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Steven De Boer
Steven De Boer
Private Client Advisor, SVP | Bank of America Private Bank
United States
Steven De Boer
Summary
Steven De Boer is a seasoned Private Client Advisor and SVP at Bank of America Private Bank, specializing in high-net-worth client management and wealth management strategies. With a robust background in banking, estate planning, and relationship management, he has consistently demonstrated a keen ability to navigate complex financial landscapes. Over the years, he has held various roles within the Bank of America hierarchy, showcasing his commitment to client service and financial excellence. His experience spans over a decade in wealth management, where he has effectively managed substantial trust accounts and advised on intricate estate issues. Steven's educational foundation in Geography from California State University-Long Beach complements his analytical skills, enabling him to assess client needs comprehensively. He is known for his strategic thinking and ability to forge lasting relationships, making him a valuable asset in the financial services industry. Outside of work, he is likely to have interests in community engagement and personal development, reflecting a well-rounded professional persona.
Steven De Boer
Work Experience
Private Client Advisor, SVP at
Bank of America Private Bank
May 2022 - Present
Private Client Manager, SVP at
Bank of America Private Bank
July 2016 - Present
Private Banking Specialist at
Us Trust Bank Of America Wealth Management
March 2014 - June 2016
Trust Officer at
Wells Fargo Wealth Management
October 2008 - March 2014
Premier Client Manager, AVP at
Bank of America
October 2005 - October 2008
Steven De Boer
Education
California State University, Long Beach, Bachelor Of Arts (B.A.)
January 1999 - January 2000
Frequently Asked Questions about Steven De Boer
What company does Steven De Boer work for?
Steven De Boer is a Private Client Advisor, SVP at Bank of America Private Bank, a company specializing in Real estate agents & managers.
Where Steven De Boer graduated from?
Steven De Boer holds a degree in Geography from California State University, Long Beach.
Who is Steven De Boer?
Steven De Boer is a seasoned Private Client Advisor and SVP at Bank of America Private Bank, specializing in high-net-worth client management and wealth management strategies. With a robust background in banking, estate planning, and relationship management, he has consistently demonstrated a keen ability to navigate complex financial landscapes. Over the years, he has held various roles within the Bank of America hierarchy, showcasing his commitment to client service and financial excellence. His experience spans over a decade in wealth management, where he has effectively managed substantial trust accounts and advised on intricate estate issues. Steven's educational foundation in Geography from California State University-Long Beach complements his analytical skills, enabling him to assess client needs comprehensively. He is known for his strategic thinking and ability to forge lasting relationships, making him a valuable asset in the financial services industry. Outside of work, he is likely to have interests in community engagement and personal development, reflecting a well-rounded professional persona.
Steven`s contact details
Colleagues
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Vice President, Private Banker - The Private Bank
Senior Vice President
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