Client & Business Manager Ii
CurrentFran Burchman is a Senior Vice President and Client & Business Manager II at U.S. Trust, Bank of America Private Wealth Management. In this role, she manages day to day activities and responsibilities for 21 Portfolio Management assistants and associates. This includes semi and annual performance reviews, conducts monthly team meetings, training and mentoring. She provides market support on a daily basis, on boarding and off boarding for the entire market. She works closely with GWIM Compensation, Portfolio Managers, Market Investment Executive, Market Trust Executive, Year Up Organization and GWIM Campus Recruiting.