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
- 2026 -now Private Client Advisor, Senior Vice President @
- 2022 -2026 Vice President @
- 2003 -2021 VP Sales Development @
- 2001 -2003 VP Financial Advisor @
- 1998 -2001 VP Wholesaler @ MFS Investments
- 1995 -1998 VP Wholesaler @
- 1994 -1995 Director of Transition - Recruiting @
- 1991 -1994 Internal Wholesaler @
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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