Cameron Roman Email & Phone Number
Senior Vice President - Private Client Manager @ Bank of America Private Bank
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Cameron Roman Location
- New York, NY, US
Cameron Roman Work
- 2022 -now Senior Vice President - Private Client Manager @
- 2015 -2022 Vice President - Private Banking Senior Associate Lead @
- 2014 -2015 Private Banker @
- 2011 -2014 Independent Retirement Consultant @
- 2007 -2011 Private Bank - Client Management Associate @
- 2005 -2007 Assistant Financial Center Manager @
- 2004 -2005 Teller Manager @
- 2002 -2004 Bank Teller @
Cameron Roman Skills
- Banking
- Finance
- Retirement Planning
- Loans
- Fixed Annuities
- Sales
- Retirement
- Mutual Funds
- Investments
- Management
- Credit
- Series 7
- Financial Services
- Mortgage Lending
- Wealth Management
Cameron Roman Summary
- Cameron Roman, based in New York, NY, US, is currently a Senior Vice President - Private Client Manager at Bank of America Private Bank. Cameron Roman brings experience from previous roles at Bank of America Private Bank, Wells Fargo and PlanMember Securities Corporation. With a robust skill set that includes Banking, Finance, Retirement Planning, Loans, Fixed Annuities and more. Cameron Roman has 2 emails and 1 mobile phone numbers on RocketReach.
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