Deborah Budz-Merklin

Project Manager - Design at Welltower™ Inc.
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Contact Information
Location
Jupiter, Florida, United States, US
Languages
  • English -
  • Italian Limited working proficiency

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Credentials

  • Jodi Glickman on Pitching Yourself
    LinkedIn
    Aug, 2020
    - Sep, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2012
    - Sep, 2024
  • Life Incl Var Annuity & Health 0215
    Florida Department of Financial Services
    Jun, 2016
    - Sep, 2024
  • General Securities - Series 7
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2012
    - Sep, 2024

Experience

    • United States
    • Real Estate
    • 300 - 400 Employee
    • Project Manager - Design
      • Oct 2019 - Present

      • Liaison with Leasing Directors and prospective Tenants designing quick-turnaround medical offices and surgery centers ranging from 800 to 8,000 RSF. • Reduce external sourcing for multiple-asset portfolio management. Developed cost-saving internal construction and finish deliverables in AutoCAD 2020 Architecture for common areas in multiple-asset portfolio. • Develop Fine Art selection packages for newly-renovated assets’ common areas with coordinated AutoCAD deliverables. • Establish internal design-management production department for nationwide asset portfolio. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Brokerage Associate
      • Feb 2017 - Oct 2019

      Personal Banker and Brokerage Associate - Customer facing, Financial reviews, Brokerage Associate KYC, Consumer / Business Deposit Accounts, Home Equity and Credit, and Personal Trust Functions. Personal Banker and Brokerage Associate - Customer facing, Financial reviews, Brokerage Associate KYC, Consumer / Business Deposit Accounts, Home Equity and Credit, and Personal Trust Functions.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Personal Banker II
      • Feb 2017 - Oct 2019
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Jan 2014 - Feb 2017

      Positioning retail clientele for retirement, immediate income, and/or risk management through financial planning and strategic portfolio investment solutions. Client facing equity and Fixed-Income Retirement solutions, Financial Planning, Annuities, Life Insurance. Positioning retail clientele for retirement, immediate income, and/or risk management through financial planning and strategic portfolio investment solutions. Client facing equity and Fixed-Income Retirement solutions, Financial Planning, Annuities, Life Insurance.

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Investment Counselor
      • Sep 2012 - Dec 2013

      Registered Representative -General Securities Series 7 and 63, Life Insurance. Preparing clients to reach their financial objectives. Proper positioning and diversification strategies to achieve tangible and consistent returns and protection of wealth. Registered Representative -General Securities Series 7 and 63, Life Insurance. Preparing clients to reach their financial objectives. Proper positioning and diversification strategies to achieve tangible and consistent returns and protection of wealth.

    • Senior Architectural Designer/Project Manager
      • 2007 - 2009

      PBS&J name changed to Atkins Global. • Project Manager/Senior Designer - For two key residential components of a Greenville, SC Master Plan by Verdae Development, Inc., a Traditional Neighborhood Development (TND) and Manor Homesites. • Project Architect - For Walt Disney World, to expand and renovate a newly-vacated retail space as a themed restaurant/bar and share and expand kitchen with an existing restaurant (separated by rated egress corridor). • Architectural Project Designer in concert with PBS&J Landscape Architects - For Harmony Development Co., selected to provide environmental stewardship over the development of a Master Plan for Florida's first sustainable community (historically native Kissimmee, Florida prairie flatwoods vegetation, ranches and settlements of Central Florida). • Senior Project Designer - For City of St. Cloud Parks & Recreation, to turnaround and revitalize the design and presentation of a 170,622 s.f., two-phase Civic & Aquatic Center. • Project Designer - To provide architectural design and direction to PBS&J Landscape Team for a proposed research facility. Show less

Education

  • Pratt Institute
    Bachelor of Architecture - BArch, Architecture
  • Istituto per l'Arte e il Restauro (Palazzo Spinelli)
    Master's Degree, Conservation and Restoration of Paintings

Community

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