Anjanie Lidstone

Bank of America Merrill Lynch @Bank of America Merrill Lynch

North Port-Sarasota, US
MOBILE NUMBERS
+16•••••••16

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WORK HISTORY

Present

Bank of America Merrill Lynch @Bank of America Merrill Lynch

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SKILLS

BloombergStrategic PlanningRelationship ManagementFixed IncomeSalesHedge FundsInvestment StrategiesAlternative InvestmentsAsset ManagementInvestmentsStrategyRetirementBondsStrategic Financial PlanningInvestment AdvisoryInvestment ManagementCoachingClient ServicesCross-Functional Team LeadershipRecruitingCustomer ServiceFinanceRetirement PlanningFinraFinancial ModelingPortfolio ManagementEnterprise SoftwareTeam BuildingManagementIrasProgram ManagementSeries 7TradingSeries 63Project ManagementHigh Net Worth IndividualsSecuritiesLeadershipWealth Management401k

ABOUT ANJANIE LIDSTONE

Over 20 years experience in Financial Services including Retail and Investment Banking…

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