John Smith
Senior Vice President, Portfolio Manager @Bank Of America Private Bank
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WORK HISTORY
Senior Vice President, Portfolio Manager @Bank Of America Private Bank
Minneapolis, MN, US
Manage investment portfolios for clients of the Private Bank at Bank of America in Minneapolis, MN.
EDUCATION
Columbia Business School
MBA
University of Virginia
BS
ABOUT JOHN SMITH
Significant portfolio management, client relationship, marketing and communication skills. Experienced at delivering investment reviews, finals presentations and global market overviews to institutional investment committees, investment consultant firms and broker dealer research groups. • Instrumental in building the newly formed Institutional Group at Curian Capital, LLC into a unit with over $150M of assets under advisement. • Delivered over 150 investment reviews annually to institutional clients and investment consultants at Capital Research and Management Company (CRMC). • Provided over 75 finals presentations annually to institutional investment committees resulting in the addition of over $1 billion in new institutional assets at CRMC. • Requested spokesperson for quarterly market reviews and client appreciation events contributing to Curian becoming the fastest growing third party asset manager in the US and CRMC achieving asset growth from $80B to over $1T.
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