Ashley

Ashley: Email & Phone Number

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Vice President; Private Client Manager at Bank of America Private Bank|Washington, District of Columbia, United States

Position:

Vice President; Private Client Manager at Bank of America Private Bank

Location:

Washington, District of Columbia, United States

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Last updated: 2024-11-21
Updated: 2024-11-21

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Work Experience 14 years

Vice President; Private Client Manager at Bank of America Private Bank

Feb 2022 - Current

Assistant Vice President; Private Bank Senior Associate at Bank of America Private Bank

Apr 2017 - Feb 2022

Officer; Financial Center Operations Manager at Bank of America

Jul 2016 - Apr 2017

Operations Manager Associate at Bank of America

Jun 2015 - Jul 2016

Professional Bank Teller at Bank of America

Feb 2012 - Jun 2015

Ashley started working in 2012, then the employee has changed 1 company and 4 jobs. On average, Ashley works for one company for 2 years 10 months.

Their professional focus is Banking, Business Relationship Management, and Customer Satisfaction across 3 core areas.

Education

Certification in Financial Planning at Boston University

Bachelor of Science (B.S.) at University of Massachusetts Boston

Skills

Management, Team Leadership, Strategic Planning, Financial Advisory, Financial Planning, Retail, Social Networking, Finance, Microsoft Excel, Sales, Leadership, Time Management, Microsoft Outlook, Microsoft Office, Customer Satisfaction, Wealth Management, Customer Service, Business Relationship Management, Public Speaking, Team Building, Microsoft Word, Multitasking, Retail Banking, Banking, Research, Organization Skills, Teamwork

Ashley Namesakes

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Ashley
Uncommon Digital
Digital Marketing Consultant
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Ashley
Cardiac Sonographer
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Other employees at Bank of America Private Bank

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Denise Gugliotta
Senior Vice President, Private Client Advisor
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Caroline Meegan
Portfolio Manager
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Andrew Madsen
Private Bank Senior Associate Team Lead
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Charlene Gaskins
Sr. Business Control Specialists
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Stephen Nocella
Financial Analyst
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Yelena Gordon
Private Bank Senior Associate
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Jacob Ritz
Incoming Wealth Management Analyst
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Tommy Marvin
Incoming 2026 Wealth Management Summer Analyst
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