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.
Claudia M Jenkins
Senior Vice President, Private Client Advisor
Professional Profile
Claudia Jenkins is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. She works closely with high-net-worth individuals and multigenerational families to help optimize and preserve their wealth and with setting short- and long-term investment strategies.
Claudia leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, customized credit and banking, and philanthropy. By identifying a client's primary goals and needs, Claudia and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their financial goals and objectives. Claudia also works closely with business owners and entrepreneurs, assisting them with mapping out comprehensive exit planning and business succession strategies that align with their overall wealth planning goals.
Claudia began her career with Bank of America more than 30 years ago. She has extensive experience in retail banking, investment banking, wealth management and commercial banking.
Originally from Romania, Claudia grew up in Orange County and graduated from the University of Southern California with a bachelor’s degree in business administration. She lives in Irvine with her husband, son and daughter. Active in the community, she currently volunteers with and supports nonprofit organizations focused on cancer research and ending hunger in Orange County and in Eastern Europe.
EDUCATION
- University of Southern California
LANGUAGES
- English
- Romanian
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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.
