John M. Jezowski
Key Wealth @Bank Of America Private Bank
Hartford, CT, US
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WORK HISTORY
Present
Key Wealth @Bank Of America Private Bank
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SKILLS
Fiduciary ServicesParliamentary ProcedureLoansEquitiesNonprofitsRobert's Rules of OrderMergersRisk ManagementHigh Net Worth IndividualsRelationship ManagementSecuritiesFinancial ServicesInvestment ManagementInvestment AdvisoryFinancial AnalysisAsset ManagementWealth Management ServicesAsset AllocationPhilanthropyPrivate BankingRetirement PlanningEstate PlanningMutual FundsCorporate GovernanceBankingWealth ManagementCorporate FinanceAsset ManagmentPortfolio ManagementStrategic Financial PlanningNon-ProfitsLeadershipSeries 63Mergers & AcquisitionsFinanceSeries 7InvestmentsFinancial Advisory
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