John Homan Email & Phone Number
Senior Vice President, Private Client Advisor @ Bank of America Private Bank
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John Homan Location
- New York, NY, US
John Homan Work
- 2022 -now Senior Vice President, Private Client Advisor @
- 2018 -2022 Senior Vice President, Private Client Manager @
- 2017 -2022 Senior Vice President, Private Banking Relationship Manager @
- 2015 -2017 Senior Vice President, Private Banking Specialist II @
- 2011 -2015 Vice President, Private Banking Specialist @
- 2009 -2011 Assistant Vice President @
- 2006 -2009 Private Client Relationship Officer - Team Lead @
- 2005 -2006 Private Banking Associate @
- 2003 -2005 Visiting Lecturer @
- 1993 -2001 Diplomatic Aide and Research Associate @ international environmental and socio-economic development
John Homan Education
- New York University
Diploma (Credit Analysis)
2006-2007 - Yale University
Master's degree (Environmental Management)
2001-2002 - Michigan State University
Bachelor of Science (B.S.) (Natural Resources Management and Policy)
1988-1992
John Homan Skills
- Wealth Preservation
- Financial Planning
- Relationship Management
- Investments
- Underwriting
- Mortgage Lending
- Banking
- Strategic Planning
- Financial Analysis
- Management
- Project Management
- Business Strategy
- Wealth Management
- Training
- Team Leadership
- Program Management
- Portfolio Management
- Team Building
- Marketing
- Market Research
- Risk Management
- Asset Allocation
- Sales
- Mutual Funds
- Asset Management
- Equities
- Private Banking
- Credit
- Securities
- Wealth Management Services
- Fixed Income
- Finance
- Estate Planning
- Charitable Trusts
- High Net Worth Individuals
- Holistic Financial Planning
- Lifestyle Planning
- Leadership
- Higher Education
- Customer Service
- Teaching
- Business Development
John Homan Summary
- John Homan, based in New York, NY, US, is currently a Senior Vice President, Private Client Advisor at Bank of America Private Bank. John Homan brings experience from previous roles at U.S. Trust. John Homan holds a 2006 - 2007 Diploma in Credit Analysis @ New York University. With a robust skill set that includes Wealth Preservation, Financial Planning, Relationship Management, Investments, Underwriting and more. John Homan has 2 emails and 3 mobile phone numbers on RocketReach.
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