Wealth Management Client Associate@ Bank of America Merrill Lynch
Bristol, Rhode Island, United States
Blaise Romanowski
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Roger Williams University
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Tell me more about Blaise Romanowski?
FlashIntel GPTBlaise Romanowski is a highly skilled professional with 7.4 years of experience. She is proficient in Microsoft Office, including Excel, PowerPoint, and has strong organization skills. Based in the United States, Blaise has worked at TrueView Financial, where she has been involved in various financial services and consulting roles. She is known for her ability to understand the unique goals and dreams of her clients, building relationships, and creating a plan that empowers her clients to live confidently. Blaise's expertise includes cash flow analysis, life and disability insurance, retirement strategies, employer benefits, college savings strategies, long term care strategies, and estate planning strategies.
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About
From my time working at TrueView I have come to learn, alongside our team, how to understand the unique goals and dreams of our clients. We build a plan that incorporates every aspect of your financial life, updating daily and as needed. Together, we establish a relationship and create a plan that empowers our clients to live confidently. The strategies we help create often include: cash flow analysis, life and disability insurance, retirement strategies, employer benefits, college savings strategies, long term care strategies, estate planning strategies. /COMPLIANCE:2022-3528/
...See MoreWork Experience
Wealth Management Client Associate
Financial Services
Blaise Romanowski's Professional Milestones
- Protege: Improving operational efficiency by implementing streamlined processes and increasing productivity.
- Wealth Management Client Associate (2022-08-01~): Achieved consistent client satisfaction by providing personalized financial consultations and building strong loyalty in the brokerage realm.
Education
Business,
Finance,
Bachelors,
Bachelor Of Science,
Finance (major) History (minor)
2016-2020Skill
Microsoft Office
Microsoft Excel
English
Microsoft Powerpoint
Organization Skills
Time Management
Microsoft Word
Data Analysis
Certification
Colleagues
Marisol Napoleon
Spa Owner
Selena Clark
product owner gwim sr operations project analyst wmo change management and project delivery
Matteo Cangiano
Product Manager | Product Owner | Business Analyst | Data
Divya Singh
avp-quality assurance certified scrum product owner
Nidhi Koura
avp product consultant certified safe agilist product owner product manager and scrum master |jira lead
Other Named Blaise Romanowski
Frequently asked questions
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Blaise Romanowski's social media include: Linkedin,
Blaise Romanowski works for Bank of America Merrill Lynch
Blaise Romanowski's role in Bank of America Merrill Lynch is Wealth Management Client Associate
Blaise Romanowski works in the industry of Financial Services
Blaise Romanowski's colleagues are Marisol Napoleon,Selena Clark,Matteo Cangiano
Blaise Romanowski's latest job experience is Wealth Management Client Associate at Bank of America Merrill Lynch
Blaise Romanowski's latest education in Roger Williams University
