Alexis Gomez
Assistant Vice President Msg Product Specialist @Merrill Lynch
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WORK HISTORY
Assistant Vice President Msg Product Specialist @Merrill Lynch
Jersey City, NJ, US
Advise on trading related inquiries such as portfolio strategy changes, model re-balancing methodology, and tax harvestingSupport escalated market sensitive client directed queries and process unique requests which require deviation from standard proceduresInstrumental in helping create a new service model by training new hires and leading cross training opportunitiesSupport the teams marketing and collateral updatesAssist in providing business metrics and speaking to drivers
EDUCATION
Montclair State University
Bachelor’s Degree, Health and Physical Education
ABOUT ALEXIS GOMEZ
Assistant Vice President; MSG Product Specialist at Merrill Lynch
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