1. MICHELLEBRONEAUPRICHARD
| 805-827-0767 | BroPri09@yahoo.com
SUMMARY
A successful,driven,bankingprofessional withmore than35 years inthe
financial services industry.Skilledin highnetworth clientmanagement,
complex mortgage and securitiesbasedlending,andconsultative selling.
Provensuccessinbuildingrelationshipswithclientsandbusinesspartners.
Achievementsincludemanagementpositionsoverseeingthe successof
teamsskilledinmanaginghighnetworthclients.
EXPERIENCE
January 2009to
present
Merrill LynchBankingAdvisor, Bankof America/Merrill Lynch
Partnered with Financial Advisorsto provideadviceandguidancefor their
clientsseekinglendinganddepositsolutions.Demonstrated comprehensive
financial planningcapabilities by assessingclientneeds,identifying
opportunities,andrecommendingfinancial solutions.Educated Financial
Advisorson thewealth managementbankingvalueproposition and the
effectiveness inofferingdebtand liquidity solutionsto meetclientneeds.
Understandsthecompetitiveenvironmentand developsclient-banking
strategiesto retain and winnewclientsand achievetop revenueresultsfor the
firm.MortgageLoan Champion for 6 yearsconsecutively.
2002-December
2008
ExecutivePremier ClientManager, Bank of America
Effectively managed a portfolio of 180 high networth clientswith an
aggregatevalueover $100M.Portfolioconsisted primarily of senior
managementexecutives and physiciansof largemedical groupswho were
domiciled within thecommercial bank.Member of ExecutiveClub for six
consecutiveyearswhich isthetop 5%rankinginUS.
EDUCATION AND SECURITIES LICENSE
1989 Bachelor of Arts, Business Administration,
National University,Los Angeles,CA,graduated summa cumlaude
Current FINRASeries 24,7,and 63,