M. Patrick Okeefe

Vice President, Relationship Manager @Bank of America Merrill Lynch

Lincoln, RI, US

Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all clients\' trading and servicing needsPrioritize and manage book of clients, constantly searching for opportunities to enhance client experience and advance our standing as the client\'s benchmark financial institutionKnowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategiesWork seamlessly across all Enterprise business lines including GWIM, Private Bank, Private Wealth Management, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

Rhode Island College

Accounting

East Greenwich High School

High School

Community College of Rhode Island

General Studies, Accounting