AeroLeads people directory · profile

Steph Wells, Ctfa® Email & Phone Number

Retired trust officer at Bank of America Private Bank
Location: Huntersville, North Carolina, United States 7 work roles 3 schools
1 work email found @bofa.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@bofa.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bank of America Private Bank
Role
Retired trust officer
Location
Huntersville, North Carolina, United States
Company size
232061 employees

Who is Steph Wells, Ctfa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steph Wells, Ctfa® is listed as Retired trust officer at Bank of America Private Bank, a company with 232061 employees, based in Huntersville, North Carolina, United States. AeroLeads shows a work email signal at bofa.com and a matched LinkedIn profile for Steph Wells, Ctfa®.

Steph Wells, Ctfa® previously worked as Senior Trust Officer at Bank Of America and Trust Administrative Officer at Us Trust, Bank Of America. Steph Wells, Ctfa® studied at Aba Graduate Trust School.

Company email context

Email format at Bank of America Private Bank

This section adds company-level context without repeating Steph Wells, Ctfa®'s masked contact details.

*@bofa.com
68% confidence

AeroLeads found 1 current-domain work email signal for Steph Wells, Ctfa®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Steph Wells, Ctfa®

Steph Wells, Ctfa® is a Retired trust officer at Bank of America Private Bank. She possess expertise in wealth management, banking, portfolio management, financial analysis, strategic financial planning and 8 more skills. Colleagues describe her as "Stephanie is extremely hard working and always takes a proactive approach to her work. She is always willing to lend a hand to fellow associates, either by helping them with their workload or sharing her expertise on a subject. She is a pleasure to work with and would make a great addition to any group." and "Steph showed a vast knowledge of the trust industry and was great at using the resources of the bank to meet the needs of her clients daily. She is a good friend and was a pleasure to work with."

Listed skills include Wealth Management, Banking, Portfolio Management, Financial Analysis, and 9 others.

Current workplace

Steph Wells, Ctfa®'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
Retired trust officer
Huntersville, NC, US
Website
bankofamerica.com
Employees
232061
AeroLeads page
Company profile
View company profile Email format
7 roles · 24 years

Steph Wells, Ctfa® work experience

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

Trust Assistant

United Bank

Wheeling, West Virginia Area

May 2004 - Jan 2005

Resource Clerk

Wesbanco
2002 - 2003 ~1 yr
Team & coworkers

Colleagues at Bank of America Private Bank

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

HY Hesti Yustika Hesti Yustika Colleague at Bank Of America Private Bank Jakarta, Indonesia, Indonesia View → JS James Stephen James Stephen Colleague at Bank Of America Private Bank Charlotte, North Carolina, United States, United States View → YP Yashashwi Pandey Yashashwi Pandey Colleague at Bank Of America Private Bank Jabalpur, Madhya Pradesh, India, India View → CW Crystal Williams Crystal Williams Colleague at Bank Of America Private Bank Atlanta Metropolitan Area, United States View → MW Maleek Walker Maleek Walker Colleague at Bank Of America Private Bank Brooklyn, New York, United States, United States View → AE Alice E. Wang Alice E. Wang Colleague at Bank Of America Private Bank Calabasas, California, United States, United States View → MM Mary Moy Mary Moy Colleague at Bank Of America Private Bank Greater Philadelphia, United States View → MM Mike Mandel Mike Mandel Colleague at Bank Of America Private Bank Media, Pennsylvania, United States, United States View → SG Salvatore Garofalo Salvatore Garofalo Colleague at Bank Of America Private Bank Wethersfield, Connecticut, United States, United States View → JF Joseph Fiorillo Joseph Fiorillo Colleague at Bank Of America Private Bank New York City Metropolitan Area, United States View →
3 education records

Steph Wells, Ctfa® education

Education record

Aba Graduate Trust School

Trust Administration

Aba National Trust School

Graduated from ABA National Trust School in October 2009

Bachelor'S, Business Administration

West Virginia University

Activities and Societies: Member of Golden Key International Honorary Beta Gamma Sigma Presidential Award for Excellence Kelsey L. Wilkins.

FAQ

Frequently asked questions about Steph Wells, Ctfa®

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

What company does Steph Wells, Ctfa® work for?

Steph Wells, Ctfa® works for Bank of America Private Bank.

What is Steph Wells, Ctfa®'s role at Bank of America Private Bank?

Steph Wells, Ctfa® is listed as Retired trust officer at Bank of America Private Bank.

What is Steph Wells, Ctfa®'s email address?

AeroLeads has found 1 work email signal at @bofa.com for Steph Wells, Ctfa® at Bank of America Private Bank.

Where is Steph Wells, Ctfa® based?

Steph Wells, Ctfa® is based in Huntersville, North Carolina, United States while working with Bank of America Private Bank.

What companies has Steph Wells, Ctfa® worked for?

Steph Wells, Ctfa® has worked for Bank Of America Private Bank, Bank Of America, Us Trust, Bank Of America, United Bank, and Wesbanco.

Who are Steph Wells, Ctfa®'s colleagues at Bank of America Private Bank?

Steph Wells, Ctfa®'s colleagues at Bank of America Private Bank include Hesti Yustika, James Stephen, Yashashwi Pandey, Crystal Williams, and Maleek Walker.

How can I contact Steph Wells, Ctfa®?

You can use AeroLeads to view verified contact signals for Steph Wells, Ctfa® at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Steph Wells, Ctfa® attend?

Steph Wells, Ctfa® studied at Aba Graduate Trust School.

What skills is Steph Wells, Ctfa® known for?

Steph Wells, Ctfa® is listed with skills including Wealth Management, Banking, Portfolio Management, Financial Analysis, Strategic Financial Planning, Retirement Planning, Customer Service, and Estate Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.