David Owens

Private Client Manager @Bank Of America Private Bank

Wayne, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2008 — Present

Private Client Manager @Bank Of America Private Bank

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West Conshohocken, PA, US

Work on high performing team to manage high net worth client relationships across investment management, lending, liquidity, and transactional category types. •Expand relationships and drive sales across all product lines.•Series 7 and 66 licensed

EDUCATION

1985 — 1989

University of Michigan

BA, Communication/Journalism

2005 — 2008

The University of Chicago Booth School of Business

MBA, Marketing, Economics, Strategy, Entrepreneurship

SKILLS

Competitive AnalysisSalesLeadershipSales ManagementCrmNew Business DevelopmentManagementStrategic PlanningForecastingBusiness StrategyMarketingProduct Development

ABOUT DAVID OWENS

With an unwavering commitment to excellence in managing high net worth client…

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David Owens — Private Client Manager at Bank Of America Private Bank in Wayne, PA, US | Unifers