Amy Roberts Email and Phone Number
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Amy Roberts personal email
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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
Bank Of America Private Bank
View- Website:
- bankofamerica.com
- Employees:
- 232061
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Senior Vice PresidentBank Of America Private BankBoston, Ma, Us
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Senior Vice PresidentBank Of America Private Bank May 2018 - PresentNew York, New York, UsClient Management Executive -
Product, Head Of Managed Accounts, Vice PresidentColumbia Threadneedle Investments, Us Apr 2016 - 2017Boston, Massachusetts, UsLeading 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 PresidentColumbia Threadneedle Investments, Us Jun 2009 - Apr 2016Boston, Massachusetts, UsRelationship 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.
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Product, Managing Director And Head Of Product Channel SpecialistsColumbia Threadneedle Investments, Us Feb 2008 - May 2009Boston, Massachusetts, UsDeveloped a product and marketing strategy to support the Institutional and Intermediary sales teams and identified product requirements for future sales growth.
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Institutional Distribution, Business Support ExecutiveColumbia Threadneedle Investments, Us Mar 2006 - Feb 2008Boston, Massachusetts, UsDeveloped 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
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Office Of The Coo, Project Management Executive Columbia Management/GwimBank Of America May 2004 - Feb 2006Charlotte, Nc, UsEstablished 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.
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Asset Securitization Group, Head Of Origination & Structuring Team, Managing DirectorBank Of America Jun 1996 - Apr 2004Charlotte, Nc, Us
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Capital Markets/Sales & Trading, Debt SpecialistBancboston Robertson Stephens Aug 1992 - Jun 1996
Amy Roberts Skills
Amy Roberts Education Details
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Columbia UniversityEconomics -
Milton Academy
Frequently Asked Questions about Amy Roberts
What company does Amy Roberts work for?
Amy Roberts works for Bank Of America Private Bank
What is Amy Roberts's role at the current company?
Amy Roberts's current role is Senior Vice President.
What is Amy Roberts's email address?
Amy Roberts's email address is da****@****ast.net
What schools did Amy Roberts attend?
Amy Roberts attended Columbia University, Milton Academy.
What skills is Amy Roberts known for?
Amy Roberts has skills like Asset Management, Mutual Funds, Asset Managment, Investments, Series 7, Fixed Income, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Series 24, Hedge Funds.
Who are Amy Roberts's colleagues?
Amy Roberts's colleagues are Harish Guna, Andrew Adams, Nagesh Jagabattuni, Paul Greene, Bobby Parker, Marci Marczyk, Md Zawad Tanzim.
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