- Bank of America (Dallas, TX)
- …planning advice + Proactively engage other specialists within Bank of America's Private Bank to best meet client needs (wealth strategists, Office ... Officer in the market. STO works closely with local Private Bank teams to achieve strategic objectives...Trust business in prospecting activities + Proactively identify and harvest opportunities to deepen relationships within current client… more
- Bank of America (Fort Worth, TX)
- …estate, and wealth transfer planning advice + Proactively engage other specialists within the Private Bank to best meet client needs (wealth strategists, ... Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and provide advisory… more