Michael Stein

Michael Stein Email and Phone Number

Private Client Advisor, Senior Vice President @ Bank of America Private Bank
Baltimore, MD, US
Michael Stein's Location
Baltimore, Maryland, United States, United States
About Michael Stein

Michael Stein is a Private Client Advisor, Senior Vice President at Bank of America Private Bank. They is proficient in English.

Michael Stein's Current Company Details
Bank of America Private Bank

Bank Of America Private Bank

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Private Client Advisor, Senior Vice President
Baltimore, MD, US
Employees:
232061
Michael Stein Work Experience Details
  • Bank Of America Private Bank
    Private Client Advisor, Senior Vice President
    Bank Of America Private Bank
    Baltimore, Md, Us
  • Bank Of America Private Bank
    Private Client Advisor, Senior Vice President
    Bank Of America Private Bank Nov 2023 - Present
    I am a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Baltimore, Maryland. I work closely with high-net-worth and ultra-high-net-worth individuals and families to help optimize and manage their wealth. By identifying my client's primary goals and needs, my team and I coordinate local resources and the national capabilities of Bank of America Enterprise to help my clients reach their objectives. I lead a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
  • T. Rowe Price
    Head Of Personal Investor Sales
    T. Rowe Price Feb 2019 - Jul 2023
  • Pnc Bank
    Private Client Group Team Leader
    Pnc Bank Nov 2008 - Feb 2019
  • Wells Fargo
    Private Banking Regional Director
    Wells Fargo Aug 1990 - Oct 2008

Michael Stein Education Details

Frequently Asked Questions about Michael Stein

What company does Michael Stein work for?

Michael Stein works for Bank Of America Private Bank

What is Michael Stein's role at the current company?

Michael Stein's current role is Private Client Advisor, Senior Vice President.

What schools did Michael Stein attend?

Michael Stein attended University Of Baltimore, University Of Maryland College Park.

Who are Michael Stein's colleagues?

Michael Stein's colleagues are Peter Lansdell Gcgi Cbci, William "bill" Susoev, Patrick Lemons, Molly Howard, James Weedon, Bikash Kumar Sah, Maria Eduarda Abrunhosa Rodrigues.

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