Bill Peyton

Director - Private Wealth Management Iap Specialist @Bank of America Merrill Lynch

New York, NY, US

EMAILS

[email protected]

MOBILE NUMBERS

+15•••••••96

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WORK HISTORY

Jan 2025 — Present

Director - Private Wealth Management Iap Specialist @Bank of America Merrill Lynch

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EDUCATION

1989 — 1994

Niagara University

Bachelor of Arts

SKILLS

Business Relationship ManagementFinraRep as Pm TrainerUnified Managed AcountsExchange Traded FundsCustomer RelationsClient ServiceAsset AllocationMutual FundsRisk ManagementSeries 63Investment AdvisoryTrading SystemsPortfolio ManagementSmaAsset ManagementCapital MarketsSeries 7RetirementBondsInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsSales SupportBloombergSeries 24TradingFixed IncomeProgram ManagementSecuritiesManager on-BoardingFixed Income TradingOverlay Trading and ImplementationWealth ManagementManaged AccountsProgram DevelopmentOptionsFixed Income ProductsEquitiesAdvisory

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ABOUT BILL PEYTON

Specialties: Rep as PM Rep as Advisory UMA and SMA • Relationship…

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