Daniel Paris

Senior Vice President / Private Client Advisor

Bank of America Private Bank

Boston, Massachusetts

Professional Profile

Call Me When

Call Me When... Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

Contact Method

508-930-8887

Profession

  • Banker
  • Wealth Manager
  • Professional Certifications

    CFP

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Debt
  • ESOPs
  • Estate planning
  • Family business
  • Investments
  • Lending
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Financial Services
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Client Results

    Membership

    Non-Member

    Member Since

    Member for 3 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Menu