Michelle BroPriRichard is a successful banking professional with over 35 years of experience in financial services. She has extensive experience managing high net worth clients, complex lending products, and client relationships. Throughout her career, she has consistently achieved top results and demonstrated the ability to build and lead high-performing teams.

1. MICHELLEBRONEAUPRICHARD
| 805-827-0767 | BroPri09@yahoo.com
SUMMARY
A successful,driven,bankingprofessional withmore than35 years inthe
financial services industry.Skilledin highnetworth clientmanagement,
complex mortgage and securitiesbasedlending,andconsultative selling.
Provensuccessinbuildingrelationshipswithclientsandbusinesspartners.
Achievementsincludemanagementpositionsoverseeingthe successof
teamsskilledinmanaginghighnetworthclients.
EXPERIENCE
January 2009to
present
Merrill LynchBankingAdvisor, Bankof America/Merrill Lynch
Partnered with Financial Advisorsto provideadviceandguidancefor their
clientsseekinglendinganddepositsolutions.Demonstrated comprehensive
financial planningcapabilities by assessingclientneeds,identifying
opportunities,andrecommendingfinancial solutions.Educated Financial
Advisorson thewealth managementbankingvalueproposition and the
effectiveness inofferingdebtand liquidity solutionsto meetclientneeds.
Understandsthecompetitiveenvironmentand developsclient-banking
strategiesto retain and winnewclientsand achievetop revenueresultsfor the
firm.MortgageLoan Champion for 6 yearsconsecutively.
2002-December
2008
ExecutivePremier ClientManager, Bank of America
Effectively managed a portfolio of 180 high networth clientswith an
aggregatevalueover $100M.Portfolioconsisted primarily of senior
managementexecutives and physiciansof largemedical groupswho were
domiciled within thecommercial bank.Member of ExecutiveClub for six
consecutiveyearswhich isthetop 5%rankinginUS.
EDUCATION AND SECURITIES LICENSE
1989 Bachelor of Arts, Business Administration,
National University,Los Angeles,CA,graduated summa cumlaude
Current FINRASeries 24,7,and 63,