Alice Bowdoin
Senior Vice President, Wealth Strategies Advisor at Merrill Lynch
- Role
- Senior Vice President, Wealth Strategies Advisor at Merrill Lynch
- Location
- Manhattan Beach, CA, US
- LinkedIn followers
- 500 followers
About Alice Bowdoin
Accomplished, multi-dimensional finance professional with over 25 years of proven success…
Experience
Senior Vice President, Wealth Strategies Advisor
Nov 2017 — Present · Los Angeles, CA, US
Serve as subject matter expert for Bank of America’s trust and fiduciary services, supporting 5 markets comprised of over 300 Merrill Financial Advisors.• Drive new business to the Bank’s trust platform by proactively identifying and continuously pursuing trust opportunities, through in-depth client and prospect business reviews with Advisors. Strong focus on clients with liquidity events, taxable estates, and charitable goals. • Lead meetings and presentations with Advisors, clients, and prospects about various estate planning structures to meet each client’s specific goals, positioning the Trust Company as a fiduciary partner. Structures include charitable trusts, dynasty trusts/IDGTs using Delaware, general irrevocable gift trusts, and donor advised funds.• Continuously developing strong relationships with key Advisors and COIs so the Bank’s trust solutions are a trusted and “go to” solution for their clients.• Successfully closed over $700 Million in trust sales over a 4 year period. • Manage trust account onboarding process by working closely with Advisor, the client, their attorney, and various internal partners. • Member of Advisory Council to Management, providing guidance and feedback to leadership regarding how the business operates, in order to effect positive changes.
Education
Beloit College
Bachelor of Arts
1988 — 1992
Cannon Trust School
Levels I, II, and III
2005
Ithaka Cultural Study Program, Kalymnos, Greece
Study Abroad/Cultural Immersion
1987 — 1988
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