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 1 mobile phone numbers on RocketReach.
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