Ray Xie Email & Phone Number
Senior Vice President, Private Client Advisor II @ Bank of America Private Bank
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Ray Xie Location
- California, United States
Ray Xie Work
- Senior Vice President, Private Client Advisor II @ (October 2017 - Present)
- Assistant Vice President, Business Consultant @ (March 2012 - October 2017)
- Senior Account Executive @ (November 2007 - June 2010)
Ray Xie Education
- San Francisco State University
Business Administration Marketing Concentration
2011-2013 - College of San Mateo
Business Administration Marketing Concentration
2003-2007
Ray Xie Skills
- Balance Sheet Review
- Business Development
- Business Relationship Management
- Client Services
- Corporate Trust
- Estate Planning
- Financing
- Fixed-Income Investing
- Investment Strategies
- Leadership
- Management
- Negotiation
- Organization Skills
- Recruiting
- Sales
- Sales Processes
- Series 7
- Training
- Trust Services
- Wealth Management Services
Ray Xie Summary
- Ray Xie, based in California, United States, is currently a Senior Vice President, Private Client Advisor II at Bank of America Private Bank. Ray Xie brings experience from previous roles at Bank of America Merchant Services and Cydcor. Ray Xie holds a 2011 - 2013 Business Administration Marketing Concentration @ San Francisco State University. With a robust skill set that includes Balance Sheet Review, Business Development, Business Relationship Management, Client Services, Corporate Trust and more. Ray Xie has 2 emails and 2 mobile phone numbers on RocketReach.
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