Professional Overview

Kyle Popiolek is a seasoned financial professional currently serving as a Private Client Manager at Bank of America in New York, NY. His expertise spans private client management, relationship management, and credit operations, with a strong focus on the banking and financial services industry.

Experience Summary

Current Role

As a Private Client Manager at Bank of America since December 2021, Kyle is responsible for managing a portfolio of high-net-worth clients, providing tailored financial solutions, and fostering long-term relationships. His key responsibilities include financial planning, investment management, and risk assessment. Notable achievements in this role are not available.

Career Progression

Prior to his current role, Kyle held the position of Senior Relationship Manager at Bank of America from 2007 to 2022. In this capacity, he managed a team of relationship managers, developed and implemented business strategies, and contributed to the growth of the client base. Earlier in his career, Kyle worked as a Small Business Credit Officer at The Washington Trust Company from 2002 to 2007, where he was responsible for credit analysis, loan origination, and portfolio management.

Academic Background

Kyle holds a Bachelor of Arts degree in History from the University of Rhode Island, which he obtained from 1997 to 2002. Relevant specializations and notable academic achievements are not available.

Areas of Expertise

Kyle's areas of expertise include private client management, relationship management, credit operations, financial planning, and investment management. He possesses technical competencies in financial analysis, risk assessment, and portfolio management. As a seasoned manager, Kyle has developed strong leadership and management capabilities, with a proven track record of team management and business growth.

Professional Impact

Notable projects, industry contributions, and measurable achievements are not available.

Conclusion

Kyle Popiolek is a dedicated and experienced financial professional with a strong background in private client management and relationship management. His current focus is on delivering exceptional client service and driving business growth in his role as a Private Client Manager at Bank of America. With his expertise and experience, Kyle is well-positioned to provide valuable insights and guidance to his clients, and his value proposition lies in his ability to provide tailored financial solutions and foster long-term relationships.