Financial Planning and Analysis

• Developing a comprehensive understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments
• Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership
• Providing proactive and solutions-oriented feedback to enhance the overall client and PM experience
• Staying current on trends impacting financial markets and alternative investment strategies to educate clients and Private Bank PMs

Alternative Investments Regional Specialist – Private Bank

Quantitative Finance Analyst

Senior Quantitative Finance Analyst – Scenario & Enterprise Risk Analytics

Financial Aid Advisor – Higher Education

Financial Center Manager