MBMarkell Eric Byrd
08
Growth

National Sales Expansion

U.S. Trust, Bank of America Private Wealth Management · 2009–2016

The situation

Growth depended on advisor onboarding and development landing consistently across fourteen very different regional markets.

What I did

  • Led national sales across 14 regional markets
  • Accelerated new client assets through advisor onboarding
  • Built a development program with a 100% success rate across markets
Fig. 08.1 — A national onboarding footprint across 14 markets.

Results

14

regional markets

U.S. Trust

$324M

new AUM through advisor onboarding, U.S. Trust, 14 markets

U.S. Trust

100%

advisor development success across 14 markets

U.S. Trust

What this proves

Growth

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