Daniel Wolfe Email & Phone Number
VP, Client and Business Manager II @ Bank of America Private Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Wolfe Location
- New York, NY, US
Daniel Wolfe Work
- 2023 -now VP, Client and Business Manager II @
- 2022 -2023 AVP, Private Bank Senior Associate Lead @
- 2021 -2022 Officer, Trust Senior Associate @
- 2017 -2021 Trust Administrative Officer I @
- 2017 -2017 Portfolio Management Assistant @
- 2016 -2016 Operations Director @
Daniel Wolfe Education
- Baruch College
Bachelor of Business Administration (BBA) (Economics)
2016-2020 - Year Up
(Financial Operations)
2016-2017
Daniel Wolfe Skills
- Microsoft Office
- Leadership
- Public Speaking
- Strategic Planning
- Teamwork
- PowerPoint
- Microsoft Excel
- Management
- Research
- Microsoft Word
- Customer Service
- Time Management
- Interpersonal Skills
- Financial Reporting
- Analytical Skills
- Financial Statements
- Regulatory Compliance
- Problem Solving
Daniel Wolfe Summary
- Daniel Wolfe, based in New York, NY, US, is currently a VP, Client and Business Manager II at Bank of America Private Bank. Daniel Wolfe brings experience from previous roles at Bank of America Private Bank. Daniel Wolfe holds a 2016 - 2020 Bachelor of Business Administration (BBA) in Economics @ Baruch College. With a robust skill set that includes Microsoft Office, Leadership, Public Speaking, Strategic Planning, Teamwork and more. Daniel Wolfe has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Daniel Wolfe?
Find contact details for 700 million professionals.
Top Bank of America Private Bank Employees
Wendy Li
Managing Director, Senior Private Client Advisor
New York, NY, US
Nadira Khan
Managing Director, Market Trust Executive
New York, NY, US
Lisa Zangara-Bogle
Managing Director and Market Trust Executive
New York, NY, US
Zach Lyons
Managing Director
New York, NY, US
Mark Hathaway
Managing Director
New York, NY, US
Anita Saggurti
Managing Director, Next Gen Strategy Executive
New York, NY, US
Evan Blumstein
Managing Director
New York, NY, US
Justin Leskow
Managing Director, Private Client Manager
New York, NY, US
Samantha Divalentino
Managing Director, Senior Trust Officer
New York, NY, US
Sarah Ziegler
Managing Director and Market Trust Executive
New York, NY, US
Alison Davis
Managing Director
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co