, however, received “Meets all Expectations” evaluations. Ud. J] 39, 40, 49 54.) During Mr. Valente’s 2015 review, MacDonald noted that his revenue was over his goal, but was concerned that 85 percent of Mr. Valente’s revenue was from a single client. (dd § 50.) MacDonald also noted the importance of documenting sales calls and activities in Defendant’s online system, which Mr. Valente admits to being aware of. (/d. 52.) Again in 2016, MacDonald voiced his concern with Mr. Valente that the majority of his revenue originated from three clients, and that Mr. Valente failed to bring in a new client, which was similar to Mr. Valente’s results in the prior two out of three years, (/d, 63.) Plaintiff admits that MacDonald previously discussed

5 Page numbers for record cites (i.e., “ECF Nos.”) refer to the page numbers stamped by the Court’s e-filing system and not the internal pagination of the parties. 6 Defendant used the following performance rating scale: “1-Does Not Meet Expectations; 2-Mects Some Expectations; 3-Meets All Expectations; 4-Exceeds Expectations; and 5- Significantly Exceeds Expectations.” (SOMF ff 16-17.)

these performance shortcomings with Mr. Valente in the past but disagrees that it was problematic for Mr. Valente to rely on a few large accounts as the key source of his revenue generation. (Ud. {| 69; PSOMEF ff 71-72.) In 2017, prior to Mr. Valente’s termination, Mr, Valente underwent two spinal surgeries for an orthopedic condition. (DSSOMF¥ 9.) Before his surgery, Defendant approved a medical leave of absence for Mr. Valente. Ud. $10.) Mr. Valente was on disability leave for four months from May 2017 to September 2017. Gd. $11.) Upon returning to work, Plaintiff admits that he did not have a medical need for an accommodation, nor did he request an accommodation. (ECF No. 28-9 151; ECF No 34-3 9 151.) Mr. Valente also admitted that he had no restrictions and no ongoing need for any type of medical leave. (SOMF {| 80.) Prior to Mr. Valente’s medical leave, Mr. Valente admitted that MacDonald remained concerned that his production numbers were low, and that his call and activity tracking was not up to company standards. (éd. 4 83.) In January 2018, Mr. Valente attended his 2017 year-end performance review with MacDonald where MacDonald placed him on a performance-based disciplinary plan with a 90-day verbal warning, which then turned into a written warning on April 9, 2018. Ud Ff i5, 16.) Mr. Valente was given an overall evaluation of “Meets Some Expectations” for the fourth time in six years as his call numbers, client interaction, and revenue were not satisfactory.” (id. J] 86, 88, 89.) As part of Mr. Valente’s year-end review, Defendant only considered Mr, Valente’s performance from the first five months of 2017, and the months during and after Mr. Valente’s medical leave of absence in 2017 were not considered. Ud. { 86.)

At his deposition, MacDonald emphasized that his concern about Mr. Valente’s performance had fittle to do with Mr. Valente’s revenue; it was behavioral in the sense that Mr. Valente just returned from leave and should be out talking to his clients regularly, but MacDonald stated, “there was no evidence of that.” (GSOMF 89.)

Moreover, Mr. Valente received credit for the revenue he generated from his accounts during his medical leave of absence. (/d.) Mr. Valente was warned that he must improve his performance, or risk further action. Ud. 491.) At the end of his 2017 written evaluation, Mr.

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VALENTE v. PNC BANK, Counsel Stack Legal Research, https://law.counselstack.com/opinion/valente-v-pnc-bank-njd-2023.