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Richard Verlin

First Vice President - Corporate Bene... at Merrill Lynch
Intro Book
Experienced retirement strategist with 18 years of leadership and sales experience in the financial services industry.
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Location
Edgewater, New Jersey, United States, US
Skills
  • Retirement Strategist
  • Management
  • Sales
  • Leadership
  • Customer Service
  • Show all
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Bio

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Richard Verlin is a seasoned retirement strategist with a strong background in management, sales, leadership, and consulting. He has achieved the pinnacle of sales achievement at Merrill Lynch, Circle of Champions (3x), Circle of Excellence (6x), and the Director's Circle (1x). With 18 years of experience in the financial services industry, Verlin has held various leadership positions, including Head of Corporate Benefits & Institutional Services at Merrill Lynch and Branch Manager at IBM.

Experience

  • Merrill Lynch
    • Greater New York City Area
    • First Vice President - Corporate Benefits & Institutional Services
      • May 1992 - Jun 2010
      • Greater New York City Area

      Richard Verlin was Merrill Lynch's Top Institutional Advisor achieving the pinnacle of sales achievement the Circle of Champions (3x), Circle of Excellence (6x) and the Director's Circle (1x) over a 10 year financial advisory career. Rich was the Eastern Region's Head of Corporate Ben...

  • Smith Barney
    • Greater New York City Area
    • Managing Director
      • 1989 - 1992
      • Greater New York City Area

      Head of Capital Market Sales - Taxable Fixed Income - New York

  • Lehman Brothers
    • Greater New York City Area
    • Institutional Divisional Sales Manager
      • 1986 - 1989
      • Greater New York City Area

      Heading Capital Markets Sales - Taxable Fixed Income - New York

  • IBM
    • Albany, New York Area
    • Branch Manager
      • 1976 - 1986
      • Albany, New York Area

      Managing & Motivating Outstanding Individuals in Sales, Systems and Customer Engineering

Education

  • St. John's University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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