Stacey-Anne Johnson

Private Client Manager, Senior Vice-president @Bank Of America Private Bank

Boca Raton, FL, US
MOBILE NUMBERS
+15•••••••66

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WORK HISTORY

Jan 2025 — Present

Private Client Manager, Senior Vice-president @Bank Of America Private Bank

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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

2023

University of Florida - Warrington College of Business

Bachelor of Science - BS

2021 — 2023

Palm Beach State College

Associate of Arts - AA

2009 — 2015

Queens College

BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

SKILLS

Retail BankingInsuranceCreditTeam BuildingCustomer ServiceComplianceSeries 7CoachingBudgetingAmlConsumer LendingBranch ManagementPortfolio ManagementCross SellingManagementLeadership

ABOUT STACEY-ANNE JOHNSON

With a proven track record in strategic planning, project management, and regulatory…

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