Benjamin Portnoy

Role
Senior Relationship Manager at Merrill Lynch
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Benjamin Portnoy

Experienced Senior Relationship Manager with a demonstrated history of working in the…

Experience

  1. Senior Relationship Manager

    Merrill Lynch

    Sep 2020 — Present

Education

  • University of California, Davis

    Bachelor of Science (B.S.), Economics, Exercise Physiology

    1993 — 1998

Skills

  • Computer Network Operations
  • Lego Player
  • Series 63
  • Portfolio Management
  • Public Relations
  • Financial Services
  • Public Speaking
  • Financial Advisory
  • Customer Service
  • Asset Allocation
  • International Travel
  • Hedge Funds
  • Fixed Income
  • Patience
  • Series 66
  • Series 7
  • Non-Profits
  • Teaching
  • Equities
  • Etfs
  • Flexible Approach
  • Leadership
  • Hiring
  • Securities
  • Investment Advisory
  • Financial Analysis
  • Investment Strategies
  • Management
  • Asset Management
  • Financial Planning
  • Organization Skills
  • 401k
  • Wealth Management
  • High Net Worth Individuals
  • Caring
  • Economics
  • Mutual Funds
  • Great Cook
  • Mortgage
  • Able to Deal Other People's Emotions

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Benjamin Portnoy — Senior Relationship Manager at Merrill Lynch in San Francisco, CA, US | Unifers