Karen Burns Email & Phone Number
Digital Executive, Wealth Channel Enablement for Merrill Lynch and Private Bank @ Bank of America
Karen Burns's Location
Boston, MA, US
Karen Burns's Work
- Digital Executive, Wealth Channel Enablement for Merrill Lynch and Private Bank @ Bank of America
- Digital Channel Executive, Merrill Lynch Wealth Management, Field Engagement and Adoption @ Bank of America
- Director, Advanced Digital Solutions and Enterprise Financial Planning @ Bank of America
- Director, Head of Goals Based Consulting Group at Merrill Lynch Wealth Management @ Merrill Lynch
- New England Planning Consultant @ Merrill Lynch
- Vice President, Manager, Planning Solutions Desk @ Merrill Lynch
- Vice President, Financial Planning Advice and Delivery @ Bank of America
- Private Bank @ Bank of America
- Northeast Regional Liaison @ Wells Fargo
- Senior Trust Officer @ Palmer & Dodge LLP
Karen Burns's Education
- Union College
BA (English)
- The Wharton School
Securities Industry Institute
Karen Burns's Skills
- Series 7
- Series 66
- Series 24
- Strategic Financial Planning
- Wealth Management Services
- Retirement
- Estate Planning
- Asset Allocation
- Financial Planning Software Analysis
- Stock Option Planning
Karen Burns's Summary
Karen Burns, based in Boston, MA, US, is currently a Digital Executive, Wealth Channel Enablement for Merrill Lynch and Private Bank at Bank of America, bringing experience from previous roles at Bank of America and Merrill Lynch. Karen Burns holds a BA in English @ Union College. With a robust skill set that includes Series 7, Series 66, Series 24, Strategic Financial Planning, Wealth Management Services and more, Karen Burns contributes valuable insights to the industry. Karen Burns has 4 emails on RocketReach.
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