Amy Roberts Email & Phone Number
@bankofamerica.com
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Who is Amy Roberts? Overview
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Amy Roberts is listed as Senior Vice President at Bank of America Private Bank, a with 232061 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for Amy Roberts.
Amy Roberts previously worked as Product, Head of Managed Accounts, Vice President at Columbia Threadneedle Investments, Us and Intermediary Distribution, Strategic Relations/Private Wealth, Vice President at Columbia Threadneedle Investments, Us. Amy Roberts holds Ba, Economics from Columbia University.
Email format at Bank of America Private Bank
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AeroLeads found 1 current-domain work email signal for Amy Roberts. Compare company email patterns before reaching out.
About Amy Roberts
High energy, results-driven leader with strategic vision and extensive experience in financial services sales and product management. Amy Roberts has a passion for serving clients and a 20+ year track record developing and executing successful business solutions to drive sales results and support key priorities. She has acted as an adviser to executive leaders while building infrastructure and multi-party consensus in complex environments. Amy has strong strategic, analytic and leadership skills and is a creative problem solver.Specialties:consultative sales, business development, account management, strategic partnerships, relationship management, product development, high net worth investment solutions, asset management, impact investing, business integration, business plan development, project management, strategic planning
Listed skills include Asset Management, Mutual Funds, Asset Managment, Investments, and 13 others.
Amy Roberts's current company
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Amy Roberts work experience
A career timeline built from the work history available for this profile.
Product, Head Of Managed Accounts, Vice President
Leading a cross-functional team including Sales, Marketing, Product, Investments, Operations and Technology to re-launch the equity SMA business and develop fixed income and multi-asset class SMA solutions. Created and implemented business plan and go to market strategy.
Intermediary Distribution, Strategic Relations/Private Wealth, Vice President
Relationship manager for Bank of America relationship (U.S. Trust, Merrill Lynch and Institutional Retirement). Successfully placed multiple investment products on research platforms maximizing positioning with research analysts and home offices. Drove marketing efforts to expand distribution and partnership including aligning field sales activitiesLed development and launch of an innovative social bond mutual fund.
Product, Managing Director And Head Of Product Channel Specialists
Developed a product and marketing strategy to support the Institutional and Intermediary sales teams and identified product requirements for future sales growth.
Institutional Distribution, Business Support Executive
Developed strategic and tactical business plans and drove consistent sales strategies and initiatives. Oversaw sales support activities including the RFP team, Inside Sales and Contract Office
Office Of The Coo, Project Management Executive Columbia Management/Gwim
Established and staffed a project management group which effectively and reliably executed large-scale and/or complex, cross-functional projects for Columbia such as BACAP and Columbia integration.
Asset Securitization Group, Head Of Origination & Structuring Team, Managing Director
Capital Markets/Sales & Trading, Debt Specialist
Colleagues at Bank of America Private Bank
Other employees you can reach at bankofamerica.com. View company contacts for 232061 employees →
Diana Concha
Colleague at Bank Of America Private BankLong Beach, California, United States
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Jacob Camacho
Colleague at Bank Of America Private BankTemecula, California, United States
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Devin Flagor
Colleague at Bank Of America Private BankJacksonville, Florida, United States
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Sandra Nelson
Colleague at Bank Of America Private BankLos Angeles Metropolitan Area, United States
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Violeta Inchaustegui
Colleague at Bank Of America Private BankMiami, Florida, United States
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Sonti Sindhuja
Colleague at Bank Of America Private BankHyderabad, Telangana, India
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Sami Habibi
Colleague at Bank Of America Private BankVishakhapatnam, Andhra Pradesh, India
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Montsaer .D
Colleague at Bank Of America Private BankDammam, Eastern, Saudi Arabia
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Guillermo Godinez
Colleague at Bank Of America Private BankSan Diego, California, United States
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Erica Jaramillo
Colleague at Bank Of America Private BankOrange County, California, United States
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Amy Roberts education
Ba, Economics
Education record
Frequently asked questions about Amy Roberts
Quick answers generated from the profile data available on this page.
What company does Amy Roberts work for?
Amy Roberts works for Bank of America Private Bank.
What is Amy Roberts's role at Bank of America Private Bank?
Amy Roberts is listed as Senior Vice President at Bank of America Private Bank.
What is Amy Roberts's email address?
AeroLeads has found 1 work email signal at @bankofamerica.com for Amy Roberts at Bank of America Private Bank.
Where is Amy Roberts based?
Amy Roberts is based in Greater Boston, United States while working with Bank of America Private Bank.
What companies has Amy Roberts worked for?
Amy Roberts has worked for Bank Of America Private Bank, Columbia Threadneedle Investments, Us, Bank Of America, and Bancboston Robertson Stephens.
Who are Amy Roberts's colleagues at Bank of America Private Bank?
Amy Roberts's colleagues at Bank of America Private Bank include Diana Concha, Jacob Camacho, Devin Flagor, Sandra Nelson, and Violeta Inchaustegui.
How can I contact Amy Roberts?
You can use AeroLeads to view verified contact signals for Amy Roberts at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Amy Roberts attend?
Amy Roberts holds Ba, Economics from Columbia University.
What skills is Amy Roberts known for?
Amy Roberts is listed with skills including Asset Management, Mutual Funds, Asset Managment, Investments, Series 7, Fixed Income, Equities, and Portfolio Management.
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