- Bank of America (New York, NY)
- …on a leadership role on the team and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA, CFA , CTFA, CFM or JD a ... significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening +… more