Deborah Budz-Merklin
Project Manager - Design at Welltower™ Inc.- Claim this Profile
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English -
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Italian Limited working proficiency
Topline Score
Bio
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Credentials
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Jodi Glickman on Pitching Yourself
LinkedInAug, 2020- Sep, 2024 -
Series 63
Financial Industry Regulatory Authority (FINRA)Dec, 2012- Sep, 2024 -
Life Incl Var Annuity & Health 0215
Florida Department of Financial ServicesJun, 2016- Sep, 2024 -
General Securities - Series 7
Financial Industry Regulatory Authority (FINRA)Feb, 2012- Sep, 2024
Experience
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Welltower™ Inc.
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United States
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Real Estate
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300 - 400 Employee
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Project Manager - Design
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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
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Brokerage Associate
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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.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Registered Personal Banker II
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Feb 2017 - Oct 2019
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Financial Professional
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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.
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David Lerner Associates, Inc.
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United States
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Financial Services
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100 - 200 Employee
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Investment Counselor
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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.
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Senior Architectural Designer/Project Manager
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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
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Education
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Pratt Institute
Bachelor of Architecture - BArch, Architecture -
Istituto per l'Arte e il Restauro (Palazzo Spinelli)
Master's Degree, Conservation and Restoration of Paintings