Marc Spencer Cfa
Marc Spencer is a Managing Director and Private Client Advisor with Bank of America Private Bank. Marc's role is... | Tampa, Florida, United States
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Marc Spencer Cfa’s Emails ma****@ba****.com
Marc Spencer Cfa’s Phone Numbers 1315724****
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Marc Spencer Cfa’s Location Tampa, Florida, United States
Marc Spencer Cfa’s Expertise Marc Spencer is a Managing Director and Private Client Advisor with Bank of America Private Bank. Marc's role is to identify the needs of the clients he serves and then mobilize the appropriate specialists within the Private Bank, Merrill, and Bank of America to address those needs efficiently. Marc has more than 34 years of experience at Bank of America. He started his career in Bank of America's Commercial Bank, identifying and managing the business needs of taxable and tax exempt entities. He then served 13 years in Bank of America's Capital Markets Division as an Institutional Broker for high-grade fixed-income securities. He ultimately led the Bank's institutional sales force in Florida and Latin America. Since 2007, he has been a member of Bank of America Private Bank (formerly U.S. Trust), advising tax-exempt entities and ultra high-net-worth individuals about the management and stewardship of their wealth. Marc earned his undergraduate degree from the University of Florida. He is a CFA charter holder awarded through CFA Institute. Married with two children, he has lived in Tampa since 1978. He currently serves on the boards of the Boys and Girls Clubs of Tampa Bay and Feeding Tampa Bay (Immediate Past Chairperson of the Board), as well as the finance committee of his church. *CFA and Chartered Financial Analyst are registered trademarks by CFA Institute.
Marc Spencer Cfa’s Current Industry Bank Of America Private Bank
Marc
Spencer Cfa’s Prior Industry
Bank Of America Private Bank
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Bank Of America Private Bank
Private Client Advisor, Managing Director
Tue Aug 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
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Marc Spencer Cfa is located at
Tampa, Florida, United States -
Marc Spencer Cfa is a
Marc Spencer is a Managing Director and Private Client Advisor with Bank of America Private Bank. Marc's role is to identify the needs of the clients he serves and then mobilize the appropriate specialists within the Private Bank, Merrill, and Bank of America to address those needs efficiently. Marc has more than 34 years of experience at Bank of America. He started his career in Bank of America's Commercial Bank, identifying and managing the business needs of taxable and tax exempt entities. He then served 13 years in Bank of America's Capital Markets Division as an Institutional Broker for high-grade fixed-income securities. He ultimately led the Bank's institutional sales force in Florida and Latin America. Since 2007, he has been a member of Bank of America Private Bank (formerly U.S. Trust), advising tax-exempt entities and ultra high-net-worth individuals about the management and stewardship of their wealth. Marc earned his undergraduate degree from the University of Florida. He is a CFA charter holder awarded through CFA Institute. Married with two children, he has lived in Tampa since 1978. He currently serves on the boards of the Boys and Girls Clubs of Tampa Bay and Feeding Tampa Bay (Immediate Past Chairperson of the Board), as well as the finance committee of his church. *CFA and Chartered Financial Analyst are registered trademarks by CFA Institute. Bank Of America Private Bank -
Marc Spencer Cfa currently works in the
Bank Of America Private Bank -
Marc Spencer Cfa specializes in
Marc Spencer is a Managing Director and Private Client Advisor with Bank of America Private Bank. Marc's role is to identify the needs of the clients he serves and then mobilize the appropriate specialists within the Private Bank, Merrill, and Bank of America to address those needs efficiently. Marc has more than 34 years of experience at Bank of America. He started his career in Bank of America's Commercial Bank, identifying and managing the business needs of taxable and tax exempt entities. He then served 13 years in Bank of America's Capital Markets Division as an Institutional Broker for high-grade fixed-income securities. He ultimately led the Bank's institutional sales force in Florida and Latin America. Since 2007, he has been a member of Bank of America Private Bank (formerly U.S. Trust), advising tax-exempt entities and ultra high-net-worth individuals about the management and stewardship of their wealth. Marc earned his undergraduate degree from the University of Florida. He is a CFA charter holder awarded through CFA Institute. Married with two children, he has lived in Tampa since 1978. He currently serves on the boards of the Boys and Girls Clubs of Tampa Bay and Feeding Tampa Bay (Immediate Past Chairperson of the Board), as well as the finance committee of his church. *CFA and Chartered Financial Analyst are registered trademarks by CFA Institute. -
Marc Spencer Cfa speaks the following languages:
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Marc Spencer Cfa has prior experience in the following industries:
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Marc Spencer Cfa has the following professional experience:
Bank Of America Private Bank . -
You can view Marc Spencer Cfa’s
LinkedIn profile at LinkedIn URL. -
Marc Spencer Cfa’s work email addresses are
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Marc Spencer Cfa works at
Bank Of America Private Bank
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