Partner with Merrill Financial Advisors and associates to identify and deliver integrated and comprehensive financial solutions for high-net-worth clients and their families. Focus placed on deepening client relationships, supporting business activities and results, and growing responsibly and sustainably.

Collaborated with a team to provide exceptional customer service and recommend banking solutions for a diverse group of clients, while driving revenue and meeting/exceeding corporate quarterly goals and objectives. Focused on building trust and deepening relationships with clients to better connect them with Bank of America’s vast deposit, credit, lending, and investment solutions.