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Bank of America
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San Jose, California
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, sales activities, and new client development.
Strong computer skills and the ability to multitask ... service providers based on client needs and asset thresholds
**The Advisor Development Program (ADP
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Bank of America
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San Jose, California
...
:**
Administrative Services
Customer Experience Improvement
Project Management
Sales Performance Management
Strategy Planning and Development
Business Acumen
Business Analytics
Candidate
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Bank of America
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San Jose, California
...
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Experience balancing investment management, sales activities and new client development.
Achieved ...
Understand all aspects of an optimal practice and complete the training and development needed to continue a
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