Katie Walker Email & Phone Number
Private Bank Market Leader, Managing Director @ Bank of America Private Bank
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Katie Walker Location
- Boston, MA, US
Katie Walker Work
- 2006 - now Private Bank Market Leader, Managing Director @
- 2017 - 2018 Private Client Manager @ U.S. Trust
- 2008 - 2014 Wealth Management Banker @ Merrill Lynch
- 2006 - 2008 Premier Client Manager @
- 2005 - 2006 Banker @
Katie Walker Education
- Merrimack College
Bachelor's Degree
2001 - 2005
Katie Walker Skills
- Wealth Management
- Sales
- Series 63
- Series 7
- Loans
- Mortgage Lending
- Credit
- Banking
- Series 6
- Financial Services
- Credit Analysis
- Private Banking
- Retail Banking
- Mortgage Banking
- FINRA
- Alternative Investments
- Wealth Management Services
- Refinance
- Salesforce.com
- Residential Mortgages
- Finance
- Time Management
- Investments
- Asset Management
- Financial Advisory
- Financial Analysis
- Mutual Funds
- Securities
- Leadership
- Management
- Portfolio Management
- Business Development
- Customer Service
Katie Walker Summary
- Katie Walker, based in Boston, MA, US, is currently a Private Bank Market Leader, Managing Director at Bank of America Private Bank. Katie Walker brings experience from previous roles at U.S. Trust, Merrill Lynch, Bank of America and Citizens Bank. Katie Walker holds a 2001 - 2005 Bachelor's Degree @ Merrimack College. With a robust skill set that includes Wealth Management, Sales, Series 63, Series 7, Loans and more. Katie Walker has 2 emails and 2 mobile phone numbers on RocketReach.
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