Stacey-Anne Johnson
Private Client Manager, Senior Vice-president @Bank Of America Private Bank
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WORK HISTORY
Private Client Manager, Senior Vice-president @Bank Of America Private Bank
Palm Beach, FL, US
Manage and grow a book of UHNW clients across multiple regions and family offices. Serve as the operational and relationship lead (team “COO”), coordinating internal partners and delivering tailored financial solutions. Oversee client onboarding, strategic prospecting, and delivery of lending, banking, and investment products. Collaborate across 8 business lines to drive referrals and uncover opportunities for business expansion. Build and maintain strong relationships with clients, attorneys, and COIs to ensure a holistic client experience. Support key initiatives including business planning, pipeline reporting, and compliance with credit, trust, and investment processes.
EDUCATION
University of Florida - Warrington College of Business
Bachelor of Science - BS
Palm Beach State College
Associate of Arts - AA
Queens College
BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
SKILLS
ABOUT STACEY-ANNE JOHNSON
With a proven track record in strategic planning, project management, and regulatory…
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