Adam Elder
Merrill Financial Solutions Advisor
- Role
- Fsa - Merrill at Merrill Lynch
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Adam Elder
I enjoy getting to know people and learning what is important to them. As a Merrill…
Experience
Fsa - Merrill
Apr 2024 — Present
Education
Utah Valley University
Attended no Degree Conferred
2000 — 2003
Skills
- Small Business Lending
- Strategic Planning
- Commercial Lending
- Microsoft Excel
- Branch Banking
- Mortgage Lending
- Portfolio Management
- Loans
- Process Improvement
- Finance
- Customer Service
- Lines of Credit
- Training
- Insurance
- Underwriting
- Leadership
- Coaching
- Business Development
- Wealth Management
- Consumer Lending
- Financial Analysis
- Investments
- Banking
- Risk Management
- Credit
- Branch Management
- Retail Banking
- Marketing
- Sales
- Team Leadership
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