Frances Richards

SVP, Customer Segment Consultant @Bank of America

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2021 — Present

SVP, Customer Segment Consultant @Bank of America

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Boston, MA, US

Drive, design and deploy new client support team enabling Financial Solutions Advisors to focus on client engagement and deepening in pursuit of their performance goals.* Implement Consumer Investments Client Services role redesign to improve client issue resolution and enhance associate experience with earlier access to professional development.

EDUCATION

N/A

Connecticut College

Bachelor's Degree, European History and American Government

1991 — 1993

Babson F.W. Olin Graduate School of Business

Master of Business Administration (M.B.A.), International Business and Marketing

SKILLS

Market ResearchPmoMergers & AcquisitionsLeadershipSeries 7ManagementTeam BuildingCustomer ServiceExecutive ManagementBusiness PlanningStrategic PlanningIntegrationSalesBankingMutual FundsRisk ManagementSecuritiesPublic SpeakingAnalyticsVendor ManagementBusiness DevelopmentWealth ManagementEquitiesCross-Functional Team LeadershipMarketing StrategyFinanceBusiness AnalysisProduct MarketingSeries 63MarketingStrategic PartnershipsStrategyInvestmentsProduct ManagementPortfolio ManagementCompetitive AnalysisStart-UpsRelationship ManagementAnalysisSix Sigma

ABOUT FRANCES RICHARDS

A results-oriented senior manager with a proven track record for developing and executing actionable business development programs:* Core competency in B2B and B2C strategy, marketing and communications with a specialty in successful multi-channel integrated initiatives.* Comfortable in complex environments – strong ability to assess opportunities, develop strategies, effectively manage and execute programs.* Recognized for cross-functional collaboration, outstanding teamwork and unwavering commitment to business success and sustainable outcomes.

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Frances Richards — SVP, Customer Segment Consultant at Bank of America in Boston, MA, US | Unifers