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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
EMAIL AVAILABLE PHONE NUMBER AVAILABLEEDUCATIONFranklin & Marshall College Lancaster, PA September 2017- May 2021 Major: EconomicsMinor: Studio ArtFranklin & Marshall College Mens Lacrosse Team 2017 - 2019 Division III NCAA Mens Lacrosse Performed 18-25 hours per week of practice, weight training, film study, team meetings, travel, and service NCAA 2019 Mens Lacrosse Division III NCAA Mens Lacrosse Tournament SKILLSMicrosoft Suite ( Outlook, Excel, Word, PowerPoint) WorkdayClient ServicesEXPERIENCEBank of America Merrill Lynch New York City, NY February 2022- April 2023 Private Bank Investment Group (PBIG) Client Associate(Private Executive Services Team) Senior operations specialist on the corporate services team Assisted with equity distributions, account maintenance, and equity award events Served as a direct point of contact for C Suite executives and high-profile ultra-high net worth clientele Organized weekly operations agenda and conducted meetings to review processes and ensure business continued to flow Handled account documents, including trusts and estates linked to brokerage accounts, and ensured they were in good order and approvable by legalBank of America Merrill Lynch New York City, NY September 2021- February 2022 Wealth Management Seasonal Client Associate(Private Executive Services Team) Coordinated and prepared material for annual client review meetings Assisted servicing equity award plan participants with placing trades, account maintenance, and general inquiries Identified potential leads for advisors to connect with Paddle Divas East Hampton, NY Summer 2021SUP Instructor Lead private group lessons Managed and maintained company equipment Taught kids ages 8-14 during a one-week summer program Completed Academy of Surf Instructors Stand-Up Paddleboard training course Bank of America Merrill Lynch New York City, NY (Remote) Summer 2020 Private Wealth Management Seasonal Client Associate(Northeast Regional Leadership Team) Assisted in the development of innovative solutions across all aspects of the wealth management investment process Handled client inquiries, coordinating with specialists and service centers to deliver an integrated service Performed service activities to meet philanthropic solutions and built case studies Woozle Research London, England Fall 2019Intern Conducted telephone interviews with company stakeholders to collect key performance indicators, industry trends, and data Created data analysis models for global markets Analyzed data and built case studies on raw interview data that were distributed directly to hedge funds, asset managers, and private equity firmBank of America Merrill Lynch Melville, NY Summer 2019 Advisor Development Program Summer Analyst Conducted product, market, and client research Enhanced advisor's digital presence by making improvements to their advisor website and LinkedIn accounts Assisted advisors with client annual performance meetings by preparing customized wealth outlooks |
