Private Banking Relationship Officer@ Boston Private
Redwood City, California, United States
Niel Palma
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Tell me more about Niel Palma?
FlashIntel GPTNiel Palma is a Client Service Representative II with 9 years of experience in the banking industry. He has a strong skill set in areas such as financial analysis, management, marketing, and project management. Niel has worked at Boston Private in various roles, including Private Banking Relationship Officer and Private Banker II. He is based in Redwood City, California.
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Emails and Phone Numbers
About
Client Service Representative II
Work Experience
Private Banking Relationship Officer
Client Service Representative Ii
Private Banker I
Financial Services
Niel Palma's Professional Milestones
- Private Banker I (2014-10-01~2018-08-01): Developed a comprehensive business plan to increase profits and drive sustainable growth.
- Private Banking Relationship Officer (2018-08-01~): Building strong relationships with clients to support their growth and achieve business goals.
Education
Business Administration,
Masters
2018-2020Skill
Banking
Microsoft Office
Financial Analysis
Management
Marketing
Project Management
Credit
Retail Banking
Loans
Mortgage Lending
Marketing Strategy
Sales
Leadership
Marketing Communications
Finance
Customer Service
Strategic Planning
Portfolio Management
Business Analysis
Risk Management
Training
Business Strategy
Commercial Banking
Certification
Colleagues
Anthony DeChellis
Chief Executive Officer
Linda Pearson
Executive Assistant To Chief Financial Officer
David Small, CISSP, CISM
Chief Information Security Officer
Robert K. Ross
Chief Compliance and Risk Officer
David Small
Chief Information Security Officer
Other Named Niel Palma
Frequently asked questions
We found 4 Niel Palma's email addresses
We found 1 Niel Palma's phone numbers
Niel Palma's social media include: Linkedin,
Niel Palma works for Boston Private
Niel Palma's role in Boston Private is Private Banking Relationship Officer
Niel Palma works in the industry of Financial Services
Niel Palma's colleagues are Anthony DeChellis,Linda Pearson,David Small, CISSP, CISM
Niel Palma's latest job experience is Private Banking Relationship Officer at Boston Private
Niel Palma's latest education in Hult International Business School
