Michael Stein
Private Client Advisor, Senior Vice President @Bank Of America Private Bank
Signup · Get unlimited contacts
WORK HISTORY
Private Client Advisor, Senior Vice President @Bank Of America Private Bank
I am a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Baltimore, Maryland. I work closely with high-net-worth and ultra-high-net-worth individuals and families to help optimize and manage their wealth. By identifying my client\'s primary goals and needs, my team and I coordinate local resources and the national capabilities of Bank of America Enterprise to help my clients reach their objectives. I lead a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
EDUCATION
University of Maryland
Bachelor's Degree
University of Baltimore
Masters of Business Administration, MBA
SKILLS
ABOUT MICHAEL STEIN
Senior Vice President, Private Client Advisor
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.