aaliyah jamerson
Senior Private Bank Associate at Bank of America Private Bank
officer ; private bank associate ii -- bank america private bank
dedicated financial professional diverse background banking industry . proficient regulatory tax reporting analysis , eft processing , compliance , client management , fiduciary service , high net wealth space . self sufficient individual consider knowledge hungry employee . aim learn everything know specific function role improve . use cumulative knowledge obtained various role advantage aim deliver , unique , well-rounded approach client whatever capacity may .
Bank of America Private Bank
https://www.linkedin.com/company/bank-of-america-private-bank
Client servicing role working in conjunction with the sales officers and other lines of business with the goal of delivering an integrated experience to HNW individuals through banking credit, and fiduciary solutions. Demands exceptional skill in prioritization and attention to detail to several changing priorities and functions, including data analyzation, risk, client, and relationship management. Requires excellent communication and delegation abilities between clients, teams and internal LOBs alike.
Kansas City, Missouri Area
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Senior Private Bank Associate
UMB Bank
https://www.linkedin.com/company/umbbank
Provision of accurate financial reporting regarding client accounts, and bank records, authenticating their accordance with state and federal regulations through various analytical processes including tax reporting, escheatment and risk management in an operational setting.
Kansas City, Missouri Area
https://media-exp1.licdn.com/dms/image/C4E0BAQEbunj3uZQYSw/company-logo_100_100/0/1614958048831?e=1655942400&v=beta&t=aqb5uAgig92YHUmCmhFJWQrjIYwlsHJt9lOaKTRCTQU
Regulatory Compliance Analyst
UMB Bank
https://www.linkedin.com/company/umbbank
Concentrated processing and investigation in the EFT space; Projects include the processing of outgoing and incoming wire transfer requests (both domestic and international), scrutinizing EFT payments verifying their accordance with OFAC guidelines and the Dodd Frank Regulation, exercising excellent prioritization, communication and multi-tasking skills.  Acted as department lead, training new associates, creating new departmental procedures, updating existing procedures, and end of day bookkeeping.
Kansas City, Missouri Area
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International Payments Operations Specialist II
UMB Bank
https://www.linkedin.com/company/umbbank
Operational processing of domestic checks through various remittance processing systems. Functions include the keying, data entry, relationship analysis, as well as the imaging and accounting of domestic checks.  Requires extreme attention to detail as well as the ability to work under pressure adhering to strict deadlines as well as various time restrictions.
Kansas City, Missouri Area
https://media-exp1.licdn.com/dms/image/C4E0BAQEbunj3uZQYSw/company-logo_100_100/0/1614958048831?e=1655942400&v=beta&t=aqb5uAgig92YHUmCmhFJWQrjIYwlsHJt9lOaKTRCTQU
Deposit Processor I
Associate’s Degree
Associates in Arts
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Metropolitan Community College-Maple Woods
https://www.linkedin.com/school/metropolitan-community-college-maple-woods/
High School
International Baccalaureate Diploma Program Grad
North Kansas City High School
Bachelor's degree
(Currently Attending)
Business Administration, Management and Operations
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University of Missouri-Kansas City
https://www.linkedin.com/school/umkc/
LinkedIn
www.linkedin.com
Business Foundations
http://www.linkedin.com/learning/business-foundations
LinkedIn
www.linkedin.com
Delivering Bad News to a Customer
http://www.linkedin.com/learning/delivering-bad-news-to-a-customer
LinkedIn
www.linkedin.com
Developing Your Leadership Philosophy
http://www.linkedin.com/learning/developing-your-leadership-philosophy
LinkedIn
www.linkedin.com
Developing a Competitive Strategy
http://www.linkedin.com/learning/developing-a-competitive-strategy
LinkedIn
www.linkedin.com
Operations Management Foundations
http://www.linkedin.com/learning/operations-management-foundations
https://www.linkedin.com/in/henrycbrooks
Austin, TX
Henry “Hank” Brooks
Senior Vice President, Client & Business Manager at Bank of America Private Bank
https://www.linkedin.com/in/rhonda-estock-5054041b3
Columbia, SC
Rhonda Estock
New Business Development Analysis at Bank of America Private Bank
https://www.linkedin.com/in/kirt-dehaan-4114b56
Lees Summit, MO
Kirt Dehaan
Regional Fiduciary Officer / Managing Director at Bank of America Private Bank
https://www.linkedin.com/in/melanie-khoury-a42676a8
United States
Melanie Khoury
Sr. Vice President, Philanthropic Client Manager, Bank of America
https://www.linkedin.com/in/marquiseblair
Atlanta, GA
Marquise Blair
Portfolio Manager at Bank of America Private Bank | Financial Analyst | Financial Management | Forecasting | People Management | Process Improvement
https://www.linkedin.com/in/carmen-garte-77b9594
Plymouth, MA
Carmen Garte
Employee Programs and Advancement Director for the Private Bank
https://www.linkedin.com/in/johnsvega
Boston, MA
John Vega
Liquidity Product Advisor at Silicon Valley Bank
https://www.linkedin.com/in/heather-urbanovsky-ctfa-1339bb51
Alexandria, VA
Heather Urbanovsky, CTFA
Trust Officer at Bank of America
https://www.linkedin.com/in/brad-mattocks-2a961318b
Greater Boston
Brad Mattocks
AVP, Private Banking Senior Associate at Bank of America Private Bank
https://www.linkedin.com/in/tim-davis-2772147a
Atlanta Metropolitan Area
Tim Davis
Vice President, Private Client Advisor
https://www.linkedin.com/in/lauraboedges
Greater St. Louis
Laura Boedges
Private Client Advisor
https://www.linkedin.com/in/tiffany-czajka-ctfa-6a403ba1
Atlanta Metropolitan Area
Tiffany Czajka, CTFA
Vice President, Trust Officer at Bank of America Private Bank
https://www.linkedin.com/in/jas-a-stahl
New York City Metropolitan Area
Jason Stahl, CFP®
Senior Vice President, Wealth Strategies Advisor at Bank of America Private Bank
https://www.linkedin.com/in/carolina-vanegas-79413b9b
Washington DC-Baltimore Area
Carolina Vanegas
AVP; Private Bank Senior Associate
https://www.linkedin.com/in/may-tsao-2876b919
Atlanta Metropolitan Area
May Tsao
SVP, Private Client Manager at Bank of America Private Bank
https://www.linkedin.com/in/kristen-thompson-86bb8761
Montrose, CA
Kristen Thompson
Client Management Executive at Private Bank
https://www.linkedin.com/in/david-bennett-61aa8345
United States
David Bennett
Marketplace Minister: Citi Global Equity Derivatives and Financing
https://www.linkedin.com/in/khanh-hien-nguyen-95798192
Orange County, CA
Khanh Hien Nguyen
Looking for new challenges in project management, product management, business analysis roles
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We’ll all be doing #StPatricksDay a little differently this year, but have a safe, happy, and healthy one wherever you are.I’ll see you in the big…
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Just had a call with the Honorable Kea Bird Riley to congratulate her on her appointment to the associate circuit court bench in Jackson County. As…
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My favorite little helpers are helping me stuff thank you letters for my Kansas City Bank of America financial center teammates. Huge appreciation…