Experience

Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• ADP - Assistant Vice President, Merrill Financial Solutions Advisor

  • Jul 2021 - Present

  • Developed excellent client-facing and phone communication skills, working with a wide range of consumers across multiple client segments • Expanded Financial Center partnerships by holding weekly leadership/educational meetings with other lines of business to better drive referral production • Efficiently navigated changing staff and health landscape to drive over $1,500,000 worth of net new business as a Financial Solutions Advisor • Generated process to better track pipeline management and simplify client experience by setting proper expectations Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• ADP - Summer Analyst

  • May 2020 - Aug 2020

  • Completed strategic projects detailing in collaboration, research, and data analytics • Trained by the award-winning Merrill Academy in how to implement the True Advisor Excellence framework to deliver for clients’ financial needs and priorities • Completed strategic projects detailing in collaboration, research, and data analytics • Trained by the award-winning Merrill Academy in how to implement the True Advisor Excellence framework to deliver for clients’ financial needs and priorities



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• SPF Wealth Management Associate

  • Jun 2018 - Apr 2020

  • Synthesized financial information into holistic reviews to be administered by Senior Financial Advisors during client meetings • Planned targeted outreach events and created marketing material for prospective clients resulting in the establishment of new business relationships • Synthesized financial information into holistic reviews to be administered by Senior Financial Advisors during client meetings • Planned targeted outreach events and created marketing material for prospective clients resulting in the establishment of new business relationships