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David Mardo, Cfa, Caia, Ctfa, Jd Email & Phone Number

Director Private Business Group at Bank of America Private Bank
Location: Tampa, Florida, United States 7 work roles 3 schools
2 work emails found @bankofamerica.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email d****@bankofamerica.com
LinkedIn Profile matched
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Role
Director Private Business Group
Location
Tampa, Florida, United States
Company size

Who is David Mardo, Cfa, Caia, Ctfa, Jd? Overview

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Quick answer

David Mardo, Cfa, Caia, Ctfa, Jd is listed as Director Private Business Group at Bank of America Private Bank, a with 232061 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for David Mardo, Cfa, Caia, Ctfa, Jd.

David Mardo, Cfa, Caia, Ctfa, Jd previously worked as Managing Trust Officer, Director of Real Estate and Special Assets - Raymond James Trust, N.A. at Raymond James and Director, Investment Solutions Group at Bank Of America. David Mardo, Cfa, Caia, Ctfa, Jd holds Jd, Law from New York Law School.

Company email context

Email format at Bank of America Private Bank

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*@bankofamerica.com
74% confidence

AeroLeads found 2 current-domain work email signals for David Mardo, Cfa, Caia, Ctfa, Jd. Compare company email patterns before reaching out.

Profile bio

About David Mardo, Cfa, Caia, Ctfa, Jd

David Mardo, Cfa, Caia, Ctfa, Jd is a Director Private Business Group at Bank of America Private Bank. He possess expertise in alternative investments, asset management, estate planning, wealth management, investment management and 17 more skills.

Listed skills include Alternative Investments, Asset Management, Estate Planning, Wealth Management, and 18 others.

Current workplace

David Mardo, Cfa, Caia, Ctfa, Jd's current company

Company context helps verify the profile and gives searchers a useful next step.

Bank of America Private Bank
Bank Of America Private Bank
Director Private Business Group
Tampa, FL, US
Employees
232061
AeroLeads page
7 roles

David Mardo, Cfa, Caia, Ctfa, Jd work experience

A career timeline built from the work history available for this profile.

Managing Trust Officer, Director Of Real Estate And Special Assets - Raymond James Trust, N.A.

St Petersburg, Florida, United States

Mar 2022 - Sep 2024

Director, Investment Solutions Group

Tampa, Florida

Feb 2020 - Mar 2022

Vice President

United States Trust Company Of New York

New York, New York

Apr 2000 - Jun 2007

Senior Investment Officer

New York, New York

Citibank Private Bank Trusts and Estates Group

Apr 1996 - Apr 2000
Team & coworkers

Colleagues at Bank of America Private Bank

Other employees you can reach at bankofamerica.com. View company contacts for 232061 employees →

3 education records

David Mardo, Cfa, Caia, Ctfa, Jd education

FAQ

Frequently asked questions about David Mardo, Cfa, Caia, Ctfa, Jd

Quick answers generated from the profile data available on this page.

What company does David Mardo, Cfa, Caia, Ctfa, Jd work for?

David Mardo, Cfa, Caia, Ctfa, Jd works for Bank of America Private Bank.

What is David Mardo, Cfa, Caia, Ctfa, Jd's role at Bank of America Private Bank?

David Mardo, Cfa, Caia, Ctfa, Jd is listed as Director Private Business Group at Bank of America Private Bank.

What is David Mardo, Cfa, Caia, Ctfa, Jd's email address?

AeroLeads has found 2 work email signals at @bankofamerica.com for David Mardo, Cfa, Caia, Ctfa, Jd at Bank of America Private Bank.

Where is David Mardo, Cfa, Caia, Ctfa, Jd based?

David Mardo, Cfa, Caia, Ctfa, Jd is based in Tampa, Florida, United States while working with Bank of America Private Bank.

What companies has David Mardo, Cfa, Caia, Ctfa, Jd worked for?

David Mardo, Cfa, Caia, Ctfa, Jd has worked for Bank Of America Private Bank, Raymond James, Bank Of America, Us Trust, Bank Of America Private Wealth Management, and United States Trust Company Of New York.

Who are David Mardo, Cfa, Caia, Ctfa, Jd's colleagues at Bank of America Private Bank?

David Mardo, Cfa, Caia, Ctfa, Jd's colleagues at Bank of America Private Bank include Nooricy Fatima, Diksha Kotkar, Christian Mendez Sandoval, Ayush Garg, and Grace Eiseman.

How can I contact David Mardo, Cfa, Caia, Ctfa, Jd?

You can use AeroLeads to view verified contact signals for David Mardo, Cfa, Caia, Ctfa, Jd at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.

What schools did David Mardo, Cfa, Caia, Ctfa, Jd attend?

David Mardo, Cfa, Caia, Ctfa, Jd holds Jd, Law from New York Law School.

What skills is David Mardo, Cfa, Caia, Ctfa, Jd known for?

David Mardo, Cfa, Caia, Ctfa, Jd is listed with skills including Alternative Investments, Asset Management, Estate Planning, Wealth Management, Investment Management, Wealth Management Services, Asset Allocation, and Investment Strategies.

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