John Loehle
CFA Charterholder, Investment Professional, Senior Banker
- Role
- Senior Banker at Bank of America
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
Senior Banker
Nov 2022 — Present · Austin, TX, US
Built and deepened relationships with affluent customers via in-person connections. Collaborated with branch associates to educate clients and match value-added products/services beyond their initial needs. Leveraged knowledge of established financial center procedures to serve clients best while adhering to applicable laws, operational compliance, and audit readiness. Developed and maintained a portfolio of small business and consumer clients in prestigious West Lake Hills through proactive outreach, relationship management, and financial wellness conversations. Served as a trusted advisor to clients by assessing financial needs and delivering customized banking, lending, and investment solutions in partnership with Merrill Lynch financial solutions advisors.
Education
University of Windsor
CFA Charter Review Course
The University of Tennessee at Chattanooga
Bachelor of Science - BS, BS Business Finance: Investments || Minor: Economics
2009 — 2013
Chartered Financial Analyst (CFA) Program
Chartered Financial Analyst (CFA) Program
2013 — 2017
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