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Business / Financial services / Financial adviser / The Philanthropic Initiative / Philanthropy / Bank of America / Wealth management / HNW / Financial economics / Finance


Microsoft PowerPointTPI Philanthropy_USTrust External Version of External study-revised
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Document Date: 2015-03-30 17:06:22

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City

Phoenix / /

Company

Merrill Lynch / Global Capital Management / Bank of America N.A. / External Advisors Total Wealth Advisors Trust / Fenner & Smith Incorporated / Trust Institutional Investments & Philanthropic Solutions group / Strategic Market Executive Bank of America The / Bank of America Brian / Certain U.S. Trust / The Philanthropic Initiative OCTOBER / Bank of America Deters / The Philanthropic Initiative Inc. / Deters Strategic Market Executive Bank of America / Bank of America Corporation / Bank of America Private / U.S. Trust Institutional Investments / Bank Guaranteed May Lose Value Bank of America N.A. / U.S. Trust U.S Trust / Bank of America Chamie / Disclosures Institutional Investments & Philanthropic Solutions / Bank of America Keri / /

Currency

USD / /

Event

Business Partnership / Person Communication and Meetings / /

IndustryTerm

owned subsidiary / investment products / owned banking affiliates / investment solutions / quantitative online survey / online survey / /

Organization

U.S. Trust / FDIC / /

Person

Steven Johnson / Neal Chambliss / Matthew Card / Jamie Jaffee / Mimi Potter / Claire Costello / Shaw / Brien / Ellen Remmer / Jim Coutre / /

Position

dedicated advisor / Managing Partner / tax/accountant advisors / external professional advisors / financial/wealth advisor / trust/estate attorney / counsel / Advisor / Senior Partner Phoenix Marketing International / National Practice Executive / HNW clients The financial/wealth advisors / trust/estate attorney / tax/accountant / President / Philanthropic Advisor / advisors / Marketing Manager / Senior Media Relations Specialist / Executive / Sample Composition Advisor / registered broker‐dealer / Estate Attorneys Tax/Acct Advisors / financial/wealth advisors / Information Manager / Senior Vice President 33 Table / professional advisors / how professional advisors / /

Product

Impact / /

SocialTag