Chanel Bardaro Email & Phone Number

Collaborated with leadership teams across Private Banking, Wealth & Trust to develop and deliver relevant products and services to targeted client segments. Executed on the product vision and roadmap, including staff training, to ensure offering was understood and articulated across business lines.

Responsible for contributing to the delivery of consulting engagements for marketing and strategy clients across customer experience, digital business, customer insights and marketing programs. Served as primary project manager to ensure quality and timely delivery of project outcomes.

Greater Boston Area

Responsible for gathering data and analytics on Boston Private's clients, competitors, and the market to establish a baseline for client and competitive intelligence. Assisted the Strategic Planning team to identify drivers in order to build out the strategic approach and supporting plan.

Greater Boston Area

Selected out of 200 applicants to participate in a dynamic and interactive experiential learning program created with the goal of developing future Boston Private leaders. Completed two, three-month rotations in Client Development and Treasury / Asset Liability Management.