Bank of America

Financial Planning and Analysis

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Merrill Advisor Development Program

Chief Marketing Officer

• Lead and direct work across the team
• Develop and deliver the overall marketing strategy for a portfolio of programs/products/processes
• Build partnerships across the enterprise to drive priorities and project direction
• Act as a primary senior subject matter expert on sports partnerships
• Drive cross functional implementation of the sports partnerships strategy
• Influence and persuade external and internal stakeholders

Senior Marketing Director – Global Sports Partnerships

DevOps Engineer

• As a member of Linux DevOps team the person will be responsible for Deployment, Middleware and Environment Management for Lower Level test Environment.
• Keeping the environment pristine and as production like as possible.
• Work closely with Technology Infrastructure Teams, Development & Testing Teams in supporting Integrated / Independent releases, software/hardware upgrades, server upgrades, etc.
• Performs troubleshooting, analysis, research and resolution using advanced query and programming skills.
• Conducts root cause analysis for incidents and problems including single user and branch issues escalated by Advisory users
• Able to partner and build subject matter expert teams to identify cause and resolution to escalations where root cause/issue is caused by technology supported by partner teams
• Provides monitoring of the environment during release or independent change and tracks changes to the production environment
• Looks for areas of improvement in monitoring, application stability, and speed of determining root cause
• Ability to debug and troubleshoot performance and software issues
• Managing changes, defects, and projects across various testing and PROD environments
• Able to handle multiple tasks/projects and adapt to a constantly changing environment
• Ability to work independently and within a team
• Must be willing to work after hours and weekends to support release changes
• Defect triage of issues in the application testing environments
• Deployment of code and/or retrofit of production code
• Communicating to our clients and/or consulting on design of infrastructure
• Rebuilding Servers
• Working side by side with testers and developers to ensure all are working cohesively.
• System patching
• Technical documentation
• Partnership and communications with internal customers and partner teams

DevOps Engineer II

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon experience to promote portfolio growth
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, referring customers to the appropriate internal specialists, and executing highly customized solutions
• Recommending investment products and services suitable for prospects based on their objectives
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth according to day-to-day and longer-term planning
• Organizing and managing resources to run a productive practice
• Seeking the expertise of specialists to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – East Bay Market

• Work with high-net worth individuals to develop financial goals
• Collaborate with Merrill Financial Advisor Teams for client recommendations
• Handle inbound inquiries regarding Merrill offerings
• Provide recommendations for suitable investment products and services

Financial Advisor – Greater Orange County Market

Digital Marketing

• Execute digital marketing campaigns to drive growth
• Leverage digital channels, including mobile and desktop paid search, social, email, ATM, and placements on BofA digital properties
• Integrate closely with marketing strategy leads to develop digital marketing plans
• Partner with teams inside and outside the organization to ensure integration
• Regularly review and understand campaign performance to optimize and make strategic decisions

Senior Marketing Manager – Digital Marketing Strategy Integration

• Handles inbound inquiries from leads regarding Merrill offerings
• Collects the necessary client profile data, following standard KYC procedures
• Documents all client interactions and opportunities within Salesforce accurately
• Recommending investment products and services suited for prospects

Financial Advisor – Greater Seattle Market

Financial Advisor – Nevada Market

• Handle inbound inquiries from leads regarding Merrill offerings
• Recommend investment products and services
• Document all client interactions within Salesforce accurately

Financial Advisor – Southern CT Market

Financial Advisor, Merrill Advisor Development Program

Financial Advisor – Northern New England Market

Financial Advisor – Central Shoreline Market

• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients and executing highly customized solutions to meet client needs
• Recommend investment products and services that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences
• Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development
• Organize and manage resources (time, people, budget) to run a productive practice

Financial Advisor – Merrill Advisor Development Program

Senior Marketing Director – Global Sports Partnerships

DevOps Engineer II

Financial Advisor – East Bay Market

Financial Advisor – Greater Orange County Market

Senior Marketing Manager – Digital Marketing Strategy Integration

Financial Advisor – Greater Seattle Market

Financial Advisor – Nevada Market

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – Southern CT Market

Financial Advisor, Merrill Advisor Development Program

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – Northern New England Market

Financial Advisor – Central Shoreline Market

Financial Advisor – Southeast Coastal Market