Curtis Oliff is a Vice President and Private Client Manager with Bank of America Private Bank. He is the primary point of contact for existing clients. Curtis’s objectives are to listen to clients, help identify their needs, provide guidance, and coordinate with the appropriate representatives of the Bank of America Enterprise to support each client’s overall wealth strategy.
While developing new client relationships and helping to ensure a professional and personal client experience, Curtis is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.
Prior to joining Bank of America Private Bank, he served as a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Curtis obtained a Bachelor of Science in Business Administration with an emphasis in Finance and Real Estate from the University of Missouri.