trust & estate administrator | entrepreneur@ Bank of America Private Bank
Boynton Beach, Florida, United States
Brandi McKenzie
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Colorado Technical University
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Tell me more about Brandi McKenzie?
FlashIntel GPTBrandi McKenzie is an experienced Estate Settlement Assistant II with 10.9 years of work experience. She possesses a wide range of skills including negotiation, Microsoft Word, PowerPoint, public speaking, legal assistance, customer service, Microsoft Excel, legal writing, research, Microsoft Office, and data entry. Currently based in Boynton Beach, Florida, Brandi has worked at MONAT Global as a Market Partner and at Bank of America as an Estate Settlement Assistant II. She also has experience as an Owner/Operator. Brandi's expertise and diverse work experience make her a valuable asset in the field of estate settlement.
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Emails and Phone Numbers
About
Estate Settlement Assistant II
Work Experience
trust & estate administrator | entrepreneur
Financial Services
Brandi McKenzie's Professional Milestones
- Estate Settlement Assistant II (2014-07-01~): Provided seamless administrative support and facilitated smooth transactions for clients, contributing to enhanced financial stability.
- trust & estate administrator | entrepreneur (2014-07-01~): Maintained accurate and timely settlements, ensuring timely and efficient processing of estate settlements.
Education
Financial Management,
Finance,
Bachelors,
Bachelor Of Business Administration
2016-2019Skill
Negotiation
Microsoft Word
Powerpoint
Public Speaking
Legal Assistance
Customer Service
Microsoft Excel
Legal Writing
Research
Microsoft Office
Data Entry
Certification
Colleagues
Stephenie St Rose
rfp writer at bank of america private bank and small business owner of luxelabelle com
Mary Theresa Barbuto
assistant vice president private bank digital channel consultant-private bank coo
Cyndi Del Greco
Divisional Chief Operating Officer
Theresa Miller
coo responsible for the delivery of the client service experience as well as the execution of strategic initiatives risk management and oversight and business management functions
Andrew Tanner
specialty asset management business owner strategic services & wealth structuring
Other Named Brandi McKenzie
Frequently asked questions
We found 3 Brandi McKenzie's email addresses
We found 3 Brandi McKenzie's phone numbers
Brandi McKenzie's social media include: Linkedin,
Brandi McKenzie works for Bank of America Private Bank
Brandi McKenzie's role in Bank of America Private Bank is trust & estate administrator | entrepreneur
Brandi McKenzie works in the industry of Financial Services
Brandi McKenzie's colleagues are Stephenie St Rose,Mary Theresa Barbuto,Cyndi Del Greco
Brandi McKenzie's latest job experience is trust & estate administrator | entrepreneur at Bank of America Private Bank
Brandi McKenzie's latest education in Colorado Technical University
