Title: Senior Client Strategist
Company: The Bank of New York Mellon
Location: Atlanta, Georgia, United States
Banu Asik Elizondo, Senior Client Strategist at The Bank of New York Mellon, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in Wealth Management.
Ms. Elizondo has carved a distinguished career in the financial sector, marked by her current role as a senior client strategist at BNY Mellon Wealth Management, The Bank of New York Mellon, since 2023. In this capacity, she ensures that every client’s needs are met with the support of her team. She is adept at cultivating relationships with new clients and personally assists them to address concerns. Her strategic foresight also allows her to anticipate clients’ future needs, providing guidance tailored to their evolving circumstances. Additionally, Ms. Elizondo advises clients’ family members on managing finances during life transitions and prepares clients for potential sales offers from investment bankers, helping them evaluate the actual value of their business.
Leveraging over 20 years of industry success, Ms. Elizondo was a managing director and private client advisor at Bank of America Corporation from 2017 to 2023. Her tenure there was marked by her rapid ascent to her leading role before age 40, a rare achievement in the industry.
Between 2015 and 2017, Ms. Elizondo founded and managed the Elizondo Family Foundation, where she channeled her passion for charity work into supporting hospitals and research initiatives, particularly in pediatric cancer research. Her dedication to these causes reflects her commitment to contributing to meaningful advancements in medical science.
Ms. Elizondo’s earlier career included roles as a senior portfolio manager and mutual fund manager at Invesco Advisors, Invesco Ltd., from 2013 to 2015, and as a senior credit analyst and portfolio manager at Voya Investment Management between 2007 and 2013. Ms. Elizondo’s professional journey began at Wells Fargo as a sell-side research analyst in fixed income research from 2003 to 2007. These positions laid the groundwork for her analytical skills and strategic acumen.
Ms. Elizondo’s academic background includes a Bachelor of Science in economics from Duke University in 2003. She further enhanced her credentials with a cryptocurrency certificate from Wharton University. Ms. Elizondo’s education has been instrumental in shaping her client-focused approach and strategic insights. Her alma mater notably honored her with a Distinguished Alumni Award and a President’s Service Award between 2020 and 2021.
In addition to her professional achievements, Ms. Elizondo is actively involved in several industry-related organizations. She serves as the chair of the Society of International Business Fellows. She is also a member of the Children’s Healthcare of Atlanta emerging leaders board, serves on the board of directors for Duke University’s annual fund, and is on the board of directors for Ian’s Friends Foundation. Furthermore, Ms. Elizondo has been affiliated with The Spencer Grace Foundation.
Throughout her remarkable career, Ms. Elizondo’s expertise in consulting ultra-high-net-worth families and family offices has been instrumental to her success, earning her recognition as an expert in the field. She takes great pride in her positive impact on her clients’ financial lives, emphasizing client success and satisfaction as the foundation of her thriving business.
Looking ahead, Ms. Elizondo envisions herself leading one of the nation’s private banks, reflecting her ambition and commitment to significantly impacting the financial industry while continuing her philanthropic efforts.
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