Bank of America

Financial Planning and Analysis

• Obtain Securities Industry licenses (SIE, Series 7, Series 66).
• Build and manage client relationships, guiding them with advice and solutions.
• Work in a financial center, delivering core banking and investment solutions.
• Develop and practice skills to grow and deepen relationships with clients.
• Collaborate with banking and investment partners to meet client financial needs.

Financial Solutions Advisor

Project Manager

• Managing large projects for an operations department or Line of Business
• Directing the research of existing operations, procedures, workflow, product, and service requirements
• Overseeing end-to-end project status, project health, mitigation, and timely escalation
• Working directly with senior management to set and maintain strategic project direction
• Managing and directing project parameters, costs, project testing execution, and resource allocation
• Establishing project status routines and tracks critical path deadlines

Financial Solutions Advisor

Senior Project Manager – Global AML Operations