Kathy Wallace Email & Phone Number
Private Client Advisor, Senior Vice President @ Bank of America Private Bank
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Kathy Wallace Location
- Kansas City, MO, US
Kathy Wallace Work
- Private Client Advisor, Senior Vice President @ (July 2026 - Present)
- Vice President Market Leader @ (August 2022 - June 2026)
- VP Sales Development @ (August 2003 - April 2021)
- VP Financial Advisor @ (January 2001 - August 2003)
- VP Wholesaler @ MFS Investments (June 1998 - January 2001)
- VP Wholesaler @ (July 1995 - June 1998)
- Director of Transition Recruiting @ (June 1994 - July 1995)
- Internal Wholesaler @ (November 1991 - May 1994)
Kathy Wallace Education
- Concordia College
Bachelor's Degree
Kathy Wallace Skills
- Business Development
- Value-added
- Marketing
- Negotiation
- Mutual Funds
- Contractual
- Investments
- Series 63
- Series 7
- Asset Allocation
- Management
- Series 6
- Finance
- Financial Services
- HTML
- Leadership
- Public Speaking
- Microsoft Office
- Marketing Strategy
- Java
- Asset Management
- Value Added
- Wealth Management
Kathy Wallace Summary
- Kathy Wallace, based in Kansas City, MO, US, is currently a Private Client Advisor, Senior Vice President at Bank of America Private Bank. Kathy Wallace brings experience from previous roles at Merrill Lynch Wealth Management, Ivy Investments, Banc of America Investment Services and MFS Investments. Kathy Wallace holds a Bachelor's Degree @ Concordia College. With a robust skill set that includes Business Development, Value-added, Marketing, Negotiation, Mutual Funds and more. Kathy Wallace has 1 mobile phone numbers on RocketReach.
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