Asefa Subedar Dani

Vice President, Private Client Manager

Professional Profile

Asefa Dani is a Vice President and Private Client Manager with Bank of America Private Bank. She joined the firm in 2013, and has been supporting the needs of high and ultra-high net worth individual and families. Asefa is responsible for maintaining and deepening existing and newly developed client relationships. She works with a team of Bank of America Private Bank specialists to develop customized wealth management strategies in investment management, trust and estate planning services, lending and philanthropy. Her main objective is to provide guidance with strategic credit needs, as well as daily liquidity management solutions for her clients.

Asefa began her career at Bank of America in 2006 and served as Assistant Financial Center Manager. Previously, Asefa was a Client Sales & Service Officer helping give her experience and insight into the wealth management needs of high net worth individuals and families.

Asefa earned her Bachelor of Arts degree in Economics from San Francisco State University. Asefa Dani is a CERTIFIED FINANCIAL PLANNER™ certificant. She is a member of the LEAD for Women San Francisco Chapter, volunteers at the San Francisco Food Bank and Meals on Wheels nonprofit program. A San Francisco native, Asefa resides in San Francisco with her husband.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.