Caleb Woodard Email and Phone Number
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As a Trust Senior Associate at Bank of America Private Bank, I have over a decade of experience in the financial services industry, focusing on banking, client relationship management, and complex trust administration. I partner with Merrill Lynch Financial Advisors and Senior Trust Officers to provide high-quality service and solutions to a diverse book of business of high-net-worth clients.In addition to my role at Bank of America, I am passionate about advocating for the LGBTQ+ community. I serve as the Board Secretary of the Grand Rapids Pride Center. They provide resources, education, and advocacy for LGBTQ+ individuals and allies around the West Michigan region.
Bank Of America Private Bank
View- Website:
- bankofamerica.com
- Employees:
- 232061
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Officer | Trust Senior AssociateBank Of America Private BankLansing, Mi, Us
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OfficerBank Of America Private Bank Feb 2024 - PresentDetroit Metropolitan AreaCorporate Title -
Trust Senior AssociateBank Of America Private Bank Jan 2022 - PresentDetroit Metropolitan AreaIn my role as a Trust Senior Associate, I assisted in managing complex trust administration for high-net-worth clients. I collaborated with Merrill Lynch Financial Advisors to address client issues and requests, created presentations for client and team meetings and executed time-sensitive tasks with precision. Additionally, I conducted specific team training to enhance team efficiency and effectiveness.
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Relationship ManagerBank Of America Jun 2018 - Dec 2021Greater Lansing
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Relationship BankerHuntington National Bank Mar 2017 - Jun 2018Lansing, Michigan Area -
Customer Service RepresentativeChemical Bank Aug 2015 - Jan 2017Greater Grand Rapids, Michigan Area -
Vault Teller IiChemical Bank Nov 2014 - Aug 2015Owosso, Michigan
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Teller IChemical Bank Apr 2013 - Nov 2014Owosso, Mi
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Entry Level TellerChemical Bank Jan 2012 - Apr 2013Owosso, Mi
Caleb Woodard Skills
Caleb Woodard Education Details
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Associate Of Business Administration -
Credential Of Readiness (Core)
Frequently Asked Questions about Caleb Woodard
What company does Caleb Woodard work for?
Caleb Woodard works for Bank Of America Private Bank
What is Caleb Woodard's role at the current company?
Caleb Woodard's current role is Officer | Trust Senior Associate.
What is Caleb Woodard's email address?
Caleb Woodard's email address is ca****@****ail.com
What is Caleb Woodard's direct phone number?
Caleb Woodard's direct phone number is +151789*****
What schools did Caleb Woodard attend?
Caleb Woodard attended Davenport University, Harvard Business School Online.
What are some of Caleb Woodard's interests?
Caleb Woodard has interest in Marketing Strategies, Mobile, New York City, Banking, Lean Startups, Health Care, Self Development, Economics, Business, Stock Market.
What skills is Caleb Woodard known for?
Caleb Woodard has skills like Customer Service, Microsoft Office, Leadership, Time Management, Management, Event Planning, Sales, Finance, Public Speaking, Financial Management, Team Management, Microsoft Word.
Who are Caleb Woodard's colleagues?
Caleb Woodard's colleagues are Teresa Bednarski, Chris Finnecy, Bita Amouzadeh, Satheesh Kumar, Sarah Mccormick, Anthony Carrasco, Angela Volkovich.
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