Wednesday, May 4, 2022 3:30 PM - 4:30 PM
Retired – BANK OF AMERICA PRIVATE BANK
Managing Director, Compliance and Operational Risk Executive
Boston, Massachusetts
With a focus on administrative account reviews, a fresh look at how effective account review processes enhance client satisfaction and minimize compliance and operational risk. Roles and responsibilities of first and second lines in the execution and oversight of account reviews will be part of our dialogue.