Emma Greene

Emma Greene Email and Phone Number

Managing Director, Philanthropic Client Director @ Bank of America Private Bank
Boston, MA, US
Emma Greene's Location
Greater Boston, United States
Emma Greene's Contact Details

Emma Greene work email

Emma Greene personal email

n/a
About Emma Greene

Emma Greene is a Managing Director, Philanthropic Client Director at Bank of America Private Bank. She possess expertise in management, investments, financial analysis, customer service, strategic planning and 9 more skills.

Emma Greene's Current Company Details
Bank of America Private Bank

Bank Of America Private Bank

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Managing Director, Philanthropic Client Director
Boston, MA, US
Employees:
232061
Emma Greene Work Experience Details
  • Bank Of America Private Bank
    Managing Director, Philanthropic Client Director
    Bank Of America Private Bank
    Boston, Ma, Us
  • Bank Of America Private Bank
    Managing Director, Philanthropic Client Director
    Bank Of America Private Bank Jan 2019 - Present
    Responsible for developing and managing substantial private and institutional philanthropic relationships, leveraging engagement of all Banking and Advisory services to provide the best possible client experience.
  • U.S. Trust
    Senior Vice President, Philanthropic Client Director
    U.S. Trust Sep 2016 - Jan 2019
    Responsible for managing strategic private and institutional philanthropic relationships, leveraging engagement of all lines of business at U.S. Trust to best serve the client..
  • Us Trust
    Market Philanthropic Director, Senior Vice President
    Us Trust Jun 2012 - Sep 2016
    Leads a team of Philanthropic professionals who are responsible for administration of Institutional and Private Philanthropic relationships. Responsible for developing and executing Philanthropic strategy for the Northern New England market (Rhode Island, Massachusetts, New Hampshire, Maine and Vermont). Provides oversight and management of philanthropic accounts, client retention, and philanthropic sales. Strong and demonstrated leadership and management skills – ability to set strategic direction and drive teams to the successful achievement of their goals.
  • Us Trust
    Ne Philanthropic Team Leader- Boston, Ma
    Us Trust Jun 2009 - Jun 2012
    Led a team of Philanthropic professionals who are responsible for administration of Institutional and Private Philanthropic relationships for the Northern New England market (Rhode Island, Massachusetts, New Hampshire, Maine and Vermont).
  • Fleet National Bank
    Executive Relationship Manager
    Fleet National Bank Mar 2001 - Jun 2009
  • Fleet National Bank
    Relationship Manager
    Fleet National Bank Jun 1999 - Mar 2001
    Responsible for the administration of 275 Charitable Trust Accounts, ranging in complexity from Perpetual Support Trusts to Family Foundations requiring strategic grant-making expertise. Interpret and implement requirements of charitable trust instruments for fiduciary accounts in accordance with Bank policy and IRS regulations. Considerable communication with clients, co-trustees, attorneys, accountants, and non-profit agencies.
  • Pell Rudman Trust Company
    Trust Officer
    Pell Rudman Trust Company May 1997 - Jun 1999
  • Mellon Trust, One Boston Place
    Director Of Charitable Giving
    Mellon Trust, One Boston Place Jan 1996 - May 1997
  • Mellon Bank
    Senior Paralegal
    Mellon Bank Dec 1994 - Jan 1996
  • Boston Safe Deposit & Trust Company
    Paralegal
    Boston Safe Deposit & Trust Company Jun 1991 - Dec 1994
  • Boston Safe Deposit & Trust Company
    Trust Administrator
    Boston Safe Deposit & Trust Company Aug 1987 - Jun 1991

Emma Greene Skills

Management Investments Financial Analysis Customer Service Strategic Planning Banking Strategy Public Speaking Asset Allocation Leadership Portfolio Management Wealth Management Financial Services Asset Management

Emma Greene Education Details

  • University Of Massachusetts
    University Of Massachusetts
    Education

Frequently Asked Questions about Emma Greene

What company does Emma Greene work for?

Emma Greene works for Bank Of America Private Bank

What is Emma Greene's role at the current company?

Emma Greene's current role is Managing Director, Philanthropic Client Director.

What is Emma Greene's email address?

Emma Greene's email address is em****@****ust.com

What schools did Emma Greene attend?

Emma Greene attended University Of Massachusetts.

What skills is Emma Greene known for?

Emma Greene has skills like Management, Investments, Financial Analysis, Customer Service, Strategic Planning, Banking, Strategy, Public Speaking, Asset Allocation, Leadership, Portfolio Management, Wealth Management.

Who are Emma Greene's colleagues?

Emma Greene's colleagues are Amritpal Singh, Md Haikhal, Cameron Bozdog, Sandra Nelson, Venessa Alford, Banu Bhadrak, Sana Khan Jaipur -Delhi.

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