Tim Omalley
Private Wealth Management Analyst @Bank Of America Private Bank
Denver, CO, US
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MOBILE NUMBERS
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WORK HISTORY
Aug 2025 — Present
Private Wealth Management Analyst @Bank Of America Private Bank
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Denver, CO, US
Helped with new business generation, client engagement, proposal, administration coordination and client service teams- Designed and implemented a new lead generation model that brought value to the team and could save customers thousands of dollars as rates declined - Conducted research projects to support the Denver office team, provided market updates and maintained investment industry research
EDUCATION
N/A
Indiana University - Kelley School of Business
Management
N/A
IES Abroad
Business Studies, Finance & Management
ABOUT TIM OMALLEY
t••••••••@bofa.com | 60••••••92
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