Paul Yates Email and Phone Number

The Private Bank at BofA provides Sophisticated Wealth Management Services encompassing Custom Advisory Planning, Investment Management, Credit and/or Specialty Asset Management solutions as well as other services. As the lead client advisor, I coordinate a core team of internal experts that work together for clients and prospects to deliver the following to address the complex nature of their unique situations: • Investment management & Estate Planning • Credit & Banking Solutions • Liquidity Event Planning • Growth and Succession planning for private businesses • Specialty Asset Management • Family Office, Foundation, Real Estate Owner/Operator and Entrepreneur support

Client manager and Banking Advisor to business client with annual revenues ranging 250k-10mm within the local community and throughout the state.Primary responsibilities are to help grow and manage a portfolio of businesses by identifying and addressing cross-selling opportunities through an array business products as well as enhancing client satisfaction with their banking. Providing banking resources and tools for small business client which will make their banking as convenient, cost effective and seamless as possible, while helping them grow their business. Specialty focus: Physician and Dental practice financing, cash flow analyst, commercial lending, merchant services, treasury management, and business lines of credit.

Client manager and Banking Advisor to business client with annual revenues ranging 250k-10mm within the local community and throughout the state.Primary responsibilities are to help grow and manage a portfolio of businesses by identifying and addressing cross-selling opportunities through an array business products as well as enhancing client satisfaction with their banking. Providing banking resources and tools for small business cleint which will make their banking as convenient, cost effective and seemless as possible, while helping them grow their business. Specialty focus: Physician and Dental practice financing, cash flow analyst, commercial lending, merchant services, treasury management, and business lines of credit.

Primarily responsible for growing and managing a portfolio of small business customers. Making banking for small business clients as seemless and cost effective as possible.