Amy Williams Email & Phone Number
Private Client Manager, Senior Vice President @ Bank of America Private Bank
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Amy Williams Location
- Pasadena, CA, US
Amy Williams Work
- 2007 -now Private Client Manager, Senior Vice President @
- 2017 -2019 Vice President, Sales Support Manager @
- 2007 -2017 Vice President, Client Relationship Manager @ Merrill Lynch
Amy Williams Education
-
Bachelor's Degree
- University of California, Riverside
Amy Williams Skills
- Client Relations
- HR Management
- Operations Management
- Thompson One
- Wealth Management Services
- Series 7
- Microsoft Excel
- PowerPoint
- Financial Goals
- Communication
- Trading
- Financial Markets
- Compliance Management
- Interviews
- Client Services
- Salesforce.com
- Business Strategy
- Financial Analysis
- Project Management
- Management
- Banking
- Financial Services
- Wealth Management
- Online Services
Amy Williams Summary
- Amy Williams, based in Pasadena, CA, US, is currently a Private Client Manager, Senior Vice President at Bank of America Private Bank. Amy Williams brings experience from previous roles at Bank of America Merrill Lynch and Merrill Lynch. Amy Williams holds a Bachelor's Degree. With a robust skill set that includes Client Relations, HR Management, Operations Management, Thompson One, Wealth Management Services and more. Amy Williams has 3 emails and 2 mobile phone numbers on RocketReach.
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