Bank of America 1989 - 2010
Me
U.s. Trust 1989 - 2010
Market Executive, Managing Director
Bank of America 1991 - Oct 2006
Private Client Advisor, Senior Vice President
Skills:
Wealth Management Portfolio Management Banking Wealth Management Services Financial Advisory Investments Credit Private Banking Asset Management Financial Services High Net Worth Individuals Asset Allocation Relationship Management Series 7 Loans Investment Advisory Investment Management Mutual Funds Series 63 Alternative Investments Retirement Series 65 Mortgage Lending Estate Planning Uniform Combined State Law Finance Retirement Planning Credit Risk Credit Analysis Strategic Financial Planning Commercial Lending Equities Trust Services Commercial Mortgages Securities Commercial Banking Retail Banking Capital Markets Consumer Lending Bonds Small Business Lending Fixed Income Cash Management Asset Managment Hedge Funds Investment Strategies Wealth Financial Planning
Name / Title
Company / Classification
Phones & Addresses
Johanna Blake Owner
Stonehedge Financial Group LLC Management Consulting Services
9908 Diamond Reef Way, Las Vegas, NV 89117 7025793035